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
3401
$492K ﹤0.01%
126,795
+6,333
3402
$490K ﹤0.01%
10,594
+27
3403
$490K ﹤0.01%
22,379
-7,182
3404
$488K ﹤0.01%
11,832
-1,639
3405
$486K ﹤0.01%
20,860
+2,400
3406
$485K ﹤0.01%
16,935
+493
3407
$484K ﹤0.01%
33,570
-1,861
3408
$483K ﹤0.01%
16,366
-390
3409
$480K ﹤0.01%
32,034
-2,296
3410
$479K ﹤0.01%
+885
3411
$478K ﹤0.01%
47,124
-4,654
3412
$473K ﹤0.01%
58,809
+36,924
3413
$473K ﹤0.01%
25,909
-83,303
3414
$471K ﹤0.01%
37,224
+3,350
3415
$471K ﹤0.01%
9,786
-3,886
3416
$468K ﹤0.01%
47,539
-11,195
3417
$467K ﹤0.01%
4,822
-3,528
3418
$467K ﹤0.01%
46,868
+12,617
3419
$466K ﹤0.01%
16,200
-904
3420
$465K ﹤0.01%
18,111
-46,887
3421
$459K ﹤0.01%
35,685
-1,469
3422
$458K ﹤0.01%
31,155
-8,645
3423
$458K ﹤0.01%
21,942
3424
$455K ﹤0.01%
30,335
3425
$455K ﹤0.01%
5,045
-4,580