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
1651
$12.7M ﹤0.01%
572,648
+26,626
1652
$12.7M ﹤0.01%
97,112
-14,270
1653
$12.6M ﹤0.01%
413,865
+318,705
1654
$12.6M ﹤0.01%
303,721
-43,729
1655
$12.6M ﹤0.01%
158,143
+8,500
1656
$12.6M ﹤0.01%
912,906
-345,322
1657
$12.6M ﹤0.01%
235,078
-3,685
1658
$12.5M ﹤0.01%
84,499
+26,638
1659
$12.5M ﹤0.01%
190,350
-5,885
1660
$12.5M ﹤0.01%
658,559
+88,892
1661
$12.5M ﹤0.01%
297,157
+12,239
1662
$12.5M ﹤0.01%
38,874
+3,952
1663
$12.4M ﹤0.01%
148,684
-4,387
1664
$12.4M ﹤0.01%
113,442
+8,530
1665
$12.4M ﹤0.01%
287,275
-6,380,413
1666
$12.4M ﹤0.01%
239,733
+25,100
1667
$12.4M ﹤0.01%
335,397
+15,347
1668
$12.4M ﹤0.01%
214,794
+12,160
1669
$12.4M ﹤0.01%
423,333
-179,517
1670
$12.4M ﹤0.01%
586,442
+24,423
1671
$12.3M ﹤0.01%
207,956
-24,647
1672
$12.3M ﹤0.01%
254,394
-37,721
1673
$12.3M ﹤0.01%
286,258
-4,385
1674
$12.3M ﹤0.01%
441,541
+18,588
1675
$12.3M ﹤0.01%
467,684
-21,141