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
2176
$6.5M ﹤0.01%
+122,946
2177
$6.5M ﹤0.01%
186,777
-103,873
2178
$6.48M ﹤0.01%
168,976
+7,169
2179
$6.48M ﹤0.01%
111,759
-165,406
2180
$6.47M ﹤0.01%
224,210
+4,550
2181
$6.47M ﹤0.01%
67,580
+28,832
2182
$6.46M ﹤0.01%
66,444
-6,796
2183
$6.45M ﹤0.01%
31,178
+3,545
2184
$6.43M ﹤0.01%
96,003
+4,019
2185
$6.43M ﹤0.01%
163,388
+33,406
2186
$6.42M ﹤0.01%
74,118
-3,186
2187
$6.41M ﹤0.01%
453,107
+29,751
2188
$6.41M ﹤0.01%
129,891
-11,247
2189
$6.41M ﹤0.01%
69,591
+12,791
2190
$6.4M ﹤0.01%
74,337
+41,489
2191
$6.4M ﹤0.01%
434,788
+169,347
2192
$6.4M ﹤0.01%
92,392
-984
2193
$6.39M ﹤0.01%
95,324
+3,254
2194
$6.37M ﹤0.01%
155,929
-18,285
2195
$6.36M ﹤0.01%
231,056
-67,829
2196
$6.36M ﹤0.01%
90,615
-1,626
2197
$6.34M ﹤0.01%
552,687
+4,236
2198
$6.34M ﹤0.01%
27,276
-710
2199
$6.32M ﹤0.01%
237,724
-437,599
2200
$6.3M ﹤0.01%
177,672
-10,983