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
2301
$5.69M ﹤0.01%
473,839
+187,470
2302
$5.68M ﹤0.01%
171,719
+64,909
2303
$5.68M ﹤0.01%
119,316
-68,922
2304
$5.65M ﹤0.01%
230,820
-1,014,411
2305
$5.65M ﹤0.01%
183,526
+4,029
2306
$5.63M ﹤0.01%
89,054
-86,907
2307
$5.62M ﹤0.01%
278,195
+92,926
2308
$5.62M ﹤0.01%
169,924
-31,083
2309
$5.61M ﹤0.01%
125,117
+7,332
2310
$5.61M ﹤0.01%
197,617
-4,138
2311
$5.61M ﹤0.01%
163,906
-13,766
2312
$5.6M ﹤0.01%
57,890
-692
2313
$5.6M ﹤0.01%
170,243
+22
2314
$5.59M ﹤0.01%
137,316
+2,103
2315
$5.59M ﹤0.01%
484,882
-5,222
2316
$5.57M ﹤0.01%
123,235
+73,162
2317
$5.57M ﹤0.01%
73,879
-8,203
2318
$5.55M ﹤0.01%
+66,099
2319
$5.54M ﹤0.01%
144,886
+7,790
2320
$5.54M ﹤0.01%
227,227
+7,636
2321
$5.53M ﹤0.01%
375,210
-164,668
2322
$5.52M ﹤0.01%
307,963
-31,872
2323
$5.52M ﹤0.01%
62,998
-15,189
2324
$5.52M ﹤0.01%
98,612
-256
2325
$5.51M ﹤0.01%
+250,046