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
2776
$2.22M ﹤0.01%
+142,608
2777
$2.2M ﹤0.01%
89,273
+7,362
2778
$2.2M ﹤0.01%
49,562
-3,679
2779
$2.2M ﹤0.01%
146,302
+2,092
2780
$2.19M ﹤0.01%
225,316
+10,547
2781
$2.17M ﹤0.01%
35,211
-7,391
2782
$2.16M ﹤0.01%
79,125
-2,896
2783
$2.15M ﹤0.01%
145,722
-4,535
2784
$2.15M ﹤0.01%
274,521
+8,986
2785
$2.14M ﹤0.01%
91,548
-31,238
2786
$2.14M ﹤0.01%
230,220
+8,693
2787
$2.13M ﹤0.01%
+46,538
2788
$2.13M ﹤0.01%
12,472
-2,674
2789
$2.12M ﹤0.01%
127,312
+106,802
2790
$2.11M ﹤0.01%
50,073
+3,833
2791
$2.11M ﹤0.01%
77,397
+9,912
2792
$2.11M ﹤0.01%
+1,397
2793
$2.11M ﹤0.01%
120,821
+41,583
2794
$2.1M ﹤0.01%
110,853
-46,570
2795
$2.1M ﹤0.01%
105,041
+6,057
2796
$2.1M ﹤0.01%
203,960
-16,771
2797
$2.09M ﹤0.01%
36,157
-6,817
2798
$2.08M ﹤0.01%
639,614
+29,627
2799
$2.08M ﹤0.01%
96,944
-167,673
2800
$2.08M ﹤0.01%
15,726
-4,767