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
2926
$909K ﹤0.01%
2,216
+3
2927
$909K ﹤0.01%
+35,375
2928
$907K ﹤0.01%
234,125
+31,680
2929
$904K ﹤0.01%
38,416
+19,030
2930
$901K ﹤0.01%
+35,442
2931
$897K ﹤0.01%
29,129
+2,632
2932
$897K ﹤0.01%
35,445
+5,170
2933
$896K ﹤0.01%
+35,157
2934
$894K ﹤0.01%
32,176
-2,693
2935
$890K ﹤0.01%
39,396
+10,055
2936
$889K ﹤0.01%
29,881
+22,674
2937
$884K ﹤0.01%
69,189
+37,656
2938
$882K ﹤0.01%
22,149
+12,185
2939
$875K ﹤0.01%
+35,914
2940
$874K ﹤0.01%
178,873
-939,972
2941
$870K ﹤0.01%
11,824
+3,308
2942
$868K ﹤0.01%
16,953
+2,974
2943
$866K ﹤0.01%
+35,777
2944
$865K ﹤0.01%
19,864
-277
2945
$864K ﹤0.01%
+10,264
2946
$860K ﹤0.01%
33,990
-40,542
2947
$857K ﹤0.01%
94,686
+9,456
2948
$849K ﹤0.01%
54,400
-27,618
2949
$846K ﹤0.01%
35,381
+9,227
2950
$846K ﹤0.01%
18,860
+7,540