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
2601
$3.26M ﹤0.01%
335,464
+9,433
2602
$3.26M ﹤0.01%
87,602
+11,636
2603
$3.25M ﹤0.01%
257,212
-7,740
2604
$3.25M ﹤0.01%
136,443
+14,019
2605
$3.23M ﹤0.01%
261,634
-22,077
2606
$3.22M ﹤0.01%
170,605
+22,306
2607
$3.21M ﹤0.01%
126,727
+96,568
2608
$3.2M ﹤0.01%
62,865
+1,680
2609
$3.2M ﹤0.01%
68,088
+11,484
2610
$3.2M ﹤0.01%
56,714
+37,150
2611
$3.19M ﹤0.01%
37,557
-21,976
2612
$3.19M ﹤0.01%
286,369
+10,297
2613
$3.17M ﹤0.01%
3,880
+354
2614
$3.17M ﹤0.01%
588,228
+40,760
2615
$3.15M ﹤0.01%
448,758
-291,409
2616
$3.15M ﹤0.01%
77,756
-141,759
2617
$3.14M ﹤0.01%
145,421
-6,709
2618
$3.14M ﹤0.01%
63,505
-24,801
2619
$3.13M ﹤0.01%
67,757
+37,301
2620
$3.13M ﹤0.01%
128,321
+32,371
2621
$3.13M ﹤0.01%
153,159
-6,438
2622
$3.13M ﹤0.01%
119,406
+15,153
2623
$3.12M ﹤0.01%
63,019
-5,910
2624
$3.11M ﹤0.01%
62,204
+5,386
2625
$3.1M ﹤0.01%
+25,754