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
2026
$4.08M ﹤0.01%
155,740
+107,314
2027
$4.08M ﹤0.01%
276,814
-5,029
2028
$4.08M ﹤0.01%
83,509
+26,090
2029
$4.07M ﹤0.01%
626,445
+167,285
2030
$4.06M ﹤0.01%
131,975
+49,750
2031
$4.04M ﹤0.01%
197,141
+252
2032
$4.03M ﹤0.01%
148,233
-1,253
2033
$4.03M ﹤0.01%
166,044
+22,668
2034
$4.03M ﹤0.01%
1,026,277
+86,405
2035
$4.02M ﹤0.01%
86,289
-11,796
2036
$4.01M ﹤0.01%
167,225
+2,862
2037
$3.99M ﹤0.01%
181,710
+26,482
2038
$3.98M ﹤0.01%
371,734
+9,574
2039
$3.98M ﹤0.01%
117,502
+36,605
2040
$3.97M ﹤0.01%
69,039
+1,618
2041
$3.96M ﹤0.01%
322,635
-28,251
2042
$3.96M ﹤0.01%
136,340
-3,570
2043
$3.95M ﹤0.01%
334,965
+66,085
2044
$3.93M ﹤0.01%
69,637
-329
2045
$3.92M ﹤0.01%
79,883
+6,686
2046
$3.92M ﹤0.01%
174,720
+22,625
2047
$3.92M ﹤0.01%
844,422
-40,075
2048
$3.92M ﹤0.01%
30,623
+1,256
2049
$3.91M ﹤0.01%
259,486
-4,963
2050
$3.91M ﹤0.01%
125,672
-100,202