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
151
$437M 0.15%
6,015,337
-425,426
152
$432M 0.14%
1,864,948
-274,878
153
$432M 0.14%
2,085,588
+74,518
154
$429M 0.14%
1,762,597
+582,538
155
$427M 0.14%
8,058,919
-1,932,213
156
$427M 0.14%
6,671,623
+2,808,451
157
$425M 0.14%
3,222,875
-320,668
158
$424M 0.14%
1,199,390
+6,821
159
$421M 0.14%
5,030,890
+1,381,907
160
$414M 0.14%
8,967,195
+2,037,645
161
$412M 0.14%
1,918,067
+1,100,467
162
$410M 0.14%
3,617,524
+277,819
163
$407M 0.14%
2,917,003
+2,341,376
164
$404M 0.13%
2,003,252
-261,005
165
$404M 0.13%
6,067,257
+369,938
166
$403M 0.13%
1,556,866
+270,933
167
$403M 0.13%
5,779,201
-2,886,347
168
$396M 0.13%
583,353
-26,735
169
$396M 0.13%
2,302,335
+99,465
170
$388M 0.13%
11,774,243
-1,089,848
171
$386M 0.13%
1,439,314
-838,463
172
$379M 0.13%
5,002,211
-132,107
173
$370M 0.12%
3,323,108
+26,253
174
$366M 0.12%
13,968,592
-4,580,054
175
$365M 0.12%
5,078,807
-248,981