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
1251
$22.2M 0.01%
588,355
+225,717
1252
$22.1M 0.01%
541,415
+55,735
1253
$22.1M 0.01%
415,781
-171,322
1254
$22M 0.01%
250,908
-4,778
1255
$22M 0.01%
106,470
-180,739
1256
$21.9M 0.01%
32,309
+1,207
1257
$21.9M 0.01%
1,333,973
+26,975
1258
$21.9M 0.01%
172,174
+40,030
1259
$21.9M 0.01%
497,521
+3,263
1260
$21.8M 0.01%
533,082
-319,950
1261
$21.7M 0.01%
168,217
+733
1262
$21.7M 0.01%
108,179
-6,276
1263
$21.7M 0.01%
330,873
+35,394
1264
$21.7M 0.01%
159,709
+54,527
1265
$21.6M 0.01%
1,186,011
+33,258
1266
$21.6M 0.01%
317,701
+93,729
1267
$21.6M 0.01%
413,123
-11,540
1268
$21.6M 0.01%
506,196
+78,858
1269
$21.6M 0.01%
301,426
-9,578
1270
$21.5M 0.01%
654,868
-161,050
1271
$21.5M 0.01%
68,914
-1,505
1272
$21.5M 0.01%
665,219
+78,860
1273
$21.5M 0.01%
598,470
-84,561
1274
$21.4M 0.01%
359,050
-27,451
1275
$21.4M 0.01%
317,108
-41,302