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
1176
$24M 0.01%
435,591
-10,919
1177
$23.9M 0.01%
451,634
+39,958
1178
$23.9M 0.01%
250,066
+7,733
1179
$23.9M 0.01%
162,034
+14,929
1180
$23.8M 0.01%
597,784
-7,919
1181
$23.8M 0.01%
287,036
-586,907
1182
$23.8M 0.01%
1,306,998
-677
1183
$23.7M 0.01%
1,691,607
-358,118
1184
$23.6M 0.01%
333,953
+12,124
1185
$23.6M 0.01%
1,288,986
+22,986
1186
$23.6M 0.01%
683,031
+143,210
1187
$23.6M 0.01%
554,174
+124,080
1188
$23.4M 0.01%
1,022,104
-1,415
1189
$23.4M 0.01%
148,317
+141
1190
$23.4M 0.01%
815,918
+38,052
1191
$23.4M 0.01%
201,357
+15,044
1192
$23.3M 0.01%
538,168
-7,890
1193
$23.3M 0.01%
756,112
+28,624
1194
$23.3M 0.01%
141,757
-5,960
1195
$23.2M 0.01%
1,140,276
-22,351
1196
$23.2M 0.01%
115,852
-386,143
1197
$23.2M 0.01%
256,192
+8,120
1198
$23.1M 0.01%
801,489
-24,055
1199
$23.1M 0.01%
556,157
+454,169
1200
$23.1M 0.01%
711,733
-50,537