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
1351
$19.5M 0.01%
74,402
-1,059
1352
$19.4M 0.01%
878,419
-82,354
1353
$19.4M 0.01%
364,693
+98,789
1354
$19.4M 0.01%
320,538
+24,823
1355
$19.4M 0.01%
423,351
-572
1356
$19.3M 0.01%
18,924
-4,304
1357
$19.3M 0.01%
456,118
+23,773
1358
$19.3M 0.01%
138,465
+10,137
1359
$19.3M 0.01%
97,582
-55,716
1360
$19.3M 0.01%
1,336,533
+93,744
1361
$19.2M 0.01%
1,390,714
+140,705
1362
$19.2M 0.01%
285,354
-12,078
1363
$19.2M 0.01%
203,298
+813
1364
$19.2M 0.01%
329,904
+9,760
1365
$19.1M 0.01%
710,957
-31,230
1366
$19.1M 0.01%
488,183
+104,648
1367
$19.1M 0.01%
521,244
+32,584
1368
$19.1M 0.01%
+959,462
1369
$19.1M 0.01%
115,450
-46,245
1370
$19.1M 0.01%
160,076
+31,113
1371
$19M 0.01%
380,899
+52,920
1372
$19M 0.01%
519,548
-11,815
1373
$18.9M 0.01%
424,225
+311,931
1374
$18.8M 0.01%
158,180
-44,482
1375
$18.8M 0.01%
389,361
+17,603