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
2401
$2.22M ﹤0.01%
56,299
+7,191
2402
$2.21M ﹤0.01%
+61,289
2403
$2.21M ﹤0.01%
91,109
+3,436
2404
$2.2M ﹤0.01%
24,115
+22,541
2405
$2.2M ﹤0.01%
25,976
+1,887
2406
$2.19M ﹤0.01%
266,234
-926,894
2407
$2.19M ﹤0.01%
238,820
+3,550
2408
$2.19M ﹤0.01%
28,249
-206
2409
$2.19M ﹤0.01%
125,486
+12,448
2410
$2.18M ﹤0.01%
81,717
-2,361
2411
$2.16M ﹤0.01%
44,585
+6,556
2412
$2.15M ﹤0.01%
80,694
-9,790
2413
$2.15M ﹤0.01%
43,727
+5,510
2414
$2.15M ﹤0.01%
17,526
+55
2415
$2.15M ﹤0.01%
83,217
-9,822
2416
$2.14M ﹤0.01%
94,130
-7,637
2417
$2.13M ﹤0.01%
94,441
-9,685
2418
$2.13M ﹤0.01%
107,374
+10,255
2419
$2.13M ﹤0.01%
84,927
-31,354
2420
$2.13M ﹤0.01%
159,296
-55,925
2421
$2.11M ﹤0.01%
85,521
+23,541
2422
$2.11M ﹤0.01%
113,126
-10,166
2423
$2.11M ﹤0.01%
160,400
-3,499
2424
$2.11M ﹤0.01%
50,023
-3,113
2425
$2.1M ﹤0.01%
66,601
-3,033