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
2676
$2.78M ﹤0.01%
36,465
+25,565
2677
$2.78M ﹤0.01%
23,132
+1,628
2678
$2.78M ﹤0.01%
12,811
-103,948
2679
$2.77M ﹤0.01%
151,058
+15,741
2680
$2.77M ﹤0.01%
204,369
-479
2681
$2.76M ﹤0.01%
164,719
+25,394
2682
$2.76M ﹤0.01%
19,055
+2,310
2683
$2.76M ﹤0.01%
121,844
+34,110
2684
$2.75M ﹤0.01%
24,212
-16,714
2685
$2.75M ﹤0.01%
75,718
+3,912
2686
$2.75M ﹤0.01%
241,421
+49,029
2687
$2.73M ﹤0.01%
29,440
+5,769
2688
$2.73M ﹤0.01%
822,313
-21,147
2689
$2.72M ﹤0.01%
93,284
+43,797
2690
$2.72M ﹤0.01%
110,116
+29,046
2691
$2.72M ﹤0.01%
2,471,295
+111,344
2692
$2.72M ﹤0.01%
155,004
+30,582
2693
$2.72M ﹤0.01%
14,136
+1,069
2694
$2.71M ﹤0.01%
68,222
-145,933
2695
$2.71M ﹤0.01%
355,558
+96,329
2696
$2.67M ﹤0.01%
425,624
+13,725
2697
$2.67M ﹤0.01%
231,224
-20,107
2698
$2.67M ﹤0.01%
74,847
+3,766
2699
$2.67M ﹤0.01%
86,474
+1,890
2700
$2.65M ﹤0.01%
30,020
+394