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
1301
$20.8M 0.01%
280,891
-43,390
1302
$20.7M 0.01%
368,162
-6,919
1303
$20.6M 0.01%
362,664
-76,000
1304
$20.6M 0.01%
146,394
-10,440
1305
$20.6M 0.01%
339,359
-4,849
1306
$20.6M 0.01%
485,979
-74,819
1307
$20.6M 0.01%
329,266
-4,687
1308
$20.6M 0.01%
336,824
+12,945
1309
$20.5M 0.01%
543,051
-25,679
1310
$20.5M 0.01%
363,655
+65,375
1311
$20.5M 0.01%
297,289
-11,603
1312
$20.4M 0.01%
898,302
-68,569
1313
$20.4M 0.01%
698,624
-423,319
1314
$20.4M 0.01%
1,104,629
+139,095
1315
$20.4M 0.01%
301,267
-53,295
1316
$20.4M 0.01%
894,921
-61,162
1317
$20.4M 0.01%
783,502
+61,174
1318
$20.2M 0.01%
716,220
+79,494
1319
$20.2M 0.01%
226,699
+34,046
1320
$20.2M 0.01%
136,120
-21,535
1321
$20.2M 0.01%
454,216
+71,781
1322
$20.2M 0.01%
208,555
-13,748
1323
$20.2M 0.01%
463,420
-4,611
1324
$20.2M 0.01%
98,118
+2,542
1325
$20.2M 0.01%
810,311
-85,965