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
3026
$1.2M ﹤0.01%
185,480
+21,783
3027
$1.2M ﹤0.01%
+33,023
3028
$1.2M ﹤0.01%
43,613
+230
3029
$1.2M ﹤0.01%
25,032
-2,440
3030
$1.2M ﹤0.01%
+88,293
3031
$1.19M ﹤0.01%
63,742
-14,753
3032
$1.18M ﹤0.01%
12,208
+7,093
3033
$1.18M ﹤0.01%
41,181
-17,639
3034
$1.17M ﹤0.01%
+55,312
3035
$1.17M ﹤0.01%
57,832
+39,262
3036
$1.17M ﹤0.01%
23,536
+8,766
3037
$1.17M ﹤0.01%
+129,818
3038
$1.17M ﹤0.01%
25,278
-1,729
3039
$1.17M ﹤0.01%
79,946
-46,515
3040
$1.16M ﹤0.01%
24,300
-16,100
3041
$1.16M ﹤0.01%
157,129
+7,463
3042
$1.15M ﹤0.01%
120,841
-12,692
3043
$1.15M ﹤0.01%
17,132
+12,037
3044
$1.15M ﹤0.01%
48,844
-229
3045
$1.15M ﹤0.01%
+33,106
3046
$1.14M ﹤0.01%
51,268
+34,216
3047
$1.14M ﹤0.01%
21,197
+1,594
3048
$1.14M ﹤0.01%
39,448
+28,590
3049
$1.14M ﹤0.01%
35,211
-83,145
3050
$1.14M ﹤0.01%
+6,065