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
1701
$12.4M ﹤0.01%
75,476
-7,207
1702
$12.4M ﹤0.01%
55,241
+1,044
1703
$12.4M ﹤0.01%
909,779
+213,597
1704
$12.4M ﹤0.01%
300,718
-6,798
1705
$12.4M ﹤0.01%
366,581
-146,200
1706
$12.4M ﹤0.01%
190,868
+518
1707
$12.4M ﹤0.01%
348,042
-24,985
1708
$12.3M ﹤0.01%
371,059
-1,211
1709
$12.3M ﹤0.01%
340,807
+103,442
1710
$12.3M ﹤0.01%
364,329
+63,210
1711
$12.3M ﹤0.01%
466,785
+6,998
1712
$12.2M ﹤0.01%
202,671
-5,285
1713
$12.2M ﹤0.01%
72,639
-4,152
1714
$12.2M ﹤0.01%
287,905
+55,623
1715
$12.2M ﹤0.01%
53,099
-87,546
1716
$12.2M ﹤0.01%
137,731
+20,347
1717
$12.2M ﹤0.01%
360,510
+57,024
1718
$12.2M ﹤0.01%
216,952
+207,776
1719
$12.2M ﹤0.01%
564,857
+69,071
1720
$12.2M ﹤0.01%
605,736
-52,823
1721
$12.2M ﹤0.01%
381,250
-311,728
1722
$12.2M ﹤0.01%
313,407
+5,210
1723
$12.1M ﹤0.01%
374,000
-36,892
1724
$12.1M ﹤0.01%
342,584
+109,123
1725
$12.1M ﹤0.01%
252,507
-21,741