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
2101
$3.63M ﹤0.01%
292,197
+65,190
2102
$3.62M ﹤0.01%
357,243
+10,309
2103
$3.62M ﹤0.01%
221,586
-11,276
2104
$3.61M ﹤0.01%
109,095
+22,315
2105
$3.6M ﹤0.01%
131,915
-830
2106
$3.6M ﹤0.01%
116,307
-2,019
2107
$3.59M ﹤0.01%
1,081,733
-566,607
2108
$3.58M ﹤0.01%
125,827
-8,407
2109
$3.58M ﹤0.01%
9,672
+1,523
2110
$3.58M ﹤0.01%
90,574
+59,580
2111
$3.56M ﹤0.01%
736,614
+144,874
2112
$3.55M ﹤0.01%
293,536
-43,751
2113
$3.55M ﹤0.01%
85,093
+45,010
2114
$3.55M ﹤0.01%
216,986
-278,561
2115
$3.55M ﹤0.01%
67,668
-85,657
2116
$3.53M ﹤0.01%
48,189
+9,536
2117
$3.53M ﹤0.01%
226,460
-14,138
2118
$3.52M ﹤0.01%
189,772
+22,210
2119
$3.52M ﹤0.01%
204,109
-48,792
2120
$3.52M ﹤0.01%
60,424
-16,883
2121
$3.52M ﹤0.01%
72,153
-22,348
2122
$3.5M ﹤0.01%
569,558
+57,978
2123
$3.5M ﹤0.01%
+257,192
2124
$3.49M ﹤0.01%
+194,614
2125
$3.48M ﹤0.01%
75,099
+21,725