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
676
$63.1M 0.02%
683,688
-12,715
677
$62.9M 0.02%
289,704
-17,132
678
$62.8M 0.02%
2,434,051
+1,168,541
679
$62.7M 0.02%
1,283,646
+5,943
680
$62.7M 0.02%
1,859,234
+22,592
681
$62.5M 0.02%
273,488
+170,877
682
$62.5M 0.02%
1,667,377
+177,580
683
$62.4M 0.02%
1,996,637
-453,959
684
$62.1M 0.02%
6,905,400
+1,443,067
685
$61.9M 0.02%
1,643,986
+13,133
686
$61.9M 0.02%
2,793,878
+391,210
687
$61.7M 0.02%
734,991
+145,288
688
$61.5M 0.02%
1,072,666
+111,420
689
$61.4M 0.02%
3,072,330
-5,462
690
$61.4M 0.02%
1,413,029
+23,702
691
$61.4M 0.02%
742,103
+43,491
692
$61.1M 0.02%
247,847
+10,317
693
$61M 0.02%
557,160
-115,220
694
$60.9M 0.02%
1,404,574
+78,307
695
$60.6M 0.02%
529,411
+21,514
696
$60.4M 0.02%
905,166
-35,912
697
$60.4M 0.02%
326,554
-43,543
698
$60.4M 0.02%
193,782
+32,587
699
$60.4M 0.02%
474,412
-18,178
700
$59.9M 0.02%
266,185
+57,620