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
1476
$16.5M 0.01%
296,265
-10,919
1477
$16.5M 0.01%
177,017
-87,219
1478
$16.5M 0.01%
999,886
+153,439
1479
$16.5M 0.01%
404,269
-57,276
1480
$16.5M 0.01%
133,899
+10,925
1481
$16.5M 0.01%
258,375
-17,646
1482
$16.4M 0.01%
494,647
-33,769
1483
$16.4M 0.01%
444,662
-38,911
1484
$16.4M 0.01%
479,707
+88,926
1485
$16.4M 0.01%
144,775
-68,770
1486
$16.4M 0.01%
353,330
-10,290
1487
$16.3M 0.01%
185,037
-23,877
1488
$16.3M 0.01%
702,041
+126,416
1489
$16.3M 0.01%
181,423
-6,132
1490
$16.2M 0.01%
83,569
-42,000
1491
$16.2M 0.01%
224,645
+75,010
1492
$16.2M 0.01%
285,751
+11,072
1493
$16.2M 0.01%
196,019
+3,359
1494
$16.1M 0.01%
527,652
-85,145
1495
$16.1M 0.01%
220,392
-3,360
1496
$16.1M 0.01%
218,112
+6,809
1497
$16M 0.01%
223,548
+8,860
1498
$16M 0.01%
531,702
-12,847
1499
$16M ﹤0.01%
134,424
-4,555
1500
$16M ﹤0.01%
229,317
-4,190