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
1476
$16.1M 0.01%
192,653
+12,141
1477
$16.1M 0.01%
214,897
-694,388
1478
$16M 0.01%
272,274
-11,934
1479
$16M 0.01%
271,308
+30,581
1480
$16M 0.01%
1,502,210
+1,474,091
1481
$16M 0.01%
391,529
-33,941
1482
$16M 0.01%
130,697
-20,462
1483
$15.8M 0.01%
323,879
+65,087
1484
$15.8M 0.01%
388,272
+127,418
1485
$15.8M 0.01%
132,144
+9,257
1486
$15.8M 0.01%
253,020
+44,970
1487
$15.7M 0.01%
232,985
+17,570
1488
$15.7M 0.01%
19,898
+1,643
1489
$15.7M 0.01%
97,874
-5,996
1490
$15.7M 0.01%
157,594
-2,346
1491
$15.6M 0.01%
386,166
+42,135
1492
$15.6M 0.01%
239,860
-7,073
1493
$15.6M 0.01%
247,963
+15,161
1494
$15.6M 0.01%
419,332
+4,215
1495
$15.6M 0.01%
171,717
-285
1496
$15.6M 0.01%
367,010
+17,802
1497
$15.6M 0.01%
249,458
+39,815
1498
$15.5M 0.01%
1,315,038
-607,998
1499
$15.5M 0.01%
566,629
+3,785
1500
$15.5M 0.01%
565,921
+36,018