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
2801
$2.33M ﹤0.01%
89,028
+1,389
2802
$2.32M ﹤0.01%
164,044
-23,034
2803
$2.32M ﹤0.01%
123,773
+12,706
2804
$2.31M ﹤0.01%
124,150
-30,854
2805
$2.31M ﹤0.01%
117,223
+27,050
2806
$2.31M ﹤0.01%
126,866
-2,576
2807
$2.3M ﹤0.01%
284,820
+159,173
2808
$2.29M ﹤0.01%
71,824
+2,696
2809
$2.28M ﹤0.01%
63,367
+3,779
2810
$2.28M ﹤0.01%
+62,014
2811
$2.28M ﹤0.01%
50,313
+22,050
2812
$2.28M ﹤0.01%
2,014,328
-456,967
2813
$2.28M ﹤0.01%
18,577
-18,297
2814
$2.26M ﹤0.01%
33,230
-5,105
2815
$2.26M ﹤0.01%
158,250
-15,352
2816
$2.25M ﹤0.01%
48,324
+2,124
2817
$2.25M ﹤0.01%
449,863
-16,530
2818
$2.25M ﹤0.01%
21,274
-7,426
2819
$2.25M ﹤0.01%
36,370
-16,059
2820
$2.24M ﹤0.01%
117,725
-33,333
2821
$2.24M ﹤0.01%
105,406
+365
2822
$2.22M ﹤0.01%
115,055
-29,215
2823
$2.22M ﹤0.01%
113,529
+8,441
2824
$2.21M ﹤0.01%
44,712
-1,826
2825
$2.21M ﹤0.01%
41,435
-230