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
2426
$4.39M ﹤0.01%
384,662
-20,476
2427
$4.39M ﹤0.01%
80,811
-3,349
2428
$4.38M ﹤0.01%
16,699
+8,842
2429
$4.37M ﹤0.01%
32,650
-10,306
2430
$4.37M ﹤0.01%
118,209
-7,713
2431
$4.37M ﹤0.01%
68,555
-7,562
2432
$4.36M ﹤0.01%
52,758
+2,418
2433
$4.36M ﹤0.01%
200,610
+8,199
2434
$4.35M ﹤0.01%
224,233
+12,726
2435
$4.35M ﹤0.01%
90,640
+4,035
2436
$4.34M ﹤0.01%
109,805
+6,013
2437
$4.34M ﹤0.01%
75,396
+23,228
2438
$4.33M ﹤0.01%
59,896
+1,018
2439
$4.31M ﹤0.01%
152,011
-2,443
2440
$4.31M ﹤0.01%
151,162
-8,847
2441
$4.31M ﹤0.01%
554,956
+22,024
2442
$4.3M ﹤0.01%
180,871
-61,955
2443
$4.29M ﹤0.01%
142,263
-30,187
2444
$4.28M ﹤0.01%
172,270
-28,523
2445
$4.25M ﹤0.01%
106,017
+24,856
2446
$4.24M ﹤0.01%
190,037
+23,367
2447
$4.23M ﹤0.01%
73,455
-5,273
2448
$4.22M ﹤0.01%
581,923
-88,408
2449
$4.2M ﹤0.01%
351,651
+252,773
2450
$4.2M ﹤0.01%
122,683
-190,110