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
1776
$11.5M ﹤0.01%
618,902
-56,237
1777
$11.4M ﹤0.01%
375,234
-20,940
1778
$11.4M ﹤0.01%
155,649
-2,494
1779
$11.4M ﹤0.01%
207,004
-16,495
1780
$11.4M ﹤0.01%
725,122
-71,458
1781
$11.4M ﹤0.01%
391,860
+12,070
1782
$11.4M ﹤0.01%
75,492
-278
1783
$11.4M ﹤0.01%
1,885,791
-740,472
1784
$11.4M ﹤0.01%
124,920
-1,822
1785
$11.4M ﹤0.01%
152,548
-47,312
1786
$11.4M ﹤0.01%
152,810
+24,788
1787
$11.4M ﹤0.01%
116,480
-3,077
1788
$11.3M ﹤0.01%
74,426
-2,024
1789
$11.3M ﹤0.01%
397,958
-110,375
1790
$11.3M ﹤0.01%
426,798
+13,604
1791
$11.3M ﹤0.01%
351,923
-9,579
1792
$11.3M ﹤0.01%
638,165
-209,138
1793
$11.2M ﹤0.01%
340,016
-102,968
1794
$11.2M ﹤0.01%
72,888
-4,289
1795
$11.2M ﹤0.01%
59,771
-1,822
1796
$11.2M ﹤0.01%
218,899
+12,706
1797
$11.2M ﹤0.01%
140,208
-56,909
1798
$11.2M ﹤0.01%
340,976
-25,595
1799
$11.2M ﹤0.01%
138,735
-3,896
1800
$11.2M ﹤0.01%
344,994
+330,031