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
1901
$4.88M ﹤0.01%
41,300
+457
1902
$4.88M ﹤0.01%
293,165
+19,335
1903
$4.87M ﹤0.01%
86,154
-9,710
1904
$4.85M ﹤0.01%
96,676
+20,020
1905
$4.83M ﹤0.01%
105,690
+27,328
1906
$4.83M ﹤0.01%
262,822
+38,557
1907
$4.83M ﹤0.01%
146,668
-219,355
1908
$4.8M ﹤0.01%
168,747
+98,122
1909
$4.8M ﹤0.01%
211,881
+55,571
1910
$4.8M ﹤0.01%
398,245
-173,316
1911
$4.8M ﹤0.01%
82,998
-31,857
1912
$4.8M ﹤0.01%
132,678
+23,581
1913
$4.79M ﹤0.01%
199,485
+50,990
1914
$4.79M ﹤0.01%
1,345,318
-10,707
1915
$4.77M ﹤0.01%
71,138
+3,701
1916
$4.77M ﹤0.01%
84,898
-1,379
1917
$4.77M ﹤0.01%
205,866
-73,920
1918
$4.76M ﹤0.01%
964,223
-24,869
1919
$4.75M ﹤0.01%
523,285
+76,224
1920
$4.75M ﹤0.01%
294,466
-44,529
1921
$4.75M ﹤0.01%
656,354
+340,256
1922
$4.73M ﹤0.01%
168,955
+48,930
1923
$4.72M ﹤0.01%
85,616
+32,298
1924
$4.72M ﹤0.01%
313,157
-257,407
1925
$4.72M ﹤0.01%
244,714
+16,484