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
2726
$1.47M ﹤0.01%
62,530
+1,653
2727
$1.46M ﹤0.01%
86,393
-16,205
2728
$1.45M ﹤0.01%
+115,331
2729
$1.45M ﹤0.01%
71,640
+39,154
2730
$1.45M ﹤0.01%
47,018
-24,035
2731
$1.45M ﹤0.01%
+292,650
2732
$1.45M ﹤0.01%
+214,639
2733
$1.45M ﹤0.01%
32,353
-1,572
2734
$1.45M ﹤0.01%
56,295
-2,000
2735
$1.45M ﹤0.01%
45,791
+11,159
2736
$1.44M ﹤0.01%
47,380
+728
2737
$1.44M ﹤0.01%
3,551
-8,424
2738
$1.44M ﹤0.01%
82,889
+23,513
2739
$1.44M ﹤0.01%
28,056
-2,514
2740
$1.43M ﹤0.01%
58,106
+25,554
2741
$1.43M ﹤0.01%
213,128
+55,456
2742
$1.43M ﹤0.01%
117,697
+27,880
2743
$1.43M ﹤0.01%
51,216
-61,418
2744
$1.43M ﹤0.01%
+50,769
2745
$1.42M ﹤0.01%
101,267
+9,308
2746
$1.42M ﹤0.01%
+50,116
2747
$1.42M ﹤0.01%
83,973
+67,775
2748
$1.42M ﹤0.01%
32,149
+6,074
2749
$1.41M ﹤0.01%
+154,525
2750
$1.41M ﹤0.01%
27,314
-2,869