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
1376
$18M 0.01%
382,435
-26,998
1377
$18M 0.01%
208,723
-220,796
1378
$18M 0.01%
317,404
+43,767
1379
$18M 0.01%
214,411
-24,679
1380
$17.9M 0.01%
195,991
-5,718
1381
$17.9M 0.01%
386,588
-8,718
1382
$17.9M 0.01%
822,272
+252,499
1383
$17.9M 0.01%
130,483
+2,113
1384
$17.9M 0.01%
297,432
+7,782
1385
$17.8M 0.01%
524,690
+216,547
1386
$17.8M 0.01%
344,092
-64,458
1387
$17.8M 0.01%
692,978
-10,419
1388
$17.7M 0.01%
971,184
+318,904
1389
$17.7M 0.01%
75,461
-78,984
1390
$17.7M 0.01%
162,800
-3,125
1391
$17.7M 0.01%
488,660
-1,577
1392
$17.7M 0.01%
607,259
+14,910
1393
$17.6M 0.01%
143,460
-5,906
1394
$17.6M 0.01%
15,459
+4,928
1395
$17.6M 0.01%
956,083
-18,753
1396
$17.6M 0.01%
499,461
-64,280
1397
$17.5M 0.01%
302,455
+28,218
1398
$17.5M 0.01%
200,479
-25,568
1399
$17.5M 0.01%
636,726
-6,686
1400
$17.5M 0.01%
1,032,479
+5,176