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
2026
$8.22M ﹤0.01%
81,247
+13,667
2027
$8.21M ﹤0.01%
527,356
-3,156
2028
$8.21M ﹤0.01%
280,160
+14,260
2029
$8.21M ﹤0.01%
117,164
-1,137
2030
$8.2M ﹤0.01%
298,410
-1,071,985
2031
$8.17M ﹤0.01%
179,424
-121,356
2032
$8.17M ﹤0.01%
84,084
-162,385
2033
$8.16M ﹤0.01%
220,444
-146,566
2034
$8.16M ﹤0.01%
312,066
+868
2035
$8.15M ﹤0.01%
156,716
+70,104
2036
$8.13M ﹤0.01%
142,822
-3,274
2037
$8.12M ﹤0.01%
188,860
+18,003
2038
$8.12M ﹤0.01%
95,364
-47,064
2039
$8.11M ﹤0.01%
109,703
+10,647
2040
$8.11M ﹤0.01%
99,896
-4,436
2041
$8.08M ﹤0.01%
189,059
-8,376
2042
$8.06M ﹤0.01%
157,684
+4,489
2043
$8.05M ﹤0.01%
142,014
-13,755
2044
$8.02M ﹤0.01%
89,130
-22,442
2045
$8.01M ﹤0.01%
184,402
-1,288
2046
$8.01M ﹤0.01%
184,766
+76,804
2047
$8.01M ﹤0.01%
316,757
+74,844
2048
$8M ﹤0.01%
180,632
-6,413
2049
$7.98M ﹤0.01%
586,765
-4,355
2050
$7.97M ﹤0.01%
781,652
-18,661