Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,270
New
Increased
Reduced
Closed

Top Sells

1 +$626M
2 +$417M
3 +$407M
4
VMW
VMware, Inc
VMW
+$366M
5
MON
Monsanto Co
MON
+$363M

Sector Composition

1 Healthcare 15.25%
2 Technology 14.65%
3 Financials 13.92%
4 Consumer Discretionary 9.72%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$8.02M 0.01%
204,296
+53,440
1552
$7.98M ﹤0.01%
578,613
+35,512
1553
$7.98M ﹤0.01%
71,597
+12,150
1554
$7.97M ﹤0.01%
98,023
+18,572
1555
$7.96M ﹤0.01%
320,866
-36,327
1556
$7.95M ﹤0.01%
160,960
+2,886
1557
$7.94M ﹤0.01%
86,583
-47,188
1558
$7.93M ﹤0.01%
194,048
+188,018
1559
$7.93M ﹤0.01%
386,431
+119,208
1560
$7.91M ﹤0.01%
428,867
+175,900
1561
$7.91M ﹤0.01%
168,217
-10,677
1562
$7.9M ﹤0.01%
254,395
-459,147
1563
$7.88M ﹤0.01%
471,744
+5,903
1564
$7.88M ﹤0.01%
240,388
-39,544
1565
$7.88M ﹤0.01%
144,990
-35,532
1566
$7.85M ﹤0.01%
427,056
-35,517
1567
$7.85M ﹤0.01%
272,544
+4,400
1568
$7.84M ﹤0.01%
114,363
-5,597
1569
$7.83M ﹤0.01%
950,483
+488,633
1570
$7.82M ﹤0.01%
211,694
+6,179
1571
$7.79M ﹤0.01%
705,976
+105,700
1572
$7.79M ﹤0.01%
172,768
+39,974
1573
$7.78M ﹤0.01%
+212,575
1574
$7.77M ﹤0.01%
494,410
+100,098
1575
$7.76M ﹤0.01%
1,774,661
+1,165,140