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
2901
$989K ﹤0.01%
52,141
+2,041
2902
$986K ﹤0.01%
53,186
-4,500
2903
$985K ﹤0.01%
27,255
+6,327
2904
$971K ﹤0.01%
13,602
+2,150
2905
$969K ﹤0.01%
+38,817
2906
$967K ﹤0.01%
80,279
+2,024
2907
$963K ﹤0.01%
29,721
+4,426
2908
$961K ﹤0.01%
78,832
+1,080
2909
$958K ﹤0.01%
67,730
-210
2910
$952K ﹤0.01%
131,878
+4,952
2911
$949K ﹤0.01%
+38,234
2912
$947K ﹤0.01%
+15,629
2913
$946K ﹤0.01%
+35,477
2914
$944K ﹤0.01%
8,249
+1,644
2915
$941K ﹤0.01%
40,680
+17,143
2916
$938K ﹤0.01%
19,407
-353
2917
$937K ﹤0.01%
15,491
+1,010
2918
$937K ﹤0.01%
8,570
-48,005
2919
$930K ﹤0.01%
21,953
+14,544
2920
$930K ﹤0.01%
281,973
+4,479
2921
$930K ﹤0.01%
64,809
+3,534
2922
$922K ﹤0.01%
17,240
-2,291
2923
$912K ﹤0.01%
30,848
+8,170
2924
$911K ﹤0.01%
253
-64
2925
$910K ﹤0.01%
56,598
-4,503