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
151
$456M 0.14%
9,585,035
-249,437
152
$452M 0.14%
7,635,906
-59,551
153
$449M 0.14%
3,002,756
+85,753
154
$448M 0.14%
5,594,585
-82,795
155
$445M 0.14%
1,875,553
+1,325,912
156
$439M 0.14%
2,250,120
-52,215
157
$438M 0.14%
11,804,867
+30,624
158
$430M 0.13%
4,986,880
-157,684
159
$425M 0.13%
6,446,667
+379,410
160
$424M 0.13%
1,167,286
+40,971
161
$424M 0.13%
3,917,608
-79,735
162
$421M 0.13%
3,570,213
+247,105
163
$418M 0.13%
907,138
-1,274
164
$417M 0.13%
3,516,205
-460,796
165
$414M 0.13%
8,693,804
-273,391
166
$413M 0.13%
15,858,384
-9,497,105
167
$413M 0.13%
8,193,491
+884,730
168
$410M 0.13%
187,584
-28,108
169
$410M 0.13%
1,681,775
+124,909
170
$404M 0.12%
10,859,598
+2,419,058
171
$402M 0.12%
4,910,584
-1,104,753
172
$401M 0.12%
6,326,647
-344,976
173
$400M 0.12%
2,741,240
+351,392
174
$399M 0.12%
7,299,640
+761,653
175
$394M 0.12%
5,073,534
+1,247,007