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
2526
$4.1M ﹤0.01%
114,170
-17,077
2527
$4.08M ﹤0.01%
50,603
-2,788
2528
$4.08M ﹤0.01%
48,869
+5,072
2529
$4.07M ﹤0.01%
398,719
+47,068
2530
$4.04M ﹤0.01%
236,071
-2,554
2531
$4.04M ﹤0.01%
137,015
-41,611
2532
$4.04M ﹤0.01%
40,374
-8,561
2533
$4.03M ﹤0.01%
566,641
+11,685
2534
$4.03M ﹤0.01%
13,333
-3,366
2535
$4.02M ﹤0.01%
39,099
-70,572
2536
$4.02M ﹤0.01%
221,021
-42,019
2537
$4.02M ﹤0.01%
47,796
-62,721
2538
$4.01M ﹤0.01%
150,976
+14,326
2539
$4.01M ﹤0.01%
165,979
+3,511
2540
$4M ﹤0.01%
51,552
-1,206
2541
$4M ﹤0.01%
81,492
-852
2542
$3.99M ﹤0.01%
255,048
+7,154
2543
$3.99M ﹤0.01%
240,416
-9,248
2544
$3.98M ﹤0.01%
40,289
-1,072
2545
$3.97M ﹤0.01%
18,816
-17,955
2546
$3.96M ﹤0.01%
187,487
-14,546
2547
$3.96M ﹤0.01%
228,547
-13,950
2548
$3.96M ﹤0.01%
72,104
-1
2549
$3.95M ﹤0.01%
50,372
+3,277
2550
$3.9M ﹤0.01%
55,960
+19,495