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
626
$75M 0.02%
376,318
+49,764
627
$74.7M 0.02%
782,404
-18,300
628
$74.6M 0.02%
1,712,884
+68,898
629
$74M 0.02%
4,424,695
-57,847
630
$73.9M 0.02%
7,112,543
+207,143
631
$73.7M 0.02%
911,896
+22,658
632
$73.6M 0.02%
693,774
+75,355
633
$73.6M 0.02%
400,428
-15,333
634
$73.5M 0.02%
149,822
+10,276
635
$73.3M 0.02%
894,914
-728,889
636
$72.8M 0.02%
1,085,619
-66,378
637
$72.3M 0.02%
+1,241,251
638
$72.1M 0.02%
830,472
+38,588
639
$72M 0.02%
808,920
-98,037
640
$72M 0.02%
527,472
+155,290
641
$71.9M 0.02%
296,611
+6,907
642
$71.8M 0.02%
1,777,022
-518,996
643
$71.7M 0.02%
801,728
+357,768
644
$71.7M 0.02%
1,183,118
-352,498
645
$71.6M 0.02%
1,397,997
-2,064,248
646
$71.5M 0.02%
2,513,952
+1,061,820
647
$70.3M 0.02%
414,326
+62,634
648
$70.1M 0.02%
800,551
+12,578
649
$69.7M 0.02%
845,529
+120,632
650
$69.6M 0.02%
554,274
+566