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
1226
$22.3M 0.01%
250,587
-12,628
1227
$22.3M 0.01%
103,009
-1,549
1228
$22.3M 0.01%
167,484
+21,062
1229
$22.2M 0.01%
156,834
-20,713
1230
$22.2M 0.01%
913,294
+291,360
1231
$22.1M 0.01%
+544,802
1232
$22.1M 0.01%
468,031
+12,372
1233
$22.1M 0.01%
487,082
-170,799
1234
$22.1M 0.01%
551,686
+14,030
1235
$21.9M 0.01%
81,372
+3,648
1236
$21.9M 0.01%
556,939
-122,541
1237
$21.8M 0.01%
237,347
-117,266
1238
$21.8M 0.01%
324,237
-72,880
1239
$21.8M 0.01%
79,975
-24,929
1240
$21.8M 0.01%
246,469
-118,224
1241
$21.7M 0.01%
960,773
+14,913
1242
$21.7M 0.01%
500,200
+134,347
1243
$21.7M 0.01%
862,527
+274,402
1244
$21.6M 0.01%
2,468,547
-102,896
1245
$21.5M 0.01%
114,455
-6,533
1246
$21.5M 0.01%
401,851
-16,016
1247
$21.5M 0.01%
179,669
-228,007
1248
$21.5M 0.01%
210,430
+109,392
1249
$21.5M 0.01%
654,085
-41,735
1250
$21.5M 0.01%
821,557
+108,549