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
3926
-17,792
3927
-11,807
3928
-28,488
3929
-230
3930
-28,169
3931
-129,947
3932
-12,030
3933
-13,990
3934
-20,452
3935
-47,830
3936
-98,662
3937
-3,829
3938
-10,834
3939
-19,300
3940
-20,654
3941
-13,020
3942
-53,747
3943
-23,496
3944
-33,023
3945
-17,528
3946
-1,330
3947
-34,888
3948
-1,280
3949
-65,790
3950
-77,397