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
3451
$428K ﹤0.01%
27,385
-5,611
3452
$428K ﹤0.01%
9,551
-13,985
3453
$426K ﹤0.01%
8,313
+450
3454
$423K ﹤0.01%
2,187
-5
3455
$421K ﹤0.01%
50,788
+600
3456
$421K ﹤0.01%
18,497
-6,250
3457
$420K ﹤0.01%
62,940
-7,095
3458
$420K ﹤0.01%
29,630
+1,961
3459
$420K ﹤0.01%
57,100
+28,600
3460
$418K ﹤0.01%
31,944
+4,840
3461
$418K ﹤0.01%
18,894
+4,859
3462
$417K ﹤0.01%
24,625
-7,475
3463
$417K ﹤0.01%
40,705
+12,338
3464
$415K ﹤0.01%
9,816
+94
3465
$412K ﹤0.01%
+34,310
3466
$412K ﹤0.01%
33,719
-6,058
3467
$411K ﹤0.01%
+7,605
3468
$408K ﹤0.01%
+20,000
3469
$407K ﹤0.01%
12,813
-758
3470
$404K ﹤0.01%
10,466
-24
3471
$404K ﹤0.01%
8,103
-7,768
3472
$402K ﹤0.01%
28,135
+35
3473
$402K ﹤0.01%
1,220
+502
3474
$400K ﹤0.01%
3,744
-270
3475
$399K ﹤0.01%
17,734
+2,252