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
1276
$21.4M 0.01%
735,827
-2,887,608
1277
$21.3M 0.01%
337,126
+2,377
1278
$21.3M 0.01%
391,444
+53,023
1279
$21.3M 0.01%
174,214
-5,872
1280
$21.3M 0.01%
328,486
+11,310
1281
$21.3M 0.01%
459,324
+17,402
1282
$21.2M 0.01%
4,715,474
+874,128
1283
$21.2M 0.01%
976,480
-180,269
1284
$21.2M 0.01%
359,490
+44,390
1285
$21.2M 0.01%
240,859
-9,728
1286
$21.2M 0.01%
1,945,392
+36,122
1287
$21.2M 0.01%
513,912
+94,580
1288
$21.1M 0.01%
1,232,454
-3,707,662
1289
$21.1M 0.01%
70,184
-9,791
1290
$21.1M 0.01%
321,704
+24,369
1291
$21M 0.01%
2,116,868
-6,610
1292
$21M 0.01%
296,087
+5,021
1293
$21M 0.01%
2,247,317
+384,485
1294
$21M 0.01%
350,564
-61,922
1295
$21M 0.01%
935,965
-353,021
1296
$20.9M 0.01%
183,233
-2,814
1297
$20.9M 0.01%
875,656
+198,686
1298
$20.9M 0.01%
767,233
-302,796
1299
$20.9M 0.01%
445,595
-10,179
1300
$20.8M 0.01%
279,684
-15,727