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
1351
$18.7M 0.01%
338,421
+10,048
1352
$18.7M 0.01%
575,097
+61,291
1353
$18.6M 0.01%
788,920
-172,002
1354
$18.6M 0.01%
532,834
+22,271
1355
$18.6M 0.01%
425,497
-3,217
1356
$18.6M 0.01%
31,102
-7,643
1357
$18.5M 0.01%
208,914
+713
1358
$18.5M 0.01%
147,652
-2,999
1359
$18.5M 0.01%
103,412
-436
1360
$18.5M 0.01%
253,890
+175,766
1361
$18.5M 0.01%
722,328
+463,198
1362
$18.5M 0.01%
607,805
+20,835
1363
$18.5M 0.01%
961,285
+180,818
1364
$18.4M 0.01%
81,737
+3,595
1365
$18.4M 0.01%
34,761
+246
1366
$18.4M 0.01%
1,228,039
+35,932
1367
$18.4M 0.01%
480,182
+3,377
1368
$18.4M 0.01%
676,955
+90,090
1369
$18.4M 0.01%
548,154
-57,771
1370
$18.3M 0.01%
1,250,009
-661,998
1371
$18.2M 0.01%
923,313
-163,115
1372
$18.2M 0.01%
216,037
-4,556
1373
$18.2M 0.01%
877,042
-139,045
1374
$18.1M 0.01%
441,922
-13,099
1375
$18.1M 0.01%
177,581
-268