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
2826
$1.93M ﹤0.01%
320,165
-123,915
2827
$1.93M ﹤0.01%
89,459
-103,884
2828
$1.92M ﹤0.01%
24,616
+12,162
2829
$1.9M ﹤0.01%
285,651
+160,792
2830
$1.89M ﹤0.01%
83,586
-33,283
2831
$1.89M ﹤0.01%
+41,470
2832
$1.89M ﹤0.01%
40,219
-4,192
2833
$1.88M ﹤0.01%
24,449
+7,061
2834
$1.88M ﹤0.01%
100,350
-11,084
2835
$1.87M ﹤0.01%
106,306
+368
2836
$1.87M ﹤0.01%
+51,899
2837
$1.86M ﹤0.01%
499,700
-16,888
2838
$1.85M ﹤0.01%
126,643
-35,535
2839
$1.85M ﹤0.01%
46,200
+1,499
2840
$1.85M ﹤0.01%
174,950
+4,454
2841
$1.84M ﹤0.01%
18,025
+591
2842
$1.83M ﹤0.01%
140,522
+102,595
2843
$1.81M ﹤0.01%
7,264
+807
2844
$1.81M ﹤0.01%
126,722
-123,583
2845
$1.81M ﹤0.01%
91,856
+3,517
2846
$1.8M ﹤0.01%
178,759
-52,146
2847
$1.8M ﹤0.01%
92,542
-16,777
2848
$1.8M ﹤0.01%
+95,829
2849
$1.8M ﹤0.01%
71,254
-52,294
2850
$1.8M ﹤0.01%
69,920
+23,149