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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
3901
-406
3902
-7,436
3903
-313,086
3904
-552,687
3905
-62,814
3906
-44,765
3907
-12,664
3908
-4,210
3909
-6,055
3910
-4,086
3911
-266,245
3912
-12,537
3913
-10,518
3914
-17,792
3915
-11,807
3916
-28,488
3917
-230
3918
-28,169
3919
-129,947
3920
-12,030
3921
-13,990
3922
-20,654
3923
-13,020
3924
-53,747
3925
-23,496