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
2001
$4.22M ﹤0.01%
98,213
-4,247
2002
$4.22M ﹤0.01%
159,126
-540,863
2003
$4.21M ﹤0.01%
100,874
+16,657
2004
$4.2M ﹤0.01%
123,709
+14,987
2005
$4.19M ﹤0.01%
119,598
-48,170
2006
$4.18M ﹤0.01%
308,988
+80,858
2007
$4.18M ﹤0.01%
648,490
-261,545
2008
$4.15M ﹤0.01%
144,059
-263,738
2009
$4.15M ﹤0.01%
236,243
+172,122
2010
$4.14M ﹤0.01%
167,205
-16,355
2011
$4.14M ﹤0.01%
63,848
+5,036
2012
$4.14M ﹤0.01%
+210,663
2013
$4.13M ﹤0.01%
213,743
+3,534
2014
$4.13M ﹤0.01%
290,886
+164,115
2015
$4.12M ﹤0.01%
284,418
+3,243
2016
$4.12M ﹤0.01%
130,164
+1,242
2017
$4.11M ﹤0.01%
83,389
-936
2018
$4.11M ﹤0.01%
141,048
-952
2019
$4.1M ﹤0.01%
212,395
-4,461
2020
$4.1M ﹤0.01%
2,810
+738
2021
$4.1M ﹤0.01%
176,827
-5,878
2022
$4.09M ﹤0.01%
223,550
+39,335
2023
$4.09M ﹤0.01%
138,128
-32,883
2024
$4.09M ﹤0.01%
203,056
+60,011
2025
$4.08M ﹤0.01%
92,105
+37,203