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
1876
$5.07M ﹤0.01%
318,742
-7,155
1877
$5.06M ﹤0.01%
494,863
-20,340
1878
$5.04M ﹤0.01%
233,414
-25,540
1879
$5.04M ﹤0.01%
253,863
-156,680
1880
$5.03M ﹤0.01%
450,276
+447,398
1881
$5.02M ﹤0.01%
2,058,548
+20,083
1882
$5.02M ﹤0.01%
204,358
-117,017
1883
$5.02M ﹤0.01%
655,191
-65,806
1884
$5.02M ﹤0.01%
128,835
+1,312
1885
$5.02M ﹤0.01%
296,212
+102,104
1886
$5.01M ﹤0.01%
136,977
-4,864
1887
$5M ﹤0.01%
210,458
-83
1888
$5M ﹤0.01%
200,286
+31,112
1889
$5M ﹤0.01%
124,210
-87,881
1890
$4.98M ﹤0.01%
93,834
+44,165
1891
$4.97M ﹤0.01%
158,912
-18,328
1892
$4.97M ﹤0.01%
128,314
+1,981
1893
$4.95M ﹤0.01%
190,907
-89,511
1894
$4.95M ﹤0.01%
+401,638
1895
$4.95M ﹤0.01%
419,644
-8,021
1896
$4.94M ﹤0.01%
203,792
-29,023
1897
$4.93M ﹤0.01%
396,351
+7,230
1898
$4.93M ﹤0.01%
123,747
+13,586
1899
$4.9M ﹤0.01%
287,096
+33,778
1900
$4.88M ﹤0.01%
177,995
+134,902