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
1901
$9.75M ﹤0.01%
39,418
+2,795
1902
$9.74M ﹤0.01%
772,698
+437,514
1903
$9.73M ﹤0.01%
118,487
-3,644
1904
$9.72M ﹤0.01%
+321,376
1905
$9.69M ﹤0.01%
354,880
+37,677
1906
$9.68M ﹤0.01%
96,159
-166,822
1907
$9.68M ﹤0.01%
265,555
+116,688
1908
$9.67M ﹤0.01%
66,361
+64,314
1909
$9.65M ﹤0.01%
458,195
-6,548
1910
$9.65M ﹤0.01%
275,267
+31,934
1911
$9.64M ﹤0.01%
195,320
+110,921
1912
$9.62M ﹤0.01%
+715,431
1913
$9.61M ﹤0.01%
177,302
-19,130
1914
$9.61M ﹤0.01%
56,655
+7,274
1915
$9.61M ﹤0.01%
188,473
-24,020
1916
$9.6M ﹤0.01%
165,930
-3,046
1917
$9.59M ﹤0.01%
334,234
+22,391
1918
$9.58M ﹤0.01%
811,013
+19,217
1919
$9.53M ﹤0.01%
126,146
+70,838
1920
$9.51M ﹤0.01%
258,388
-536,829
1921
$9.5M ﹤0.01%
108,602
-4,716
1922
$9.5M ﹤0.01%
1,552,492
-946,611
1923
$9.47M ﹤0.01%
519,705
-56,910
1924
$9.46M ﹤0.01%
667,181
-17,504
1925
$9.45M ﹤0.01%
227,726
-25,676