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
3251
$389K ﹤0.01%
9,925
3252
$388K ﹤0.01%
20,765
+735
3253
$384K ﹤0.01%
36,310
+1,480
3254
$381K ﹤0.01%
53,833
+7,278
3255
$381K ﹤0.01%
17,320
+2,542
3256
$379K ﹤0.01%
4,768
-20,909
3257
$376K ﹤0.01%
+14,998
3258
$374K ﹤0.01%
9,559
-890,832
3259
$373K ﹤0.01%
8,921
+2,819
3260
$372K ﹤0.01%
17,104
+4,408
3261
$371K ﹤0.01%
11,812
+1,699
3262
$369K ﹤0.01%
11,887
+3,147
3263
$366K ﹤0.01%
+17,003
3264
$366K ﹤0.01%
+14,503
3265
$366K ﹤0.01%
+15,177
3266
$364K ﹤0.01%
13,679
+723
3267
$362K ﹤0.01%
16,798
+6,921
3268
$362K ﹤0.01%
237,851
+49,654
3269
$360K ﹤0.01%
14,102
+5,739
3270
$359K ﹤0.01%
23,336
-3,939
3271
$358K ﹤0.01%
1,649
+56
3272
$358K ﹤0.01%
40,738
+1,220
3273
$357K ﹤0.01%
16,276
+4,478
3274
$357K ﹤0.01%
+14,766
3275
$357K ﹤0.01%
+13,876