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
2176
$6.78M ﹤0.01%
727,836
2177
$6.78M ﹤0.01%
789,753
+162,159
2178
$6.76M ﹤0.01%
177,752
-1,485
2179
$6.75M ﹤0.01%
82,691
-1,383
2180
$6.74M ﹤0.01%
173,461
+27,060
2181
$6.72M ﹤0.01%
124,920
-4,971
2182
$6.71M ﹤0.01%
214,326
-3,770
2183
$6.71M ﹤0.01%
128,577
-84,871
2184
$6.7M ﹤0.01%
205,450
+18,673
2185
$6.7M ﹤0.01%
228,454
+1,054
2186
$6.7M ﹤0.01%
198,754
-1,856
2187
$6.69M ﹤0.01%
85,959
-4,083
2188
$6.69M ﹤0.01%
807,202
-159,730
2189
$6.68M ﹤0.01%
208,397
-55,183
2190
$6.67M ﹤0.01%
83,587
-9,697
2191
$6.67M ﹤0.01%
518,663
+254,245
2192
$6.66M ﹤0.01%
135,937
+2,129
2193
$6.64M ﹤0.01%
164,922
-7,236
2194
$6.63M ﹤0.01%
71,487
-162
2195
$6.63M ﹤0.01%
172,667
-5,791
2196
$6.61M ﹤0.01%
209,724
-188,293
2197
$6.61M ﹤0.01%
279,158
-15,340
2198
$6.61M ﹤0.01%
85,402
-16,192
2199
$6.6M ﹤0.01%
132,651
+1,008
2200
$6.59M ﹤0.01%
175,553
+25,415