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
1551
$14.8M ﹤0.01%
112,990
+5,990
1552
$14.8M ﹤0.01%
315,046
+13,707
1553
$14.7M ﹤0.01%
965,481
-112,705
1554
$14.7M ﹤0.01%
140,170
-4,486
1555
$14.7M ﹤0.01%
298,498
+99,942
1556
$14.7M ﹤0.01%
445,196
+88,130
1557
$14.7M ﹤0.01%
230,225
+61,594
1558
$14.7M ﹤0.01%
523,396
+55,712
1559
$14.6M ﹤0.01%
103,226
+492
1560
$14.6M ﹤0.01%
522,074
+57,060
1561
$14.6M ﹤0.01%
406,576
-145,110
1562
$14.6M ﹤0.01%
1,063,955
-9,223
1563
$14.6M ﹤0.01%
142,060
-104,653
1564
$14.6M ﹤0.01%
243,743
-106,571
1565
$14.6M ﹤0.01%
669,947
+322,232
1566
$14.5M ﹤0.01%
321,781
+70,342
1567
$14.5M ﹤0.01%
237,208
+70,309
1568
$14.5M ﹤0.01%
1,019,546
-6,720
1569
$14.5M ﹤0.01%
580,195
-12,407
1570
$14.5M ﹤0.01%
474,831
-969,930
1571
$14.5M ﹤0.01%
187,359
+91,655
1572
$14.5M ﹤0.01%
138,468
-2,058
1573
$14.4M ﹤0.01%
147,676
-24,041
1574
$14.4M ﹤0.01%
211,277
-11,298
1575
$14.4M ﹤0.01%
188,408
-128,240