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
2551
$3.56M ﹤0.01%
112,294
-25,356
2552
$3.56M ﹤0.01%
58,338
+2,123
2553
$3.56M ﹤0.01%
194,086
+6,202
2554
$3.55M ﹤0.01%
92,199
-18,567
2555
$3.54M ﹤0.01%
245,827
-111,055
2556
$3.53M ﹤0.01%
96,830
+86,718
2557
$3.52M ﹤0.01%
241,588
-69,067
2558
$3.51M ﹤0.01%
69,905
-17,793
2559
$3.51M ﹤0.01%
136,650
+26,045
2560
$3.51M ﹤0.01%
57,873
+2,548
2561
$3.51M ﹤0.01%
52,429
+16,778
2562
$3.5M ﹤0.01%
51,171
-6,572
2563
$3.45M ﹤0.01%
137,373
+13,065
2564
$3.45M ﹤0.01%
84,590
+3,655
2565
$3.44M ﹤0.01%
43,797
+7,461
2566
$3.44M ﹤0.01%
103,611
-20,291
2567
$3.43M ﹤0.01%
95,079
+4,274
2568
$3.43M ﹤0.01%
322,688
-24,770
2569
$3.42M ﹤0.01%
73,726
-5,068
2570
$3.42M ﹤0.01%
51,245
+1,488
2571
$3.41M ﹤0.01%
5,559
-1,080
2572
$3.4M ﹤0.01%
225,598
+8,503
2573
$3.4M ﹤0.01%
74,111
+1,913
2574
$3.39M ﹤0.01%
129,947
-5,381
2575
$3.38M ﹤0.01%
41,999
-16,113