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
1426
$17.6M 0.01%
673,399
-30,049
1427
$17.6M 0.01%
495,694
-17,199
1428
$17.6M 0.01%
964,142
+139,148
1429
$17.5M 0.01%
179,733
-23,180
1430
$17.5M 0.01%
14,716
-743
1431
$17.4M 0.01%
752,727
-11,727
1432
$17.4M 0.01%
413,576
+25,304
1433
$17.4M 0.01%
162,494
-10,425
1434
$17.4M 0.01%
295,323
+60,245
1435
$17.3M 0.01%
371,230
-19,554
1436
$17.3M 0.01%
334,074
-9,822
1437
$17.3M 0.01%
622,073
+46,976
1438
$17.2M 0.01%
103,904
+16,641
1439
$17.2M 0.01%
253,665
+44,352
1440
$17.2M 0.01%
538,798
+7,689
1441
$17.2M 0.01%
145,216
+94,573
1442
$17.2M 0.01%
379,889
-2,190
1443
$17.1M 0.01%
819,812
-57,230
1444
$17.1M 0.01%
486,118
-46,716
1445
$17.1M 0.01%
469,698
-10,484
1446
$17.1M 0.01%
148,244
+115
1447
$17M 0.01%
84,877
-1,815
1448
$17M 0.01%
64,308
+6,061
1449
$16.9M 0.01%
693,995
+17,040
1450
$16.9M 0.01%
259,830
+6,810