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
2401
$4.98M ﹤0.01%
312,186
+7,779
2402
$4.97M ﹤0.01%
97,724
-15,642
2403
$4.96M ﹤0.01%
145,597
-26,863
2404
$4.96M ﹤0.01%
19,265
-111,818
2405
$4.95M ﹤0.01%
88,016
+12,073
2406
$4.93M ﹤0.01%
130,241
-1,301
2407
$4.93M ﹤0.01%
28,765
-5,641
2408
$4.93M ﹤0.01%
103,378
+38,950
2409
$4.92M ﹤0.01%
165,959
+16,043
2410
$4.92M ﹤0.01%
248,678
+126,834
2411
$4.91M ﹤0.01%
163,361
+11,350
2412
$4.91M ﹤0.01%
1,048,839
-30,322
2413
$4.87M ﹤0.01%
184,289
+126,457
2414
$4.86M ﹤0.01%
126,387
-7,520
2415
$4.85M ﹤0.01%
124,392
+18,375
2416
$4.84M ﹤0.01%
177,434
-64,253
2417
$4.83M ﹤0.01%
36,522
+6,763
2418
$4.81M ﹤0.01%
101,729
-1,761
2419
$4.81M ﹤0.01%
+238,781
2420
$4.81M ﹤0.01%
207,640
-1,138
2421
$4.79M ﹤0.01%
475,671
-2,968
2422
$4.77M ﹤0.01%
157,068
-7,658
2423
$4.77M ﹤0.01%
6,365
+2,485
2424
$4.76M ﹤0.01%
81,629
+430
2425
$4.76M ﹤0.01%
100,215
-1,001