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
2226
$6.32M ﹤0.01%
61,708
-2,673
2227
$6.3M ﹤0.01%
168,848
+10,649
2228
$6.3M ﹤0.01%
75,317
+2,354
2229
$6.29M ﹤0.01%
99,818
+8,159
2230
$6.28M ﹤0.01%
510,201
-74,200
2231
$6.25M ﹤0.01%
84,268
-8,124
2232
$6.25M ﹤0.01%
437,112
-305,144
2233
$6.24M ﹤0.01%
139,951
-1,627
2234
$6.24M ﹤0.01%
315,022
-1,007
2235
$6.22M ﹤0.01%
1,003,888
+111,723
2236
$6.22M ﹤0.01%
255,221
-14,373
2237
$6.22M ﹤0.01%
58,335
-3,397
2238
$6.21M ﹤0.01%
+151,680
2239
$6.21M ﹤0.01%
79,270
+14,331
2240
$6.19M ﹤0.01%
180,762
+6,646
2241
$6.18M ﹤0.01%
+625,400
2242
$6.17M ﹤0.01%
262,277
-175,919
2243
$6.14M ﹤0.01%
724,427
+612,548
2244
$6.13M ﹤0.01%
108,263
-22,719
2245
$6.13M ﹤0.01%
438,837
+4,049
2246
$6.11M ﹤0.01%
327,655
-3,872
2247
$6.09M ﹤0.01%
140,270
+9,115
2248
$6.09M ﹤0.01%
136,121
+13,378
2249
$6.09M ﹤0.01%
66,492
+10,950
2250
$6.08M ﹤0.01%
387,351
+68,427