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
2276
$5.93M ﹤0.01%
387,812
-86,104
2277
$5.93M ﹤0.01%
146,660
-3,982
2278
$5.91M ﹤0.01%
124,775
+10,320
2279
$5.9M ﹤0.01%
389,004
+4,761
2280
$5.89M ﹤0.01%
105,496
+2,530
2281
$5.89M ﹤0.01%
51,274
-2,062
2282
$5.88M ﹤0.01%
142,750
-6,922
2283
$5.88M ﹤0.01%
120,828
-32,566
2284
$5.87M ﹤0.01%
102,461
+1,443
2285
$5.87M ﹤0.01%
121,085
+38,016
2286
$5.86M ﹤0.01%
538,124
-325,442
2287
$5.83M ﹤0.01%
183,526
-25,704
2288
$5.83M ﹤0.01%
64,147
+29,110
2289
$5.81M ﹤0.01%
503,699
-314,592
2290
$5.8M ﹤0.01%
154,809
-123,168
2291
$5.79M ﹤0.01%
71,228
-5,046
2292
$5.79M ﹤0.01%
144,931
+485
2293
$5.79M ﹤0.01%
109,353
+10,554
2294
$5.78M ﹤0.01%
90,548
+41,116
2295
$5.78M ﹤0.01%
244,803
-4,604
2296
$5.76M ﹤0.01%
226,377
-2,895
2297
$5.74M ﹤0.01%
105,049
+23,647
2298
$5.73M ﹤0.01%
631,967
+679
2299
$5.72M ﹤0.01%
123,391
+59,886
2300
$5.71M ﹤0.01%
337,909
-11,395