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
1451
$16.7M 0.01%
1,078,186
-202,822
1452
$16.7M 0.01%
187,555
+10,957
1453
$16.6M 0.01%
246,197
-59,104
1454
$16.6M 0.01%
218,958
-3,594
1455
$16.6M 0.01%
919,370
-18,225
1456
$16.6M 0.01%
399,094
-35,934
1457
$16.6M 0.01%
531,109
+10,996
1458
$16.5M 0.01%
44,980
-252,987
1459
$16.5M 0.01%
635,951
+249,952
1460
$16.5M 0.01%
517,457
-194,871
1461
$16.5M 0.01%
283,530
-270,080
1462
$16.4M 0.01%
764,454
+261,782
1463
$16.4M 0.01%
387,729
+334
1464
$16.2M 0.01%
432,345
+12,369
1465
$16.2M 0.01%
427,338
-147,088
1466
$16.2M 0.01%
228,335
+9,100
1467
$16.2M 0.01%
235,901
+18,149
1468
$16.2M 0.01%
729,144
+160,827
1469
$16.2M 0.01%
128,328
+9,411
1470
$16.1M 0.01%
210,402
-4,983
1471
$16.1M 0.01%
38,953
-1,907
1472
$16.1M 0.01%
95,415
-1,196
1473
$16.1M 0.01%
386,625
+34,956
1474
$16.1M 0.01%
168,575
+3,380
1475
$16.1M 0.01%
711,937
-81,901