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
1276
$21M 0.01%
311,004
+30,811
1277
$21M 0.01%
829,941
-134,271
1278
$21M 0.01%
354,562
+11,013
1279
$20.9M 0.01%
499,658
-219,180
1280
$20.8M 0.01%
398,195
+103,291
1281
$20.8M 0.01%
985,803
-68,932
1282
$20.8M 0.01%
316,648
+543
1283
$20.8M 0.01%
560,798
+21,724
1284
$20.7M 0.01%
170,214
-330
1285
$20.7M 0.01%
915,557
+120,582
1286
$20.7M 0.01%
105,154
+2,511
1287
$20.6M 0.01%
146,823
-71,440
1288
$20.4M 0.01%
124,208
-11,642
1289
$20.4M 0.01%
707,599
+108,216
1290
$20.3M 0.01%
445,182
-12,240
1291
$20.3M 0.01%
461,545
-73,082
1292
$20.3M 0.01%
551,810
-51,308
1293
$20.3M 0.01%
467,856
+38,259
1294
$20.3M 0.01%
528,798
+49,228
1295
$20.3M 0.01%
217,327
-10,194
1296
$20.2M 0.01%
468,567
+21,065
1297
$20.2M 0.01%
68,420
+313
1298
$20.2M 0.01%
269,899
-45,085
1299
$20.2M 0.01%
579,971
-1,750
1300
$20.2M 0.01%
317,176
+91,432