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
1251
$21.5M 0.01%
262,755
+16,317
1252
$21.5M 0.01%
438,664
-3,328
1253
$21.5M 0.01%
334,749
+7,935
1254
$21.5M 0.01%
586,359
-12,467
1255
$21.4M 0.01%
497,277
+20,761
1256
$21.4M 0.01%
255,686
-10,824
1257
$21.3M 0.01%
532,046
+153,515
1258
$21.3M 0.01%
240,562
+16,433
1259
$21.3M 0.01%
864,912
+355,038
1260
$21.3M 0.01%
308,892
+6,211
1261
$21.3M 0.01%
125,978
-49,631
1262
$21.3M 0.01%
87,256
+30,426
1263
$21.3M 0.01%
1,821,223
+705,798
1264
$21.2M 0.01%
424,663
+28,324
1265
$21.2M 0.01%
616,926
-12,054
1266
$21.2M 0.01%
222,303
+5,443
1267
$21.2M 0.01%
421,279
+12,208
1268
$21.2M 0.01%
183,272
+16,394
1269
$21.2M 0.01%
70,419
-4,137
1270
$21.1M 0.01%
592,579
-1,129
1271
$21.1M 0.01%
485,680
+13,675
1272
$21.1M 0.01%
202,492
-52,464
1273
$21.1M 0.01%
+1,250,084
1274
$21M 0.01%
375,081
-18,363
1275
$21M 0.01%
408,013
+14,454