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
3051
$1.3M ﹤0.01%
162,590
+5,461
3052
$1.29M ﹤0.01%
1,946
-789
3053
$1.29M ﹤0.01%
13,818
+278
3054
$1.29M ﹤0.01%
26,438
+1,098
3055
$1.29M ﹤0.01%
62,743
-802
3056
$1.29M ﹤0.01%
132,298
3057
$1.29M ﹤0.01%
15,473
-8,976
3058
$1.28M ﹤0.01%
23,654
-3,719
3059
$1.28M ﹤0.01%
129,603
-101,621
3060
$1.28M ﹤0.01%
73,157
-5,218
3061
$1.27M ﹤0.01%
79,484
-4,400
3062
$1.27M ﹤0.01%
42,355
+2,907
3063
$1.26M ﹤0.01%
2,777
-151
3064
$1.26M ﹤0.01%
+87,862
3065
$1.26M ﹤0.01%
39,549
-3,507
3066
$1.25M ﹤0.01%
94,866
-18,725
3067
$1.25M ﹤0.01%
206,532
+31,087
3068
$1.25M ﹤0.01%
15,933
-222
3069
$1.25M ﹤0.01%
15,369
+3
3070
$1.25M ﹤0.01%
251,306
-3,873
3071
$1.24M ﹤0.01%
26,778
+34
3072
$1.24M ﹤0.01%
41,263
-2,897
3073
$1.23M ﹤0.01%
145,123
+15,305
3074
$1.23M ﹤0.01%
90,150
+21,549
3075
$1.23M ﹤0.01%
82,321
-3,283