Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
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
3926
-11,972
3927
-10,518
3928
-17,792
3929
-11,807
3930
-28,488
3931
-230
3932
-28,169
3933
-129,947
3934
-12,030
3935
-13,990
3936
-20,452
3937
-47,830
3938
-98,662
3939
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3940
-10,834
3941
-19,300
3942
-20,654
3943
-53,747
3944
-23,496
3945
-33,023
3946
-17,528
3947
-1,330
3948
-34,888
3949
-1,280
3950
-65,790