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
$176B
AUM Growth
+$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,331
New
Increased
Reduced
Closed

Top Buys

1 +$921M
2 +$698M
3 +$515M
4
META icon
Meta Platforms (Facebook)
META
+$388M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$323M

Sector Composition

1 Healthcare 15.13%
2 Technology 14.77%
3 Financials 14.23%
4 Consumer Discretionary 9.46%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$2.16M ﹤0.01%
31,957
-11,228
2527
$2.16M ﹤0.01%
228,967
-1,299
2528
$2.16M ﹤0.01%
78,052
+17,900
2529
$2.16M ﹤0.01%
163,899
+4,685
2530
$2.15M ﹤0.01%
27,052
+8,229
2531
$2.15M ﹤0.01%
2,229
+543
2532
$2.15M ﹤0.01%
20,436
-76,838
2533
$2.15M ﹤0.01%
+179,844
2534
$2.14M ﹤0.01%
50,661
+19,567
2535
$2.14M ﹤0.01%
127,055
-8,167
2536
$2.14M ﹤0.01%
26,897
+3,266
2537
$2.13M ﹤0.01%
21,245
+160
2538
$2.13M ﹤0.01%
149,900
+41,960
2539
$2.13M ﹤0.01%
466,429
-49,762
2540
$2.13M ﹤0.01%
+45,308
2541
$2.12M ﹤0.01%
14,796
+753
2542
$2.12M ﹤0.01%
251,308
+64,413
2543
$2.12M ﹤0.01%
118,205
-67,130
2544
$2.12M ﹤0.01%
113,700
+101,136
2545
$2.12M ﹤0.01%
45,137
+14,533
2546
$2.11M ﹤0.01%
219,102
+1,309
2547
$2.11M ﹤0.01%
159,182
-8,806
2548
$2.1M ﹤0.01%
44,257
+5,335
2549
$2.1M ﹤0.01%
108,800
+17,253
2550
$2.09M ﹤0.01%
48,015
+4,627