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Ameriprise

Ameriprise Portfolio holdings

AUM $431B
1-Year Est. Return 30.59%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
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 +$452M
2 +$359M
3 +$329M
4
BDX icon
Becton Dickinson
BDX
+$318M
5
KO icon
Coca-Cola
KO
+$269M

Sector Composition

1 Technology 23.8%
2 Financials 11.74%
3 Healthcare 10.8%
4 Consumer Discretionary 8.84%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3826
-67,416
3827
-84,590
3828
-122,764
3829
-3,107
3830
-17,563
3831
-2,847
3832
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3833
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3834
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3835
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3836
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3837
-1,116,890
3838
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3839
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3840
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3841
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3842
-35,653
3843
-3,648
3844
-11,042
3845
-65,000
3846
-20,452
3847
-47,830
3848
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3849
-3,829
3850
-10,834