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
2651
$3.24M ﹤0.01%
590,746
+2,518
2652
$3.24M ﹤0.01%
+101,378
2653
$3.22M ﹤0.01%
256,043
+14,622
2654
$3.21M ﹤0.01%
277,925
+16,291
2655
$3.19M ﹤0.01%
57,477
-16,104
2656
$3.19M ﹤0.01%
124,090
-4,231
2657
$3.19M ﹤0.01%
314,358
-11,766
2658
$3.18M ﹤0.01%
2,772
-1,685
2659
$3.18M ﹤0.01%
50,264
+5,330
2660
$3.16M ﹤0.01%
53,885
-4,027
2661
$3.14M ﹤0.01%
804,266
+148,808
2662
$3.12M ﹤0.01%
133,284
-110,622
2663
$3.1M ﹤0.01%
93,197
+447
2664
$3.1M ﹤0.01%
199,410
+12,880
2665
$3.1M ﹤0.01%
80,956
+3,905
2666
$3.1M ﹤0.01%
30,462
+569
2667
$3.1M ﹤0.01%
2,476
-106
2668
$3.09M ﹤0.01%
43,932
-3,516
2669
$3.08M ﹤0.01%
40,555
-1,576
2670
$3.08M ﹤0.01%
45,680
-11,153
2671
$3.08M ﹤0.01%
340,994
-14,564
2672
$3.08M ﹤0.01%
72,645
-1,081
2673
$3.07M ﹤0.01%
308,795
-26,669
2674
$3.05M ﹤0.01%
144,777
+7,404
2675
$3.05M ﹤0.01%
222,969
+7,339