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
3801
$26K ﹤0.01%
+223,857
3802
$22K ﹤0.01%
1,380
-41
3803
$19K ﹤0.01%
+14,150
3804
$19K ﹤0.01%
128,500
+40,500
3805
$17K ﹤0.01%
+11,000
3806
$16K ﹤0.01%
1,000
-700
3807
$15K ﹤0.01%
+12,250
3808
$15K ﹤0.01%
1,006
3809
$11K ﹤0.01%
+15,000
3810
$10K ﹤0.01%
955
-26
3811
-12,664
3812
-4,210
3813
-6,055
3814
-4,086
3815
-266,245
3816
-12,537
3817
-11,972
3818
-77,397
3819
-186,967
3820
-523,710
3821
-10,232
3822
-55,270
3823
-33,459
3824
-4,424
3825
-8,921