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
1776
$10.8M ﹤0.01%
68,949
-12,700
1777
$10.8M ﹤0.01%
317,871
+47,885
1778
$10.8M ﹤0.01%
508,580
+21,104
1779
$10.8M ﹤0.01%
253,402
-29,701
1780
$10.8M ﹤0.01%
398,814
-1,202
1781
$10.8M ﹤0.01%
742,256
+22,018
1782
$10.8M ﹤0.01%
213,448
+1,820
1783
$10.8M ﹤0.01%
89,951
-5,056
1784
$10.8M ﹤0.01%
93,667
+37,267
1785
$10.7M ﹤0.01%
485,560
+461,937
1786
$10.7M ﹤0.01%
187,849
-12,593
1787
$10.7M ﹤0.01%
532,978
+22,905
1788
$10.7M ﹤0.01%
549,606
-3,041
1789
$10.7M ﹤0.01%
410,892
-13,081
1790
$10.7M ﹤0.01%
206,193
+11,832
1791
$10.7M ﹤0.01%
98,194
-2,789
1792
$10.7M ﹤0.01%
212,493
+30,060
1793
$10.7M ﹤0.01%
175,057
-66,372
1794
$10.7M ﹤0.01%
253,402
+5,322
1795
$10.6M ﹤0.01%
438,196
+153,146
1796
$10.6M ﹤0.01%
361,301
+11,611
1797
$10.6M ﹤0.01%
419,678
-65,278
1798
$10.6M ﹤0.01%
518,236
+84,472
1799
$10.6M ﹤0.01%
523,472
+185,606
1800
$10.6M ﹤0.01%
276,533
+10,083