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
3351
$559K ﹤0.01%
9,553
+423
3352
$559K ﹤0.01%
9,726
-471
3353
$558K ﹤0.01%
17,423
+858
3354
$557K ﹤0.01%
4,396
+298
3355
$557K ﹤0.01%
28,275
-770
3356
$556K ﹤0.01%
31,842
+4,203
3357
$556K ﹤0.01%
109,393
+42,026
3358
$555K ﹤0.01%
36,881
-8,430
3359
$554K ﹤0.01%
23,550
+3,300
3360
$553K ﹤0.01%
19,435
+3,700
3361
$546K ﹤0.01%
10,173
-272,800
3362
$545K ﹤0.01%
962
-3,209
3363
$543K ﹤0.01%
92,033
-1,410
3364
$541K ﹤0.01%
3,235
3365
$541K ﹤0.01%
+6,708
3366
$541K ﹤0.01%
24,145
+413
3367
$539K ﹤0.01%
8,185
-10,223
3368
$537K ﹤0.01%
13,037
-1,598
3369
$537K ﹤0.01%
+10,144
3370
$536K ﹤0.01%
41,006
-18,469
3371
$536K ﹤0.01%
124,375
-574
3372
$535K ﹤0.01%
8,892
-824
3373
$535K ﹤0.01%
24,415
-7,118
3374
$529K ﹤0.01%
200,327
3375
$529K ﹤0.01%
117,262
+35,965