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
1526
$15.3M ﹤0.01%
619,551
-61,882
1527
$15.2M ﹤0.01%
1,483,650
1528
$15.2M ﹤0.01%
177,753
-36,658
1529
$15.1M ﹤0.01%
556,750
+20,730
1530
$15.1M ﹤0.01%
404,364
-64,203
1531
$15.1M ﹤0.01%
168,796
-28,566
1532
$15.1M ﹤0.01%
1,049,294
-265,744
1533
$15.1M ﹤0.01%
78,778
+6,484
1534
$15.1M ﹤0.01%
186,535
+36,745
1535
$15.1M ﹤0.01%
278,406
+16,105
1536
$15.1M ﹤0.01%
160,518
-2,282
1537
$15M ﹤0.01%
83,815
-72,266
1538
$15M ﹤0.01%
273,238
+155,029
1539
$15M ﹤0.01%
163,387
-6,827
1540
$14.9M ﹤0.01%
765,658
-17,023
1541
$14.9M ﹤0.01%
91,662
-8,272
1542
$14.9M ﹤0.01%
325,261
1543
$14.9M ﹤0.01%
128,951
+9,392
1544
$14.9M ﹤0.01%
91,097
-494,558
1545
$14.9M ﹤0.01%
682,186
-2,560
1546
$14.8M ﹤0.01%
563,133
-187,873
1547
$14.8M ﹤0.01%
336,679
+34,196
1548
$14.8M ﹤0.01%
337,739
+86,030
1549
$14.8M ﹤0.01%
71,681
+24,918
1550
$14.8M ﹤0.01%
85,005
-10,410