Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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 Quarter Est. Return
1 Year Est. Return
+24.96%
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 +$477M
2 +$356M
3 +$339M
4
BDX icon
Becton Dickinson
BDX
+$315M
5
KO icon
Coca-Cola
KO
+$268M

Sector Composition

1 Technology 23.8%
2 Financials 11.74%
3 Healthcare 10.8%
4 Consumer Discretionary 8.84%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$152M 0.05%
298,241
+810
402
$152M 0.05%
2,967,925
-167,630
403
$151M 0.05%
2,236,488
-186,802
404
$151M 0.05%
1,069,247
+46,169
405
$151M 0.05%
1,644,165
-314,222
406
$150M 0.05%
3,287,288
-298,788
407
$149M 0.05%
582,093
-19,341
408
$148M 0.05%
2,502,981
-69,066
409
$146M 0.05%
1,521,954
+1,017,585
410
$146M 0.05%
924,749
+37,569
411
$146M 0.05%
6,096,028
+2,921,920
412
$145M 0.04%
7,191,053
+75,874
413
$145M 0.04%
1,921,186
-133,929
414
$145M 0.04%
1,374,435
+151,548
415
$145M 0.04%
3,751,320
+379,750
416
$144M 0.04%
1,463,108
+78,503
417
$143M 0.04%
984,617
+979,220
418
$142M 0.04%
658,928
+67,219
419
$142M 0.04%
712,862
+354,483
420
$142M 0.04%
1,611,798
-256,812
421
$141M 0.04%
2,942,344
+1,201,080
422
$141M 0.04%
1,170,506
+389,957
423
$141M 0.04%
886,751
-45,429
424
$141M 0.04%
9,179,956
+296,427
425
$140M 0.04%
385,971
-71,759