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
2951
$846K ﹤0.01%
+33,009
2952
$842K ﹤0.01%
74,180
2953
$841K ﹤0.01%
13,744
-113
2954
$840K ﹤0.01%
30,772
+1,128
2955
$836K ﹤0.01%
7,764
+1,621
2956
$834K ﹤0.01%
46,077
-3,426
2957
$834K ﹤0.01%
37,384
+4,938
2958
$833K ﹤0.01%
18,216
-598
2959
$831K ﹤0.01%
19,072
+2,125
2960
$829K ﹤0.01%
15,218
+1,857
2961
$828K ﹤0.01%
74,760
-18,475
2962
$827K ﹤0.01%
67,067
-18,163
2963
$826K ﹤0.01%
+31,530
2964
$825K ﹤0.01%
44,373
+4,006
2965
$823K ﹤0.01%
189,355
+33,268
2966
$823K ﹤0.01%
+32,075
2967
$820K ﹤0.01%
62,891
+4,287
2968
$818K ﹤0.01%
36,972
+15,485
2969
$818K ﹤0.01%
+33,800
2970
$815K ﹤0.01%
52,479
+37,254
2971
$813K ﹤0.01%
68,571
+3,331
2972
$810K ﹤0.01%
38,580
-8,070
2973
$809K ﹤0.01%
136,813
-17,470
2974
$805K ﹤0.01%
31,785
+12,845
2975
$804K ﹤0.01%
9,114
+3,383