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
2901
$1.85M ﹤0.01%
43,537
-36,700
2902
$1.85M ﹤0.01%
172,359
-2,591
2903
$1.84M ﹤0.01%
289,888
+24,565
2904
$1.84M ﹤0.01%
133,853
+7,487
2905
$1.83M ﹤0.01%
46,122
+2,317
2906
$1.83M ﹤0.01%
30,736
+4,973
2907
$1.83M ﹤0.01%
14,155
-495
2908
$1.81M ﹤0.01%
109,823
+10,176
2909
$1.81M ﹤0.01%
40,085
+21
2910
$1.8M ﹤0.01%
60,852
-1,372
2911
$1.8M ﹤0.01%
272,592
+16,231
2912
$1.78M ﹤0.01%
+28,710
2913
$1.78M ﹤0.01%
+6,602
2914
$1.78M ﹤0.01%
25,392
+6,000
2915
$1.78M ﹤0.01%
49,003
+3,293
2916
$1.78M ﹤0.01%
37,005
+3,759
2917
$1.78M ﹤0.01%
40,409
-962
2918
$1.78M ﹤0.01%
70,309
+8,991
2919
$1.78M ﹤0.01%
139,935
+52,964
2920
$1.78M ﹤0.01%
13,021
-27,022
2921
$1.77M ﹤0.01%
27,038
-138,718
2922
$1.77M ﹤0.01%
168,664
-63,717
2923
$1.76M ﹤0.01%
213,888
-11,428
2924
$1.76M ﹤0.01%
179,666
+28,033
2925
$1.76M ﹤0.01%
59,628
+10,810