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
2301
$2.67M ﹤0.01%
105,388
-1,409
2302
$2.67M ﹤0.01%
735,649
-87,853
2303
$2.66M ﹤0.01%
64,647
+32,498
2304
$2.66M ﹤0.01%
70,995
-37,636
2305
$2.66M ﹤0.01%
10,152
-720
2306
$2.66M ﹤0.01%
150,267
+28,648
2307
$2.65M ﹤0.01%
54,938
+10,681
2308
$2.64M ﹤0.01%
161,980
-391,817
2309
$2.63M ﹤0.01%
146,838
-1,474
2310
$2.62M ﹤0.01%
1,525,872
-55,504
2311
$2.62M ﹤0.01%
143,030
+762
2312
$2.62M ﹤0.01%
+218,871
2313
$2.61M ﹤0.01%
210,032
+53,241
2314
$2.6M ﹤0.01%
87,412
-37
2315
$2.6M ﹤0.01%
62,660
+19,736
2316
$2.6M ﹤0.01%
5,644
+425
2317
$2.59M ﹤0.01%
152,800
-110,861
2318
$2.59M ﹤0.01%
2,402
+173
2319
$2.58M ﹤0.01%
28,192
-1,001
2320
$2.56M ﹤0.01%
43,952
+118
2321
$2.56M ﹤0.01%
34,370
+15,092
2322
$2.56M ﹤0.01%
98,500
+24,274
2323
$2.55M ﹤0.01%
165,496
-2,493
2324
$2.55M ﹤0.01%
224,850
+93,394
2325
$2.55M ﹤0.01%
97,673
-6,505