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
3551
$322K ﹤0.01%
+39,702
3552
$321K ﹤0.01%
+15,217
3553
$319K ﹤0.01%
15,220
3554
$319K ﹤0.01%
21,171
+71
3555
$316K ﹤0.01%
11,319
+848
3556
$316K ﹤0.01%
15,055
-13,895
3557
$315K ﹤0.01%
44,636
-115
3558
$314K ﹤0.01%
13,786
+1,179
3559
$314K ﹤0.01%
+10,014
3560
$313K ﹤0.01%
33,225
-6,533
3561
$313K ﹤0.01%
7,921
-5,181
3562
$312K ﹤0.01%
3,368
-393
3563
$311K ﹤0.01%
9,825
+301
3564
$311K ﹤0.01%
+9,219
3565
$311K ﹤0.01%
26,290
-9,438
3566
$309K ﹤0.01%
18,957
-2,647
3567
$309K ﹤0.01%
4,995
-1,950
3568
$309K ﹤0.01%
19,066
+4,941
3569
$308K ﹤0.01%
+4,770
3570
$308K ﹤0.01%
10,422
+729
3571
$308K ﹤0.01%
21,243
-7,070
3572
$307K ﹤0.01%
103,253
-19,855
3573
$306K ﹤0.01%
13,776
+1,099
3574
$305K ﹤0.01%
14,247
-2,257
3575
$304K ﹤0.01%
+4,511