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
1801
$5.76M ﹤0.01%
209,348
+8,862
1802
$5.75M ﹤0.01%
397,247
-170,136
1803
$5.73M ﹤0.01%
185,080
+65,891
1804
$5.72M ﹤0.01%
443,781
+7,415
1805
$5.71M ﹤0.01%
60,192
+1,286
1806
$5.71M ﹤0.01%
626,993
+159,525
1807
$5.69M ﹤0.01%
75,446
+4,535
1808
$5.68M ﹤0.01%
458,241
-125,777
1809
$5.68M ﹤0.01%
206,813
+49,980
1810
$5.68M ﹤0.01%
139,577
-5,255
1811
$5.68M ﹤0.01%
535,000
+8,926
1812
$5.67M ﹤0.01%
307,692
-54,381
1813
$5.67M ﹤0.01%
210,549
-2,736
1814
$5.65M ﹤0.01%
353,384
+7,595
1815
$5.61M ﹤0.01%
123,393
-4,249
1816
$5.59M ﹤0.01%
139,649
-2,486
1817
$5.58M ﹤0.01%
127,949
+40,232
1818
$5.58M ﹤0.01%
146,930
-12,812
1819
$5.57M ﹤0.01%
96,335
-17,670
1820
$5.54M ﹤0.01%
290,580
-4,675
1821
$5.54M ﹤0.01%
278,757
-27,413
1822
$5.53M ﹤0.01%
158,519
+107,743
1823
$5.51M ﹤0.01%
208,234
+14,543
1824
$5.51M ﹤0.01%
216,009
-89,856
1825
$5.49M ﹤0.01%
36,572
-41,610