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
2526
$3.69M ﹤0.01%
91,057
+4,167
2527
$3.69M ﹤0.01%
150,692
+5,715
2528
$3.68M ﹤0.01%
307,030
+7,992
2529
$3.68M ﹤0.01%
47,504
+12,300
2530
$3.68M ﹤0.01%
388,273
-14,144
2531
$3.67M ﹤0.01%
80,241
-8,406
2532
$3.67M ﹤0.01%
64,428
+1,528
2533
$3.65M ﹤0.01%
92,750
+4,845
2534
$3.65M ﹤0.01%
237,655
-79,918
2535
$3.64M ﹤0.01%
28,044
+602
2536
$3.64M ﹤0.01%
100,133
-7,170
2537
$3.63M ﹤0.01%
40,153
+2,308
2538
$3.62M ﹤0.01%
185,269
+75,879
2539
$3.62M ﹤0.01%
17,162
-193
2540
$3.62M ﹤0.01%
+21,761
2541
$3.62M ﹤0.01%
182,951
+4,096
2542
$3.62M ﹤0.01%
217,262
+7,651
2543
$3.61M ﹤0.01%
287,866
+11,910
2544
$3.61M ﹤0.01%
82,482
-2,351
2545
$3.61M ﹤0.01%
102,296
+3,568
2546
$3.6M ﹤0.01%
176,336
-5,064
2547
$3.58M ﹤0.01%
207,319
+16,678
2548
$3.58M ﹤0.01%
48,935
-5,111
2549
$3.58M ﹤0.01%
149,492
+5,499
2550
$3.57M ﹤0.01%
397,713
+23,928