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
2251
$5.92M ﹤0.01%
455,803
+20,671
2252
$5.92M ﹤0.01%
473,916
-69,088
2253
$5.91M ﹤0.01%
622,396
+37,916
2254
$5.9M ﹤0.01%
217,136
+10,896
2255
$5.89M ﹤0.01%
345,569
-23,507
2256
$5.88M ﹤0.01%
1,226,783
+108,757
2257
$5.88M ﹤0.01%
71,848
+1,317
2258
$5.87M ﹤0.01%
164,391
-46,759
2259
$5.87M ﹤0.01%
573,981
+412,798
2260
$5.87M ﹤0.01%
94,827
+22,262
2261
$5.86M ﹤0.01%
219,591
+19,377
2262
$5.83M ﹤0.01%
376,646
-636,764
2263
$5.82M ﹤0.01%
329,519
+15,614
2264
$5.81M ﹤0.01%
103,490
+9,048
2265
$5.81M ﹤0.01%
269,594
-8,584
2266
$5.8M ﹤0.01%
186,408
+21,261
2267
$5.78M ﹤0.01%
220,836
+184,342
2268
$5.76M ﹤0.01%
112,317
-2,450
2269
$5.76M ﹤0.01%
76,274
-2,364
2270
$5.76M ﹤0.01%
212,655
-40,334
2271
$5.74M ﹤0.01%
223,802
-40,778
2272
$5.74M ﹤0.01%
339,835
-9,920
2273
$5.74M ﹤0.01%
133,808
-8,540
2274
$5.73M ﹤0.01%
146,401
+6,488
2275
$5.72M ﹤0.01%
143,464
+3,534