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
$323B
AUM Growth
+$22.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,058
New
Increased
Reduced
Closed

Top Buys

1 +$477M
2 +$356M
3 +$339M
4
BDX icon
Becton Dickinson
BDX
+$315M
5
KO icon
Coca-Cola
KO
+$268M

Sector Composition

1 Technology 23.8%
2 Financials 11.74%
3 Healthcare 10.8%
4 Consumer Discretionary 8.84%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$2.51M ﹤0.01%
45,059
-626
2777
$2.5M ﹤0.01%
122,694
-4,028
2778
$2.5M ﹤0.01%
98,024
+9,863
2779
$2.5M ﹤0.01%
101,914
+1,564
2780
$2.5M ﹤0.01%
46,625
-871
2781
$2.49M ﹤0.01%
+79,393
2782
$2.48M ﹤0.01%
77,205
+685
2783
$2.48M ﹤0.01%
54,623
+36,945
2784
$2.48M ﹤0.01%
51,477
+27,197
2785
$2.46M ﹤0.01%
136,158
+4,163
2786
$2.46M ﹤0.01%
100,266
+16,680
2787
$2.45M ﹤0.01%
311,795
-8,370
2788
$2.44M ﹤0.01%
+84,996
2789
$2.43M ﹤0.01%
30,809
-16,695
2790
$2.43M ﹤0.01%
12,829
-1,307
2791
$2.42M ﹤0.01%
24,020
+8,457
2792
$2.4M ﹤0.01%
128,360
+114,512
2793
$2.4M ﹤0.01%
29,114
+15,538
2794
$2.4M ﹤0.01%
90,416
-73,525
2795
$2.39M ﹤0.01%
25,060
+848
2796
$2.38M ﹤0.01%
57,022
-77,567
2797
$2.37M ﹤0.01%
140,368
+56,785
2798
$2.35M ﹤0.01%
38,519
+3,308
2799
$2.34M ﹤0.01%
+63,890
2800
$2.34M ﹤0.01%
283,284
+8,763