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
1126
$25.6M 0.01%
1,052,432
+16,620
1127
$25.6M 0.01%
216,541
-47,900
1128
$25.5M 0.01%
463,158
-18,426
1129
$25.4M 0.01%
1,371,430
-999,806
1130
$25.4M 0.01%
169,133
-74,162
1131
$25.4M 0.01%
795,217
+20,375
1132
$25.4M 0.01%
376,717
-213,207
1133
$25.3M 0.01%
1,071,900
+37,684
1134
$25.3M 0.01%
239,534
+73,160
1135
$25.3M 0.01%
392,892
+35,208
1136
$25.3M 0.01%
1,909,270
-86,378
1137
$25.3M 0.01%
1,070,029
+165,990
1138
$25.2M 0.01%
1,121,183
-167,074
1139
$25.2M 0.01%
152,848
-78,255
1140
$25.2M 0.01%
115,103
+4,242
1141
$25.2M 0.01%
1,116,602
+111,577
1142
$25.2M 0.01%
765,375
-101,162
1143
$25.2M 0.01%
1,156,749
+89,537
1144
$25.1M 0.01%
190,029
+2,985
1145
$25.1M 0.01%
+720,773
1146
$25M 0.01%
151,764
+197
1147
$25M 0.01%
493,750
+147,176
1148
$25M 0.01%
91,640
-20,525
1149
$24.9M 0.01%
324,281
-2,026
1150
$24.9M 0.01%
394,932
-97,170