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
2001
$8.12M ﹤0.01%
143,131
-27,806
2002
$8.1M ﹤0.01%
155,769
-14,149
2003
$8.1M ﹤0.01%
960,562
-378,953
2004
$8.09M ﹤0.01%
193,725
+8,221
2005
$8.07M ﹤0.01%
471,329
+3,793
2006
$8.06M ﹤0.01%
+76,450
2007
$8.06M ﹤0.01%
112,433
+7,884
2008
$8.05M ﹤0.01%
144,328
-322
2009
$8.03M ﹤0.01%
431,559
+106,451
2010
$8.01M ﹤0.01%
197,435
+9,141
2011
$8M ﹤0.01%
1,079,161
-2,220
2012
$7.98M ﹤0.01%
36,623
-22,173
2013
$7.97M ﹤0.01%
122,131
+11,810
2014
$7.96M ﹤0.01%
112,186
-5,949
2015
$7.96M ﹤0.01%
276,732
+10,636
2016
$7.95M ﹤0.01%
243,412
+70,774
2017
$7.92M ﹤0.01%
301,119
-184,261
2018
$7.91M ﹤0.01%
205,214
+38,797
2019
$7.9M ﹤0.01%
+236,059
2020
$7.9M ﹤0.01%
99,056
-2,719
2021
$7.88M ﹤0.01%
336,778
+24,165
2022
$7.88M ﹤0.01%
48,619
-19,309
2023
$7.87M ﹤0.01%
133,270
+5,850
2024
$7.86M ﹤0.01%
534,867
+143,442
2025
$7.86M ﹤0.01%
201,007
+28,702