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
2851
$1.79M ﹤0.01%
43,805
+7,903
2852
$1.78M ﹤0.01%
110,520
+11,298
2853
$1.78M ﹤0.01%
19,160
+3,842
2854
$1.77M ﹤0.01%
292,910
-736
2855
$1.77M ﹤0.01%
83,093
-16,893
2856
$1.77M ﹤0.01%
265,323
+107,428
2857
$1.76M ﹤0.01%
2,111
2858
$1.76M ﹤0.01%
73,363
-16,336
2859
$1.76M ﹤0.01%
14,650
-1,092
2860
$1.76M ﹤0.01%
75,810
-7,950
2861
$1.76M ﹤0.01%
+909
2862
$1.76M ﹤0.01%
34,888
+3,911
2863
$1.75M ﹤0.01%
73,149
-21,594
2864
$1.75M ﹤0.01%
141,234
-2,402
2865
$1.74M ﹤0.01%
31,385
+24,132
2866
$1.74M ﹤0.01%
526,598
+20,955
2867
$1.74M ﹤0.01%
40,064
+673
2868
$1.74M ﹤0.01%
47,347
+454
2869
$1.74M ﹤0.01%
144,660
-20,697
2870
$1.73M ﹤0.01%
+123,215
2871
$1.73M ﹤0.01%
25,763
-15,361
2872
$1.73M ﹤0.01%
18,408
+2,919
2873
$1.72M ﹤0.01%
104,070
+92,612
2874
$1.72M ﹤0.01%
+41,643
2875
$1.72M ﹤0.01%
88,161
+1,831