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
2751
$2.36M ﹤0.01%
341,509
-121,131
2752
$2.35M ﹤0.01%
326,352
+8,138
2753
$2.35M ﹤0.01%
47,788
+829
2754
$2.35M ﹤0.01%
47,496
+3,088
2755
$2.3M ﹤0.01%
18,722
-178
2756
$2.3M ﹤0.01%
129,442
+6,540
2757
$2.3M ﹤0.01%
38,929
-13,132
2758
$2.29M ﹤0.01%
84,230
+4,351
2759
$2.28M ﹤0.01%
69,786
+5,250
2760
$2.28M ﹤0.01%
80,615
+25,295
2761
$2.27M ﹤0.01%
34,344
-7,935
2762
$2.26M ﹤0.01%
17,992
+2,659
2763
$2.26M ﹤0.01%
49,425
+1,910
2764
$2.26M ﹤0.01%
94,543
-360,151
2765
$2.25M ﹤0.01%
50,310
+38,184
2766
$2.25M ﹤0.01%
655,458
+32,564
2767
$2.25M ﹤0.01%
81,537
-5,783
2768
$2.24M ﹤0.01%
63,517
-6,201
2769
$2.24M ﹤0.01%
209,397
-29,909
2770
$2.24M ﹤0.01%
190,676
-19,102
2771
$2.24M ﹤0.01%
91,802
+3,974
2772
$2.24M ﹤0.01%
147,529
+28,725
2773
$2.23M ﹤0.01%
29,037
-7,900
2774
$2.23M ﹤0.01%
87,639
+5,116
2775
$2.22M ﹤0.01%
119,711
+10,239