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
1726
$6.34M ﹤0.01%
138,241
+130
1727
$6.33M ﹤0.01%
449,573
-29,982
1728
$6.32M ﹤0.01%
459,880
+257,515
1729
$6.31M ﹤0.01%
719,738
+415,421
1730
$6.31M ﹤0.01%
255,668
-5,460
1731
$6.31M ﹤0.01%
157,155
+72,345
1732
$6.3M ﹤0.01%
260,166
-21,324
1733
$6.3M ﹤0.01%
442,919
+291,915
1734
$6.29M ﹤0.01%
306,788
-61,678
1735
$6.29M ﹤0.01%
659,329
+3,300
1736
$6.27M ﹤0.01%
249,889
+25,811
1737
$6.27M ﹤0.01%
344,260
-213,135
1738
$6.23M ﹤0.01%
382,303
-6,747
1739
$6.23M ﹤0.01%
385,148
+81,228
1740
$6.21M ﹤0.01%
85,222
-18,339
1741
$6.21M ﹤0.01%
924,778
+156,019
1742
$6.21M ﹤0.01%
41,900
-15,400
1743
$6.2M ﹤0.01%
520,490
-843,699
1744
$6.2M ﹤0.01%
439,812
+44,915
1745
$6.19M ﹤0.01%
320,909
-171,081
1746
$6.17M ﹤0.01%
128,047
-6,726
1747
$6.16M ﹤0.01%
266,229
+67,060
1748
$6.16M ﹤0.01%
177,981
+65,315
1749
$6.15M ﹤0.01%
82,038
+73,508
1750
$6.14M ﹤0.01%
285,224
+35,199