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
1901
$9.24M ﹤0.01%
131,597
-40,630
1902
$9.23M ﹤0.01%
478,632
+25,269
1903
$9.23M ﹤0.01%
116,487
+2,634
1904
$9.21M ﹤0.01%
191,938
+8,394
1905
$9.21M ﹤0.01%
22,163
+2,427
1906
$9.18M ﹤0.01%
103,008
-2,605
1907
$9.18M ﹤0.01%
46,763
-43,930
1908
$9.18M ﹤0.01%
352,680
+13,201
1909
$9.18M ﹤0.01%
317,203
+202,086
1910
$9.17M ﹤0.01%
251,480
+5,129
1911
$9.17M ﹤0.01%
55,037
+4,654
1912
$9.17M ﹤0.01%
61,059
+11,240
1913
$9.15M ﹤0.01%
720,355
-18,605
1914
$9.15M ﹤0.01%
257,515
+48,700
1915
$9.14M ﹤0.01%
235,497
+179,241
1916
$9.14M ﹤0.01%
102,720
+10,488
1917
$9.12M ﹤0.01%
435,878
-26,723
1918
$9.11M ﹤0.01%
237,365
+14,540
1919
$9.11M ﹤0.01%
277,809
+78,184
1920
$9.11M ﹤0.01%
464,743
+11,986
1921
$9.1M ﹤0.01%
65,545
-1,144
1922
$9.09M ﹤0.01%
942,385
-58,958
1923
$9.06M ﹤0.01%
92,280
+58,751
1924
$9.03M ﹤0.01%
40,500
+989
1925
$8.98M ﹤0.01%
230,849
+61,088