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
1976
$8.37M ﹤0.01%
180,938
+156,176
1977
$8.36M ﹤0.01%
495,786
+23,009
1978
$8.34M ﹤0.01%
198,556
+7,678
1979
$8.33M ﹤0.01%
235,066
-10,641
1980
$8.31M ﹤0.01%
80,525
+9,658
1981
$8.31M ﹤0.01%
560,823
-10,317
1982
$8.3M ﹤0.01%
97,620
+4,413
1983
$8.29M ﹤0.01%
84,074
+3,943
1984
$8.28M ﹤0.01%
200,799
-311,245
1985
$8.26M ﹤0.01%
46,795
+8,756
1986
$8.25M ﹤0.01%
88,996
-2,109
1987
$8.25M ﹤0.01%
353,176
+23,258
1988
$8.24M ﹤0.01%
109,332
+11,343
1989
$8.24M ﹤0.01%
154,970
-316,027
1990
$8.24M ﹤0.01%
570,143
+11,784
1991
$8.21M ﹤0.01%
437,929
-173,354
1992
$8.2M ﹤0.01%
451,734
+101,301
1993
$8.2M ﹤0.01%
189,053
-2,949
1994
$8.19M ﹤0.01%
133,710
+73,510
1995
$8.16M ﹤0.01%
+238,333
1996
$8.15M ﹤0.01%
144,515
+20,666
1997
$8.15M ﹤0.01%
303,491
+10,098
1998
$8.14M ﹤0.01%
807,092
-163,426
1999
$8.13M ﹤0.01%
182,932
-4,475
2000
$8.13M ﹤0.01%
75,862
+33,113