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
2576
$1.99M ﹤0.01%
18,873
+7,352
2577
$1.99M ﹤0.01%
108,114
-1,330
2578
$1.99M ﹤0.01%
42,924
+14,051
2579
$1.99M ﹤0.01%
266,370
+58,584
2580
$1.98M ﹤0.01%
120,715
+2,323
2581
$1.98M ﹤0.01%
33,380
+30,364
2582
$1.97M ﹤0.01%
39,669
+4,263
2583
$1.97M ﹤0.01%
422,288
-16,331
2584
$1.97M ﹤0.01%
82,148
+11,125
2585
$1.96M ﹤0.01%
92,391
-29,374
2586
$1.96M ﹤0.01%
38,029
+3,978
2587
$1.96M ﹤0.01%
+152,972
2588
$1.96M ﹤0.01%
+71,039
2589
$1.96M ﹤0.01%
124,847
+12,400
2590
$1.94M ﹤0.01%
12,692
-368
2591
$1.94M ﹤0.01%
136,572
+70,464
2592
$1.94M ﹤0.01%
84,803
+22,704
2593
$1.94M ﹤0.01%
44,652
-43,691
2594
$1.93M ﹤0.01%
13,632
-9,743
2595
$1.93M ﹤0.01%
195,770
-15,342
2596
$1.93M ﹤0.01%
62,299
-13,860
2597
$1.93M ﹤0.01%
171,300
+157,100
2598
$1.93M ﹤0.01%
+125,000
2599
$1.92M ﹤0.01%
74,226
+20,730
2600
$1.92M ﹤0.01%
50,499
+42,468