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
2451
$4.56M ﹤0.01%
168,178
-528,796
2452
$4.56M ﹤0.01%
79,286
+74,024
2453
$4.56M ﹤0.01%
103,625
-5,176
2454
$4.56M ﹤0.01%
20,834
+14,769
2455
$4.56M ﹤0.01%
+646,190
2456
$4.55M ﹤0.01%
68,484
-71
2457
$4.54M ﹤0.01%
39,115
+31,481
2458
$4.54M ﹤0.01%
+141,840
2459
$4.53M ﹤0.01%
77,709
+2,313
2460
$4.53M ﹤0.01%
249,176
+161,281
2461
$4.52M ﹤0.01%
484,446
-252,391
2462
$4.51M ﹤0.01%
110,385
-3,181
2463
$4.51M ﹤0.01%
72,154
-1,301
2464
$4.51M ﹤0.01%
188,355
-9,466
2465
$4.51M ﹤0.01%
139,575
-946
2466
$4.5M ﹤0.01%
+634,010
2467
$4.49M ﹤0.01%
98,596
+28,691
2468
$4.49M ﹤0.01%
194,916
+1,265
2469
$4.48M ﹤0.01%
77,437
-3,374
2470
$4.48M ﹤0.01%
784,369
-7,454
2471
$4.48M ﹤0.01%
48,262
+1,866
2472
$4.48M ﹤0.01%
+159,890
2473
$4.46M ﹤0.01%
93,490
-63,211
2474
$4.46M ﹤0.01%
56,276
-21,264
2475
$4.45M ﹤0.01%
301,626
-5,404