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
2076
$7.66M ﹤0.01%
177,150
+6,310
2077
$7.66M ﹤0.01%
40,925
+14,998
2078
$7.66M ﹤0.01%
561,459
-8,684
2079
$7.65M ﹤0.01%
163,381
-30,359
2080
$7.63M ﹤0.01%
65,181
+2,170
2081
$7.61M ﹤0.01%
86,039
-2,957
2082
$7.61M ﹤0.01%
425,262
+2,168
2083
$7.6M ﹤0.01%
168,112
-2,269
2084
$7.59M ﹤0.01%
1,431,617
-89,645
2085
$7.59M ﹤0.01%
357,498
-151,082
2086
$7.58M ﹤0.01%
1,011,243
+581,449
2087
$7.57M ﹤0.01%
+347,698
2088
$7.56M ﹤0.01%
269,076
-40,314
2089
$7.55M ﹤0.01%
293,140
-3,965
2090
$7.55M ﹤0.01%
357,417
+211,240
2091
$7.54M ﹤0.01%
53,574
-542
2092
$7.54M ﹤0.01%
781,715
+207,734
2093
$7.53M ﹤0.01%
74,077
-1,452
2094
$7.5M ﹤0.01%
325,520
+43,724
2095
$7.48M ﹤0.01%
233,707
-1,066
2096
$7.47M ﹤0.01%
204,272
-28,381
2097
$7.46M ﹤0.01%
261,949
+69,856
2098
$7.45M ﹤0.01%
128,195
-902,520
2099
$7.44M ﹤0.01%
174,517
-18,474
2100
$7.44M ﹤0.01%
253,126
-144,617