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
3401
$242K ﹤0.01%
4,620
-12,258
3402
$241K ﹤0.01%
5,654
-9,956
3403
$238K ﹤0.01%
9,150
-8,100
3404
$238K ﹤0.01%
7,762
+516
3405
$238K ﹤0.01%
+11,989
3406
$238K ﹤0.01%
9,543
+515
3407
$237K ﹤0.01%
5,060
+540
3408
$237K ﹤0.01%
30,425
+2,089
3409
$237K ﹤0.01%
11,449
-1,605
3410
$237K ﹤0.01%
18,599
+2,378
3411
$236K ﹤0.01%
26,100
+2,150
3412
$236K ﹤0.01%
+4,771
3413
$235K ﹤0.01%
21,766
-575
3414
$235K ﹤0.01%
14,037
-401
3415
$235K ﹤0.01%
28,650
+150
3416
$235K ﹤0.01%
5,371
+783
3417
$235K ﹤0.01%
18,952
+4,670
3418
$234K ﹤0.01%
15,744
+5,520
3419
$233K ﹤0.01%
13,358
+192
3420
$232K ﹤0.01%
18,282
+3,250
3421
$232K ﹤0.01%
21,113
-5
3422
$231K ﹤0.01%
+3,154
3423
$231K ﹤0.01%
25,924
+1,183
3424
$230K ﹤0.01%
+7,476
3425
$230K ﹤0.01%
4,374
+574