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
2426
$4.76M ﹤0.01%
370,427
-15,764
2427
$4.75M ﹤0.01%
80,131
-110
2428
$4.75M ﹤0.01%
37,411
+4,761
2429
$4.74M ﹤0.01%
68,634
+59,814
2430
$4.74M ﹤0.01%
144,669
+115,006
2431
$4.74M ﹤0.01%
295,913
+5,294
2432
$4.73M ﹤0.01%
74,822
-4,020
2433
$4.72M ﹤0.01%
142,621
-843
2434
$4.71M ﹤0.01%
153,709
-133,566
2435
$4.71M ﹤0.01%
35,360
+2,403
2436
$4.7M ﹤0.01%
181,021
+171,098
2437
$4.68M ﹤0.01%
101,472
+65,481
2438
$4.68M ﹤0.01%
241,007
+16,774
2439
$4.67M ﹤0.01%
138,823
-104,589
2440
$4.66M ﹤0.01%
40,771
-1,351
2441
$4.66M ﹤0.01%
53,053
+44,604
2442
$4.65M ﹤0.01%
100,561
-743
2443
$4.65M ﹤0.01%
176,741
-13,296
2444
$4.63M ﹤0.01%
74,229
-10,737
2445
$4.63M ﹤0.01%
110,860
+43,083
2446
$4.63M ﹤0.01%
138,907
-3,356
2447
$4.61M ﹤0.01%
220,526
+114,556
2448
$4.6M ﹤0.01%
61,571
+1,675
2449
$4.59M ﹤0.01%
106,880
-3,883
2450
$4.57M ﹤0.01%
417,118
+26,116