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
3526
$347K ﹤0.01%
5,326
-2,270
3527
$347K ﹤0.01%
+6,801
3528
$346K ﹤0.01%
+15,712
3529
$344K ﹤0.01%
21,495
-14,875
3530
$342K ﹤0.01%
1,891
-10,317
3531
$342K ﹤0.01%
+5,692
3532
$341K ﹤0.01%
30,900
+3,806
3533
$340K ﹤0.01%
5,627
+152
3534
$335K ﹤0.01%
9,404
-2
3535
$334K ﹤0.01%
20,287
-566
3536
$333K ﹤0.01%
33,654
+818
3537
$331K ﹤0.01%
5,400
-379
3538
$330K ﹤0.01%
+39,100
3539
$329K ﹤0.01%
13,578
-1,738
3540
$328K ﹤0.01%
37,265
+17,327
3541
$328K ﹤0.01%
27,379
-46,533
3542
$327K ﹤0.01%
4,854
-1,138
3543
$327K ﹤0.01%
7,437
+667
3544
$326K ﹤0.01%
20,189
-3,532
3545
$325K ﹤0.01%
+4,176
3546
$324K ﹤0.01%
5,580
-19
3547
$323K ﹤0.01%
1,650
-423
3548
$322K ﹤0.01%
47,283
+530
3549
$322K ﹤0.01%
+35,100
3550
$322K ﹤0.01%
3,386
-18,375