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
1801
$11.1M ﹤0.01%
63,583
+882
1802
$11.1M ﹤0.01%
469,822
-25,471
1803
$11.1M ﹤0.01%
177,514
+2,457
1804
$11.1M ﹤0.01%
428,705
+172,117
1805
$11M ﹤0.01%
588,289
-109,089
1806
$11M ﹤0.01%
157,446
-7,186
1807
$11M ﹤0.01%
283,465
+88,468
1808
$11M ﹤0.01%
402,440
-17,238
1809
$11M ﹤0.01%
1,037,197
-17,615
1810
$11M ﹤0.01%
228,810
+142,876
1811
$11M ﹤0.01%
26,484
+1,262
1812
$11M ﹤0.01%
222,300
+3,014
1813
$11M ﹤0.01%
399,488
+99,712
1814
$10.9M ﹤0.01%
71,373
-4,264
1815
$10.9M ﹤0.01%
529,277
+5,805
1816
$10.9M ﹤0.01%
489,816
+45,921
1817
$10.9M ﹤0.01%
84,377
-5,574
1818
$10.9M ﹤0.01%
142,719
-53,272
1819
$10.8M ﹤0.01%
260,058
+29,342
1820
$10.8M ﹤0.01%
120,862
-6,645
1821
$10.8M ﹤0.01%
269,138
-7,395
1822
$10.8M ﹤0.01%
545,044
-58,411
1823
$10.8M ﹤0.01%
202,623
-6,584
1824
$10.8M ﹤0.01%
651,220
-96,059
1825
$10.8M ﹤0.01%
118,427
+95,154