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
2251
$6.07M ﹤0.01%
+103,609
2252
$6.06M ﹤0.01%
38,816
-33,725
2253
$6.05M ﹤0.01%
171,743
-34,103
2254
$6.04M ﹤0.01%
121,230
-1,794
2255
$6.04M ﹤0.01%
69,732
-1,168
2256
$6.03M ﹤0.01%
402,885
-3,848
2257
$6.02M ﹤0.01%
333,252
+20,811
2258
$6.01M ﹤0.01%
124,070
-361,320
2259
$6.01M ﹤0.01%
108,047
+101,947
2260
$6.01M ﹤0.01%
11,262
-23,499
2261
$6M ﹤0.01%
134,576
-7,300
2262
$6M ﹤0.01%
226,120
+55,465
2263
$5.99M ﹤0.01%
+79,323
2264
$5.99M ﹤0.01%
175,057
-70,188
2265
$5.98M ﹤0.01%
109,487
-2,830
2266
$5.98M ﹤0.01%
173,768
+16,934
2267
$5.97M ﹤0.01%
257,049
-3,245
2268
$5.97M ﹤0.01%
30,847
-1,536
2269
$5.96M ﹤0.01%
101,492
-19,825
2270
$5.96M ﹤0.01%
224,686
+5,065
2271
$5.95M ﹤0.01%
324,645
-7,985
2272
$5.95M ﹤0.01%
572,950
+84,559
2273
$5.95M ﹤0.01%
76,105
-16,414
2274
$5.94M ﹤0.01%
50,459
-6,180
2275
$5.93M ﹤0.01%
146,974
-1,526