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
2001
$8.51M ﹤0.01%
315,323
+11,832
2002
$8.5M ﹤0.01%
80,326
-10,289
2003
$8.5M ﹤0.01%
+92,330
2004
$8.49M ﹤0.01%
957,258
+54,935
2005
$8.48M ﹤0.01%
+134,157
2006
$8.46M ﹤0.01%
143,450
+9,740
2007
$8.45M ﹤0.01%
387,365
+262,232
2008
$8.45M ﹤0.01%
162,758
+151,130
2009
$8.44M ﹤0.01%
463,073
-2,071
2010
$8.43M ﹤0.01%
81,780
-12,085
2011
$8.41M ﹤0.01%
198,842
+15,910
2012
$8.41M ﹤0.01%
566,074
-6,403
2013
$8.4M ﹤0.01%
118,392
+105,585
2014
$8.39M ﹤0.01%
106,346
-2,986
2015
$8.38M ﹤0.01%
984,664
-70,709
2016
$8.38M ﹤0.01%
122,783
-5,983
2017
$8.37M ﹤0.01%
357,372
-3,929
2018
$8.33M ﹤0.01%
60,023
-18,511
2019
$8.32M ﹤0.01%
379,029
+26,829
2020
$8.3M ﹤0.01%
94,005
-9,003
2021
$8.29M ﹤0.01%
13,076
-4,355
2022
$8.28M ﹤0.01%
164,721
2023
$8.27M ﹤0.01%
1,704,621
-11,505
2024
$8.24M ﹤0.01%
168,572
-62,175
2025
$8.23M ﹤0.01%
358,104
-506,808