Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
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 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
-288,686
3902
-892
3903
-36,724
3904
-6,302
3905
-10,215
3906
-4,958
3907
-1,371,430
3908
-406
3909
-7,436
3910
-35,653
3911
-3,648
3912
-11,042
3913
-65,000
3914
-313,086
3915
-552,687
3916
-62,814
3917
-44,765
3918
-12,664
3919
-4,210
3920
-6,055
3921
-4,086
3922
-266,245
3923
-12,537
3924
-11,972
3925
-10,518