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
3201
$912K ﹤0.01%
18,504
+746
3202
$911K ﹤0.01%
138,731
-6,964
3203
$911K ﹤0.01%
59,270
+3,495
3204
$910K ﹤0.01%
18,677
+2,873
3205
$898K ﹤0.01%
13,396
-169
3206
$894K ﹤0.01%
55,062
-71,581
3207
$881K ﹤0.01%
44,118
+20,709
3208
$881K ﹤0.01%
93,461
+11,895
3209
$877K ﹤0.01%
34,310
+10,007
3210
$877K ﹤0.01%
51,397
+746
3211
$876K ﹤0.01%
15,255
+4,894
3212
$876K ﹤0.01%
9,897
+6,180
3213
$876K ﹤0.01%
35,267
-31,470
3214
$873K ﹤0.01%
21,007
+3,182
3215
$873K ﹤0.01%
43,907
-80,981
3216
$868K ﹤0.01%
81,900
+765
3217
$865K ﹤0.01%
26,392
+5,676
3218
$864K ﹤0.01%
39,974
-38,937
3219
$862K ﹤0.01%
+18,530
3220
$855K ﹤0.01%
46,265
-15,704
3221
$854K ﹤0.01%
41,130
+6,648
3222
$853K ﹤0.01%
140,343
+6,269
3223
$851K ﹤0.01%
35,765
-5,529
3224
$846K ﹤0.01%
49,319
-28,260
3225
$844K ﹤0.01%
+20,131