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
$301B
AUM Growth
+$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,959
New
Increased
Reduced
Closed

Top Buys

1 +$400M
2 +$342M
3 +$342M
4
LIN icon
Linde
LIN
+$341M
5
IFF icon
International Flavors & Fragrances
IFF
+$327M

Sector Composition

1 Technology 23.09%
2 Financials 11.94%
3 Healthcare 10.94%
4 Consumer Discretionary 9%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$4M ﹤0.01%
31,932
-4,247
2477
$4M ﹤0.01%
791,823
+3,095
2478
$4M ﹤0.01%
391,002
+106,167
2479
$3.99M ﹤0.01%
53,071
+1,461
2480
$3.99M ﹤0.01%
89,976
+3,687
2481
$3.98M ﹤0.01%
292,190
-23,863
2482
$3.98M ﹤0.01%
335,184
-11,050
2483
$3.97M ﹤0.01%
179,390
+17,814
2484
$3.96M ﹤0.01%
224,367
+9,865
2485
$3.96M ﹤0.01%
52,520
+8,250
2486
$3.96M ﹤0.01%
168,579
+7,248
2487
$3.96M ﹤0.01%
131,542
-12,894
2488
$3.94M ﹤0.01%
42,122
-539
2489
$3.92M ﹤0.01%
148,544
+137,233
2490
$3.92M ﹤0.01%
242,497
-7,713
2491
$3.91M ﹤0.01%
199,417
-57,279
2492
$3.9M ﹤0.01%
75,912
+3,343
2493
$3.89M ﹤0.01%
304,428
-70,556
2494
$3.88M ﹤0.01%
96,480
+38,448
2495
$3.88M ﹤0.01%
61,102
-2,520
2496
$3.87M ﹤0.01%
42,131
-1,526
2497
$3.87M ﹤0.01%
+288,686
2498
$3.87M ﹤0.01%
114,903
+8,509
2499
$3.85M ﹤0.01%
62,365
-48,811
2500
$3.85M ﹤0.01%
73,581
-27,990