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
2501
$4.31M ﹤0.01%
53,516
+445
2502
$4.31M ﹤0.01%
1,649,807
-1,416
2503
$4.29M ﹤0.01%
207,704
-35,374
2504
$4.28M ﹤0.01%
+310,150
2505
$4.28M ﹤0.01%
167,792
+126,827
2506
$4.27M ﹤0.01%
421,087
+32,814
2507
$4.25M ﹤0.01%
152,246
+13,655
2508
$4.25M ﹤0.01%
64,078
+14,207
2509
$4.22M ﹤0.01%
+251,850
2510
$4.21M ﹤0.01%
219,463
+205,832
2511
$4.21M ﹤0.01%
79,016
-1,326,829
2512
$4.19M ﹤0.01%
90,511
+3,554
2513
$4.19M ﹤0.01%
317,662
+177,140
2514
$4.18M ﹤0.01%
111,754
+87,647
2515
$4.17M ﹤0.01%
104,799
-5,006
2516
$4.17M ﹤0.01%
113,519
-8,295
2517
$4.15M ﹤0.01%
147,501
-10,011
2518
$4.14M ﹤0.01%
411,557
-51,431
2519
$4.14M ﹤0.01%
217,385
-32,177
2520
$4.14M ﹤0.01%
12,858
-6,007
2521
$4.14M ﹤0.01%
216,185
+203,215
2522
$4.14M ﹤0.01%
226,249
+141,191
2523
$4.13M ﹤0.01%
599,638
+17,715
2524
$4.13M ﹤0.01%
222,056
-2,440
2525
$4.12M ﹤0.01%
244,345
+79,626