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
1726
$11.5M ﹤0.01%
654,131
-176,561
1727
$11.5M ﹤0.01%
140,524
-205,471
1728
$11.4M ﹤0.01%
350,660
+209,130
1729
$11.4M ﹤0.01%
259,444
-1,899
1730
$11.4M ﹤0.01%
230,747
-81,932
1731
$11.4M ﹤0.01%
840,815
+89,596
1732
$11.4M ﹤0.01%
260,404
-83,155
1733
$11.4M ﹤0.01%
374,709
+23,870
1734
$11.4M ﹤0.01%
366,571
+20,732
1735
$11.4M ﹤0.01%
163,762
-13,738
1736
$11.3M ﹤0.01%
241,340
+7,199
1737
$11.3M ﹤0.01%
110,121
+4,644
1738
$11.3M ﹤0.01%
46,424
-9,353
1739
$11.3M ﹤0.01%
148,129
+7,728
1740
$11.3M ﹤0.01%
211,718
+28,700
1741
$11.2M ﹤0.01%
262,900
+834
1742
$11.2M ﹤0.01%
251,439
+208,938
1743
$11.2M ﹤0.01%
265,123
+28,458
1744
$11.2M ﹤0.01%
175,961
-5,117
1745
$11.2M ﹤0.01%
470,555
+24,585
1746
$11.2M ﹤0.01%
442,605
+290,719
1747
$11.2M ﹤0.01%
149,790
+26,945
1748
$11.2M ﹤0.01%
271,695
-9,984
1749
$11.2M ﹤0.01%
75,637
-9,144
1750
$11.2M ﹤0.01%
500,932
+20,088