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
2251
$2.92M ﹤0.01%
49,762
+19,486
2252
$2.92M ﹤0.01%
355,226
-214,197
2253
$2.91M ﹤0.01%
107,582
+29,530
2254
$2.91M ﹤0.01%
2,489,338
+814,938
2255
$2.91M ﹤0.01%
281,607
+79,450
2256
$2.9M ﹤0.01%
150,094
-2,967
2257
$2.9M ﹤0.01%
53,420
+678
2258
$2.89M ﹤0.01%
246,373
-78,377
2259
$2.87M ﹤0.01%
157,958
-764
2260
$2.86M ﹤0.01%
375,881
-75,775
2261
$2.86M ﹤0.01%
96,475
+6,673
2262
$2.85M ﹤0.01%
166,145
+2,745
2263
$2.84M ﹤0.01%
105,861
-76,639
2264
$2.84M ﹤0.01%
33,863
+8,919
2265
$2.84M ﹤0.01%
216,432
+31,896
2266
$2.83M ﹤0.01%
457,715
-272,759
2267
$2.83M ﹤0.01%
57,480
+8,900
2268
$2.83M ﹤0.01%
62,392
+17,255
2269
$2.83M ﹤0.01%
71,599
-53,254
2270
$2.83M ﹤0.01%
125,735
+181
2271
$2.82M ﹤0.01%
61,032
+21,363
2272
$2.82M ﹤0.01%
281,650
+67,400
2273
$2.79M ﹤0.01%
216,123
2274
$2.79M ﹤0.01%
163,432
+8,241
2275
$2.78M ﹤0.01%
82,108
+4,916