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
2026
$7.84M ﹤0.01%
158,889
-2,544
2027
$7.81M ﹤0.01%
591,120
-67,183
2028
$7.79M ﹤0.01%
33,084
+1,399
2029
$7.79M ﹤0.01%
195,157
+6,247
2030
$7.76M ﹤0.01%
149,796
+7,030
2031
$7.74M ﹤0.01%
352,200
+12,827
2032
$7.72M ﹤0.01%
184,711
+24,040
2033
$7.72M ﹤0.01%
118,301
+456
2034
$7.71M ﹤0.01%
205,846
-16,587
2035
$7.67M ﹤0.01%
338,011
+317,808
2036
$7.66M ﹤0.01%
146,096
+20,958
2037
$7.65M ﹤0.01%
85,519
+929
2038
$7.64M ﹤0.01%
360,636
+16,706
2039
$7.64M ﹤0.01%
233,461
+6,840
2040
$7.64M ﹤0.01%
121,646
+2,997
2041
$7.63M ﹤0.01%
422,546
+28,186
2042
$7.63M ﹤0.01%
966,932
-90,979
2043
$7.62M ﹤0.01%
791,796
+37,150
2044
$7.61M ﹤0.01%
207,097
+29,947
2045
$7.61M ﹤0.01%
+727,836
2046
$7.6M ﹤0.01%
553,846
+25,604
2047
$7.6M ﹤0.01%
187,045
-71,242
2048
$7.59M ﹤0.01%
140,697
+6,700
2049
$7.59M ﹤0.01%
225,230
-173,048
2050
$7.58M ﹤0.01%
194,997
+62,574