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
2101
$7.44M ﹤0.01%
130,535
-2,735
2102
$7.42M ﹤0.01%
502,425
-51,421
2103
$7.41M ﹤0.01%
242,286
-35,523
2104
$7.38M ﹤0.01%
184,165
-214,929
2105
$7.37M ﹤0.01%
383,965
+121,203
2106
$7.37M ﹤0.01%
324,685
-28,491
2107
$7.37M ﹤0.01%
274,714
-51,120
2108
$7.36M ﹤0.01%
188,755
+503
2109
$7.36M ﹤0.01%
180,558
-380
2110
$7.34M ﹤0.01%
110,190
-645,234
2111
$7.34M ﹤0.01%
139,842
-855
2112
$7.34M ﹤0.01%
61,600
+2,707
2113
$7.32M ﹤0.01%
+41,063
2114
$7.32M ﹤0.01%
553,804
-820
2115
$7.29M ﹤0.01%
277,599
+105,406
2116
$7.29M ﹤0.01%
126,913
+53,788
2117
$7.28M ﹤0.01%
287,736
-4,555
2118
$7.28M ﹤0.01%
262,674
+3,547
2119
$7.26M ﹤0.01%
56,305
-19,484
2120
$7.26M ﹤0.01%
132,685
-125
2121
$7.24M ﹤0.01%
142,994
-5,347
2122
$7.23M ﹤0.01%
164,448
+9,843
2123
$7.22M ﹤0.01%
310,112
+36,871
2124
$7.21M ﹤0.01%
77,904
+3,567
2125
$7.2M ﹤0.01%
137,670
-6,658