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
2051
$7.58M ﹤0.01%
95,611
+2,273
2052
$7.57M ﹤0.01%
36,771
+13,700
2053
$7.57M ﹤0.01%
419,956
+193,864
2054
$7.57M ﹤0.01%
423,094
+17,769
2055
$7.57M ﹤0.01%
104,332
-1,226
2056
$7.55M ﹤0.01%
391,272
+17,621
2057
$7.54M ﹤0.01%
558,235
+73,445
2058
$7.51M ﹤0.01%
132,532
+14,115
2059
$7.49M ﹤0.01%
156,701
-36,069
2060
$7.49M ﹤0.01%
736,837
+51,118
2061
$7.48M ﹤0.01%
162,354
+9,227
2062
$7.47M ﹤0.01%
563,844
+26,314
2063
$7.47M ﹤0.01%
109,052
-24,950
2064
$7.45M ﹤0.01%
93,284
-6,947
2065
$7.45M ﹤0.01%
159,947
-4,585
2066
$7.45M ﹤0.01%
242,771
-1,790
2067
$7.45M ﹤0.01%
800,313
-333,291
2068
$7.45M ﹤0.01%
178,458
+8,111
2069
$7.44M ﹤0.01%
244,891
-65,353
2070
$7.43M ﹤0.01%
297,105
+8,159
2071
$7.43M ﹤0.01%
292,291
-10,073
2072
$7.43M ﹤0.01%
696,182
-349,521
2073
$7.42M ﹤0.01%
159,725
-21,978
2074
$7.41M ﹤0.01%
584,401
+26,236
2075
$7.4M ﹤0.01%
192,991
-12,898