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
1951
$9.11M ﹤0.01%
70,272
-43,170
1952
$9.09M ﹤0.01%
215,154
-200,464
1953
$9.09M ﹤0.01%
137,191
-5,278
1954
$9.08M ﹤0.01%
54,960
-77
1955
$9.07M ﹤0.01%
351,831
-849
1956
$9.07M ﹤0.01%
109,080
-4,146
1957
$9.06M ﹤0.01%
205,371
-5,463
1958
$9.05M ﹤0.01%
441,984
-14,275
1959
$9.05M ﹤0.01%
171,708
+11,761
1960
$9.04M ﹤0.01%
38,313
-853
1961
$9.02M ﹤0.01%
98,312
+2,550
1962
$9.01M ﹤0.01%
163,866
+1,512
1963
$8.98M ﹤0.01%
195,610
+14,582
1964
$8.95M ﹤0.01%
277,986
+71,709
1965
$8.93M ﹤0.01%
265,401
-104,041
1966
$8.93M ﹤0.01%
295,192
+291,631
1967
$8.89M ﹤0.01%
367,666
-54,867
1968
$8.87M ﹤0.01%
217,754
+61,825
1969
$8.86M ﹤0.01%
147,216
+77,052
1970
$8.83M ﹤0.01%
21,981
-182
1971
$8.81M ﹤0.01%
238,569
+12,599
1972
$8.8M ﹤0.01%
92,421
1973
$8.8M ﹤0.01%
218,950
-5,260
1974
$8.79M ﹤0.01%
289,326
-7,944
1975
$8.79M ﹤0.01%
175,673
+16,768