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
2626
$1.83M ﹤0.01%
50,851
+971
2627
$1.83M ﹤0.01%
251,790
+89,669
2628
$1.83M ﹤0.01%
291,714
+6,029
2629
$1.83M ﹤0.01%
167,599
-24,913
2630
$1.82M ﹤0.01%
846
-195
2631
$1.82M ﹤0.01%
68,945
+7,000
2632
$1.82M ﹤0.01%
104,289
+22,979
2633
$1.82M ﹤0.01%
46,084
+11,638
2634
$1.82M ﹤0.01%
112,615
+2,366
2635
$1.81M ﹤0.01%
55,410
+860
2636
$1.81M ﹤0.01%
81,600
+2,490
2637
$1.81M ﹤0.01%
+34,125
2638
$1.8M ﹤0.01%
+71,208
2639
$1.8M ﹤0.01%
+102,301
2640
$1.79M ﹤0.01%
31,293
+7,403
2641
$1.79M ﹤0.01%
141,428
+2,765
2642
$1.78M ﹤0.01%
+75,418
2643
$1.78M ﹤0.01%
54,855
+3,645
2644
$1.77M ﹤0.01%
+67,697
2645
$1.77M ﹤0.01%
75,546
+20,238
2646
$1.76M ﹤0.01%
59,527
-116,324
2647
$1.76M ﹤0.01%
32,184
+7,539
2648
$1.76M ﹤0.01%
123,155
+33,843
2649
$1.72M ﹤0.01%
+135,979
2650
$1.72M ﹤0.01%
41,393
+10,467