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
1101
$28M 0.01%
561,872
-57,196
1102
$28M 0.01%
840,861
+34,742
1103
$27.9M 0.01%
76,892
-199
1104
$27.9M 0.01%
117,787
+2,684
1105
$27.9M 0.01%
170,233
+16,578
1106
$27.8M 0.01%
+665,054
1107
$27.8M 0.01%
877,798
-2,051,476
1108
$27.7M 0.01%
498,210
+4,460
1109
$27.7M 0.01%
885,547
-174,881
1110
$27.7M 0.01%
509,867
+22,785
1111
$27.7M 0.01%
148,042
-3,722
1112
$27.7M 0.01%
710,232
+2,633
1113
$27.7M 0.01%
1,185,878
+64,695
1114
$27.6M 0.01%
580,734
+37,867
1115
$27.6M 0.01%
1,885,155
-7,884
1116
$27.5M 0.01%
2,468,107
-440
1117
$27.5M 0.01%
473,445
+31,789
1118
$27.5M 0.01%
156,953
-1,810
1119
$27.3M 0.01%
429,313
-136,473
1120
$27.3M 0.01%
396,511
-85,411
1121
$27.3M 0.01%
337,276
-235,735
1122
$27.2M 0.01%
394,883
-49
1123
$27.1M 0.01%
225,672
-21,289
1124
$27M 0.01%
1,651,966
+740
1125
$26.9M 0.01%
836,489
+350,929