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
1001
$31.7M 0.01%
329,579
-11,573
1002
$31.7M 0.01%
230,045
-497,896
1003
$31.6M 0.01%
993,344
+162,743
1004
$31.6M 0.01%
1,357,387
+60,017
1005
$31.5M 0.01%
330,732
-88,284
1006
$31.5M 0.01%
478,350
-59,810
1007
$31.5M 0.01%
998,314
+13,438
1008
$31.4M 0.01%
580,342
+67,358
1009
$31.3M 0.01%
1,854,918
-53,362
1010
$31.2M 0.01%
1,158,205
+544,870
1011
$31.2M 0.01%
65,790
+23,457
1012
$31.2M 0.01%
615,676
+262,376
1013
$31.1M 0.01%
912,782
-35,514
1014
$31.1M 0.01%
1,971,582
-540,752
1015
$30.8M 0.01%
619,068
-273,692
1016
$30.8M 0.01%
89,109
-36,465
1017
$30.7M 0.01%
645,474
-544,786
1018
$30.6M 0.01%
446,390
+401,141
1019
$30.6M 0.01%
635,884
-46,565
1020
$30.6M 0.01%
587,103
+127,004
1021
$30.5M 0.01%
163,135
-22,457
1022
$30.5M 0.01%
571,302
+9,763
1023
$30.4M 0.01%
445,760
-30,785
1024
$30.4M 0.01%
1,545,222
-2,085,470
1025
$30.3M 0.01%
48,437
-7,008