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
2151
$6.72M ﹤0.01%
148,341
+1,323
2152
$6.72M ﹤0.01%
200,645
+12,425
2153
$6.72M ﹤0.01%
879,500
+51,398
2154
$6.7M ﹤0.01%
259,127
+80,912
2155
$6.69M ﹤0.01%
299,776
-2,337
2156
$6.68M ﹤0.01%
325,834
+5,821
2157
$6.65M ﹤0.01%
52,964
+9,427
2158
$6.65M ﹤0.01%
256,588
+173,617
2159
$6.64M ﹤0.01%
262,762
+124,973
2160
$6.64M ﹤0.01%
101,904
-3,252
2161
$6.64M ﹤0.01%
151,779
+2,328
2162
$6.63M ﹤0.01%
82,082
-4,719
2163
$6.63M ﹤0.01%
252,563
+21,751
2164
$6.62M ﹤0.01%
75,754
+2,696
2165
$6.61M ﹤0.01%
1,069,856
+259,830
2166
$6.57M ﹤0.01%
260,294
+9,454
2167
$6.57M ﹤0.01%
92,409
+7,047
2168
$6.56M ﹤0.01%
443,251
+62,848
2169
$6.56M ﹤0.01%
87,719
+19,388
2170
$6.53M ﹤0.01%
375,488
+43,345
2171
$6.53M ﹤0.01%
90,042
-3,261
2172
$6.53M ﹤0.01%
154,605
-2,476
2173
$6.53M ﹤0.01%
185,276
+17,075
2174
$6.52M ﹤0.01%
35,180
+7,707
2175
$6.51M ﹤0.01%
25,927
+20,143