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
2276
$2.78M ﹤0.01%
407,528
-79,342
2277
$2.78M ﹤0.01%
201,646
-820
2278
$2.78M ﹤0.01%
72,676
-1,655
2279
$2.78M ﹤0.01%
59,152
-6,543
2280
$2.77M ﹤0.01%
+328,424
2281
$2.77M ﹤0.01%
117,662
+378
2282
$2.77M ﹤0.01%
140,592
+58,992
2283
$2.75M ﹤0.01%
135,677
+14,102
2284
$2.75M ﹤0.01%
427,744
-1,511
2285
$2.74M ﹤0.01%
257,819
+82,739
2286
$2.74M ﹤0.01%
83,556
+49,431
2287
$2.74M ﹤0.01%
109,512
+4,638
2288
$2.73M ﹤0.01%
449,875
+66,762
2289
$2.73M ﹤0.01%
411,395
-327,126
2290
$2.72M ﹤0.01%
514,957
-38,516
2291
$2.72M ﹤0.01%
131,757
+11,328
2292
$2.71M ﹤0.01%
+50,357
2293
$2.71M ﹤0.01%
43,523
+12,234
2294
$2.71M ﹤0.01%
48,093
-48,790
2295
$2.71M ﹤0.01%
244,845
+7,294
2296
$2.71M ﹤0.01%
159,906
+37,110
2297
$2.69M ﹤0.01%
33,562
+6,510
2298
$2.69M ﹤0.01%
205,485
-477
2299
$2.68M ﹤0.01%
214,156
+56,478
2300
$2.67M ﹤0.01%
75,468
+30,816