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
3426
$454K ﹤0.01%
25,832
-468
3427
$454K ﹤0.01%
26,500
-5,320
3428
$453K ﹤0.01%
+7,245
3429
$451K ﹤0.01%
100,792
+80,683
3430
$448K ﹤0.01%
27,471
+356
3431
$447K ﹤0.01%
11,253
+1,757
3432
$446K ﹤0.01%
21,512
+2,677
3433
$445K ﹤0.01%
11,843
+1,157
3434
$445K ﹤0.01%
31,540
3435
$444K ﹤0.01%
65,873
3436
$443K ﹤0.01%
11,731
-385
3437
$443K ﹤0.01%
7,587
-793
3438
$442K ﹤0.01%
10,017
-1,052
3439
$441K ﹤0.01%
18,200
-8,285
3440
$440K ﹤0.01%
27,936
+17,113
3441
$440K ﹤0.01%
5,738
-717
3442
$439K ﹤0.01%
6,743
-2,338
3443
$439K ﹤0.01%
37,030
3444
$438K ﹤0.01%
45,560
+2,384
3445
$433K ﹤0.01%
19,585
+2
3446
$433K ﹤0.01%
6,408
+1,931
3447
$433K ﹤0.01%
23,542
+1,488
3448
$433K ﹤0.01%
30,402
+18,525
3449
$431K ﹤0.01%
+15,981
3450
$431K ﹤0.01%
4,400