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
2201
$6.56M ﹤0.01%
67,512
+33,720
2202
$6.54M ﹤0.01%
152,297
-7,428
2203
$6.53M ﹤0.01%
553,923
-9,921
2204
$6.51M ﹤0.01%
134,492
-10,023
2205
$6.5M ﹤0.01%
174,488
-143,383
2206
$6.5M ﹤0.01%
64,648
-1,796
2207
$6.48M ﹤0.01%
188,317
+82,666
2208
$6.47M ﹤0.01%
+256,740
2209
$6.46M ﹤0.01%
150,804
+30,104
2210
$6.44M ﹤0.01%
173,630
-85,219
2211
$6.42M ﹤0.01%
25,818
-1,458
2212
$6.42M ﹤0.01%
47,564
+44,526
2213
$6.42M ﹤0.01%
267,688
+26,494
2214
$6.41M ﹤0.01%
531,487
+8,454
2215
$6.39M ﹤0.01%
391,999
-88,087
2216
$6.39M ﹤0.01%
452,925
-2,878
2217
$6.38M ﹤0.01%
672,826
-134,266
2218
$6.38M ﹤0.01%
609,719
-143,392
2219
$6.38M ﹤0.01%
221,416
-219
2220
$6.38M ﹤0.01%
482,546
-56,431
2221
$6.37M ﹤0.01%
873,080
+4,162
2222
$6.36M ﹤0.01%
370,927
-5,719
2223
$6.35M ﹤0.01%
49,877
-25,985
2224
$6.35M ﹤0.01%
185,266
-10
2225
$6.34M ﹤0.01%
230,796
+2,543