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
1976
$8.78M ﹤0.01%
121,445
-457,366
1977
$8.78M ﹤0.01%
303,051
+64,718
1978
$8.77M ﹤0.01%
279,149
-13,825
1979
$8.75M ﹤0.01%
280,196
-108,311
1980
$8.73M ﹤0.01%
620,836
+4,310
1981
$8.72M ﹤0.01%
253,123
-26,510
1982
$8.71M ﹤0.01%
284,077
-200,530
1983
$8.7M ﹤0.01%
2,231,301
+1,408,988
1984
$8.68M ﹤0.01%
720,490
-220,513
1985
$8.67M ﹤0.01%
468,738
+46,192
1986
$8.67M ﹤0.01%
423,794
-54,838
1987
$8.66M ﹤0.01%
230,306
+6,074
1988
$8.65M ﹤0.01%
43,374
+43
1989
$8.65M ﹤0.01%
191,367
-20,102
1990
$8.64M ﹤0.01%
62,038
+9,074
1991
$8.63M ﹤0.01%
188,081
-5,268
1992
$8.62M ﹤0.01%
297,628
-11,192
1993
$8.62M ﹤0.01%
377,432
-123,500
1994
$8.58M ﹤0.01%
855,850
-9,031
1995
$8.57M ﹤0.01%
467,845
+101,932
1996
$8.56M ﹤0.01%
130,431
-69,907
1997
$8.55M ﹤0.01%
693,363
-26,992
1998
$8.54M ﹤0.01%
371,304
-87,678
1999
$8.54M ﹤0.01%
372,794
-6,199
2000
$8.53M ﹤0.01%
233,615
-7,064