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
2476
$4.45M ﹤0.01%
+93,614
2477
$4.44M ﹤0.01%
87,025
-428
2478
$4.44M ﹤0.01%
43,815
+27,915
2479
$4.43M ﹤0.01%
257,138
+26,611
2480
$4.43M ﹤0.01%
+245,680
2481
$4.43M ﹤0.01%
27,620
-424
2482
$4.42M ﹤0.01%
256,706
-214,623
2483
$4.41M ﹤0.01%
63,821
+11,301
2484
$4.41M ﹤0.01%
32,016
-2,816
2485
$4.41M ﹤0.01%
113,400
-1,503
2486
$4.41M ﹤0.01%
197,766
+18,376
2487
$4.4M ﹤0.01%
103,346
+6,866
2488
$4.4M ﹤0.01%
166,612
-1,967
2489
$4.39M ﹤0.01%
127,501
-9,439
2490
$4.39M ﹤0.01%
+149,043
2491
$4.38M ﹤0.01%
379,016
+9,384
2492
$4.38M ﹤0.01%
95,773
+1,459
2493
$4.37M ﹤0.01%
82,524
+66,099
2494
$4.37M ﹤0.01%
495,397
+6,164
2495
$4.37M ﹤0.01%
132,251
-545
2496
$4.36M ﹤0.01%
190,504
+19,138
2497
$4.34M ﹤0.01%
+123,981
2498
$4.33M ﹤0.01%
89,877
+9,004
2499
$4.33M ﹤0.01%
+601,146
2500
$4.32M ﹤0.01%
144,722
-6,578