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
3501
$341K ﹤0.01%
5,475
+782
3502
$338K ﹤0.01%
44,751
-180
3503
$336K ﹤0.01%
13,600
3504
$334K ﹤0.01%
12,664
-2,536
3505
$334K ﹤0.01%
20,232
+6,500
3506
$333K ﹤0.01%
27,104
+5,595
3507
$333K ﹤0.01%
27,228
+35
3508
$332K ﹤0.01%
8,437
+64
3509
$332K ﹤0.01%
+14,035
3510
$331K ﹤0.01%
+6,272
3511
$330K ﹤0.01%
6,100
-8,739
3512
$329K ﹤0.01%
11,255
-15,642
3513
$328K ﹤0.01%
13,122
+2,119
3514
$328K ﹤0.01%
38,647
-200,963
3515
$327K ﹤0.01%
6,203
+178
3516
$325K ﹤0.01%
80,833
-250,171
3517
$325K ﹤0.01%
+5,418
3518
$324K ﹤0.01%
3,233
+250
3519
$323K ﹤0.01%
32,836
-1,283,960
3520
$323K ﹤0.01%
+27,233
3521
$322K ﹤0.01%
4,959
+117
3522
$322K ﹤0.01%
23,030
3523
$322K ﹤0.01%
+2,023
3524
$322K ﹤0.01%
9,693
-3,384
3525
$321K ﹤0.01%
+2,680