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
2051
$3.9M ﹤0.01%
61,833
-6,891
2052
$3.9M ﹤0.01%
368,153
+45,600
2053
$3.89M ﹤0.01%
150,207
+17,265
2054
$3.89M ﹤0.01%
413,570
+64,855
2055
$3.88M ﹤0.01%
198,818
-102,791
2056
$3.88M ﹤0.01%
249,112
-1,155
2057
$3.87M ﹤0.01%
840,429
+108,981
2058
$3.86M ﹤0.01%
87,083
+25,229
2059
$3.86M ﹤0.01%
313,310
-43,042
2060
$3.85M ﹤0.01%
128,893
-3,085
2061
$3.84M ﹤0.01%
101,102
+30,304
2062
$3.83M ﹤0.01%
79,287
-77,181
2063
$3.82M ﹤0.01%
123,900
-2,118
2064
$3.82M ﹤0.01%
205,709
+12,111
2065
$3.81M ﹤0.01%
210,003
+76,934
2066
$3.81M ﹤0.01%
192,825
-3,190
2067
$3.81M ﹤0.01%
68,148
+32,096
2068
$3.8M ﹤0.01%
925,283
-473,571
2069
$3.78M ﹤0.01%
137,690
+7,181
2070
$3.75M ﹤0.01%
55,400
-2,862
2071
$3.75M ﹤0.01%
131,451
-8,203
2072
$3.75M ﹤0.01%
462,571
+38,627
2073
$3.74M ﹤0.01%
137,273
-27,495
2074
$3.74M ﹤0.01%
18,508
+6,438
2075
$3.74M ﹤0.01%
+354,590