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
1051
$30.1M 0.01%
65,727
-23,382
1052
$30M 0.01%
246,352
+189,917
1053
$30M 0.01%
346,148
+42,592
1054
$30M 0.01%
210,294
-2,410
1055
$29.9M 0.01%
365,735
+3,788
1056
$29.9M 0.01%
156,488
+3,588
1057
$29.9M 0.01%
46,163
+140
1058
$29.8M 0.01%
206,085
-18,539
1059
$29.7M 0.01%
1,399,380
+480,010
1060
$29.7M 0.01%
937,485
+517,478
1061
$29.7M 0.01%
546,014
+522,242
1062
$29.6M 0.01%
3,058,479
+1,556,269
1063
$29.6M 0.01%
391,993
-3,408
1064
$29.5M 0.01%
1,376,066
+235,790
1065
$29.3M 0.01%
876,835
+111,460
1066
$29.2M 0.01%
234,232
-13,355
1067
$29.2M 0.01%
205,611
-59,661
1068
$29.2M 0.01%
408,972
-9,519
1069
$29.2M 0.01%
449,256
+56,364
1070
$29.1M 0.01%
+594,522
1071
$29.1M 0.01%
865,093
+120,438
1072
$29.1M 0.01%
639,635
+3,751
1073
$29M 0.01%
738,466
+223,024
1074
$29M 0.01%
102,306
-843
1075
$29M 0.01%
644,798
-676