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
2826
$2.21M ﹤0.01%
94,416
-35,676
2827
$2.21M ﹤0.01%
226,380
+15,581
2828
$2.2M ﹤0.01%
38,487
-198,618
2829
$2.2M ﹤0.01%
43,367
+12,001
2830
$2.19M ﹤0.01%
17,905
-5,227
2831
$2.19M ﹤0.01%
459,074
-40,626
2832
$2.18M ﹤0.01%
90,763
+20,457
2833
$2.18M ﹤0.01%
49,425
2834
$2.18M ﹤0.01%
63,763
-26,273
2835
$2.18M ﹤0.01%
413,916
-30,735
2836
$2.18M ﹤0.01%
47,507
-574
2837
$2.17M ﹤0.01%
78,285
+2,121
2838
$2.17M ﹤0.01%
102,342
+9,800
2839
$2.17M ﹤0.01%
84,805
+60,027
2840
$2.17M ﹤0.01%
81,523
-7,750
2841
$2.17M ﹤0.01%
+67,896
2842
$2.16M ﹤0.01%
80,370
+1,245
2843
$2.16M ﹤0.01%
246,898
+367
2844
$2.16M ﹤0.01%
+25,738
2845
$2.15M ﹤0.01%
18,195
-527
2846
$2.14M ﹤0.01%
18,967
+942
2847
$2.14M ﹤0.01%
46,972
-816
2848
$2.14M ﹤0.01%
37,284
+16,087
2849
$2.12M ﹤0.01%
122,755
+18,685
2850
$2.09M ﹤0.01%
86,427
-5,121