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
1851
$10.5M ﹤0.01%
218,590
-34,812
1852
$10.4M ﹤0.01%
23,802
+552
1853
$10.4M ﹤0.01%
1,137,445
-10,385
1854
$10.4M ﹤0.01%
652,017
-8,381
1855
$10.4M ﹤0.01%
344,632
+9,846
1856
$10.4M ﹤0.01%
515,198
-1,921
1857
$10.4M ﹤0.01%
142,434
+81,332
1858
$10.4M ﹤0.01%
71,016
-11,441
1859
$10.4M ﹤0.01%
89,044
+8,519
1860
$10.4M ﹤0.01%
53,965
-18,202
1861
$10.4M ﹤0.01%
143,385
-14,243
1862
$10.4M ﹤0.01%
553,142
+3,536
1863
$10.3M ﹤0.01%
339,691
+4,294
1864
$10.3M ﹤0.01%
208,136
+4,605
1865
$10.3M ﹤0.01%
209,965
+20,912
1866
$10.3M ﹤0.01%
153,629
-1,341
1867
$10.3M ﹤0.01%
100,489
+8,209
1868
$10.3M ﹤0.01%
22,128
-577
1869
$10.2M ﹤0.01%
201,135
+1,878
1870
$10.2M ﹤0.01%
264,316
-9,184
1871
$10.2M ﹤0.01%
660,213
+28,893
1872
$10.2M ﹤0.01%
96,613
-1,007
1873
$10.2M ﹤0.01%
218,936
+34,225
1874
$10.2M ﹤0.01%
73,942
+24,933
1875
$10.2M ﹤0.01%
1,109,851
-890,083