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
3001
$1.43M ﹤0.01%
101,460
+750
3002
$1.43M ﹤0.01%
39,893
+2,722
3003
$1.42M ﹤0.01%
62,160
-30,965
3004
$1.42M ﹤0.01%
73,300
-51,121
3005
$1.42M ﹤0.01%
27,610
-14,535
3006
$1.41M ﹤0.01%
408,252
+13,290
3007
$1.41M ﹤0.01%
60,050
-15,760
3008
$1.41M ﹤0.01%
+15,118
3009
$1.41M ﹤0.01%
+50,324
3010
$1.41M ﹤0.01%
46,378
+12,523
3011
$1.41M ﹤0.01%
16,533
-21,024
3012
$1.4M ﹤0.01%
89,896
+2,557
3013
$1.4M ﹤0.01%
27,548
+19,508
3014
$1.4M ﹤0.01%
+112,500
3015
$1.39M ﹤0.01%
90,504
-9,708
3016
$1.38M ﹤0.01%
80,694
-15,135
3017
$1.38M ﹤0.01%
73,422
+4,028
3018
$1.38M ﹤0.01%
16,462
+1,358
3019
$1.38M ﹤0.01%
103,468
+1,337
3020
$1.38M ﹤0.01%
16,997
-2,983
3021
$1.38M ﹤0.01%
26,610
+17,245
3022
$1.37M ﹤0.01%
215,747
-77,163
3023
$1.37M ﹤0.01%
+38,407
3024
$1.37M ﹤0.01%
20,955
-302
3025
$1.36M ﹤0.01%
+32,678