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
3401
$447K ﹤0.01%
17,792
-23,277
3402
$447K ﹤0.01%
25,621
-12,122
3403
$444K ﹤0.01%
90,864
-42,400
3404
$443K ﹤0.01%
+31,382
3405
$443K ﹤0.01%
26,425
+1,630
3406
$443K ﹤0.01%
9,722
-8,393
3407
$442K ﹤0.01%
18,400
-4,500
3408
$440K ﹤0.01%
33,874
-300
3409
$439K ﹤0.01%
+7,596
3410
$439K ﹤0.01%
8,380
-1,174
3411
$438K ﹤0.01%
37,030
3412
$437K ﹤0.01%
4,400
3413
$436K ﹤0.01%
30,335
+400
3414
$436K ﹤0.01%
13,571
-181,216
3415
$436K ﹤0.01%
31,540
3416
$435K ﹤0.01%
+5,851
3417
$434K ﹤0.01%
5,992
-2,772
3418
$433K ﹤0.01%
3,038
+1,036
3419
$432K ﹤0.01%
123,108
+13,477
3420
$431K ﹤0.01%
50,188
+7,625
3421
$425K ﹤0.01%
4,171
+757
3422
$425K ﹤0.01%
+30,269
3423
$423K ﹤0.01%
4,014
-245
3424
$419K ﹤0.01%
27,115
+6,539
3425
$416K ﹤0.01%
+37,154