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
1201
$23.1M 0.01%
338,161
+74,033
1202
$23.1M 0.01%
245,557
+83,793
1203
$23M 0.01%
441,656
+11,831
1204
$23M 0.01%
138,491
+39,289
1205
$22.9M 0.01%
557,720
-6,281
1206
$22.9M 0.01%
153,279
+4,807
1207
$22.8M 0.01%
497,436
-439,179
1208
$22.8M 0.01%
391,572
+84,910
1209
$22.7M 0.01%
744,655
+44,941
1210
$22.7M 0.01%
325,667
-143,719
1211
$22.7M 0.01%
342,706
-31,846
1212
$22.7M 0.01%
246,755
+55,706
1213
$22.7M 0.01%
450,146
+28,555
1214
$22.7M 0.01%
626,089
-36,216
1215
$22.6M 0.01%
180,455
+77,746
1216
$22.6M 0.01%
190,179
-284,231
1217
$22.6M 0.01%
568,730
+25,268
1218
$22.6M 0.01%
565,170
+11,291
1219
$22.6M 0.01%
145,969
-5,018
1220
$22.5M 0.01%
320,144
+111,305
1221
$22.5M 0.01%
924,825
+4,917
1222
$22.4M 0.01%
1,107,006
-66,145
1223
$22.4M 0.01%
159,387
-6,812
1224
$22.4M 0.01%
+485,390
1225
$22.3M 0.01%
576,031
+101,325