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
2851
$2.09M ﹤0.01%
+55,278
2852
$2.08M ﹤0.01%
92,032
+19,162
2853
$2.08M ﹤0.01%
179,032
-30,365
2854
$2.07M ﹤0.01%
2,489
+378
2855
$2.06M ﹤0.01%
66,685
-178,206
2856
$2.06M ﹤0.01%
166,437
-12,322
2857
$2.06M ﹤0.01%
142,724
-740
2858
$2.05M ﹤0.01%
205,709
-45,810
2859
$2.05M ﹤0.01%
96,109
-1,478
2860
$2.05M ﹤0.01%
86,494
-10,450
2861
$2.04M ﹤0.01%
121,815
+82,831
2862
$2.03M ﹤0.01%
126,572
-2,509
2863
$2.02M ﹤0.01%
22,424
-1,554
2864
$2.02M ﹤0.01%
6,454
+1,952
2865
$2.02M ﹤0.01%
+24,024
2866
$2.02M ﹤0.01%
113,578
+33,172
2867
$2.01M ﹤0.01%
+32,078
2868
$2.01M ﹤0.01%
58,738
+14,308
2869
$2M ﹤0.01%
+34,788
2870
$2M ﹤0.01%
48,909
-5,103
2871
$2M ﹤0.01%
42,700
+4,682
2872
$2M ﹤0.01%
21,130
+1,970
2873
$1.99M ﹤0.01%
35,336
+3,951
2874
$1.99M ﹤0.01%
144,624
-1,678
2875
$1.98M ﹤0.01%
109,682
+42,804