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
1826
$10.8M ﹤0.01%
242,224
+47,891
1827
$10.8M ﹤0.01%
278,128
-12,101
1828
$10.8M ﹤0.01%
168,627
-3,126
1829
$10.7M ﹤0.01%
209,636
-2,883
1830
$10.7M ﹤0.01%
114,838
-5,471
1831
$10.7M ﹤0.01%
265,526
-1,915
1832
$10.7M ﹤0.01%
645,334
+269,846
1833
$10.6M ﹤0.01%
347,730
+1,061
1834
$10.6M ﹤0.01%
633,282
-19,956
1835
$10.6M ﹤0.01%
61,142
+83
1836
$10.6M ﹤0.01%
519,998
+163,255
1837
$10.6M ﹤0.01%
94,784
-3,410
1838
$10.6M ﹤0.01%
117,249
-6,145
1839
$10.6M ﹤0.01%
406,747
+24,752
1840
$10.6M ﹤0.01%
194,170
-39,990
1841
$10.6M ﹤0.01%
22,911
+4,980
1842
$10.6M ﹤0.01%
170,125
+84,298
1843
$10.6M ﹤0.01%
105,526
+193
1844
$10.6M ﹤0.01%
615,886
-38,245
1845
$10.5M ﹤0.01%
257,741
+28,685
1846
$10.5M ﹤0.01%
784,158
-62,178
1847
$10.5M ﹤0.01%
387,379
+1,887
1848
$10.5M ﹤0.01%
195,739
-1,270
1849
$10.5M ﹤0.01%
643,665
+74,342
1850
$10.5M ﹤0.01%
276,388
+36,275