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
2951
$1.61M ﹤0.01%
29,527
-1,668
2952
$1.6M ﹤0.01%
22,715
+3,182
2953
$1.6M ﹤0.01%
+39,963
2954
$1.59M ﹤0.01%
9,297
+5,264
2955
$1.59M ﹤0.01%
196,251
2956
$1.59M ﹤0.01%
61,193
+2,801
2957
$1.59M ﹤0.01%
93,187
+15,086
2958
$1.58M ﹤0.01%
59,311
-171,745
2959
$1.58M ﹤0.01%
65,075
-16,462
2960
$1.58M ﹤0.01%
+26,282
2961
$1.58M ﹤0.01%
28,871
-3,165
2962
$1.58M ﹤0.01%
27,620
-394
2963
$1.57M ﹤0.01%
52,570
-2,366
2964
$1.57M ﹤0.01%
40,469
+217
2965
$1.57M ﹤0.01%
30,666
-880
2966
$1.55M ﹤0.01%
31,069
-1,779
2967
$1.54M ﹤0.01%
+90,313
2968
$1.51M ﹤0.01%
+113,935
2969
$1.51M ﹤0.01%
131,911
+7,738
2970
$1.51M ﹤0.01%
51,558
+4,832
2971
$1.51M ﹤0.01%
75,119
+3,615
2972
$1.5M ﹤0.01%
7,466
+603
2973
$1.5M ﹤0.01%
83,695
-30,425
2974
$1.5M ﹤0.01%
19,092
+1,086
2975
$1.5M ﹤0.01%
23,211
-1,579