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
3526
$139K ﹤0.01%
+17,593
3527
$137K ﹤0.01%
+11,760
3528
$136K ﹤0.01%
1,393
+170
3529
$136K ﹤0.01%
12,490
-843
3530
$136K ﹤0.01%
+5,333
3531
$133K ﹤0.01%
11,000
-1,200
3532
$132K ﹤0.01%
+1,043
3533
$131K ﹤0.01%
11,233
3534
$130K ﹤0.01%
+11,579
3535
$126K ﹤0.01%
13,040
+2,200
3536
$124K ﹤0.01%
12,591
+1,295
3537
$123K ﹤0.01%
11,561
-1,810
3538
$115K ﹤0.01%
13,279
+898
3539
$114K ﹤0.01%
+11,136
3540
$113K ﹤0.01%
+13,812
3541
$113K ﹤0.01%
306,500
3542
$111K ﹤0.01%
57,473
+12,320
3543
$110K ﹤0.01%
+16,365
3544
$106K ﹤0.01%
15,837
3545
$106K ﹤0.01%
3,894
+611
3546
$103K ﹤0.01%
18,390
-250
3547
$101K ﹤0.01%
40,925
3548
$98K ﹤0.01%
10,029
-680
3549
$95K ﹤0.01%
13,100
3550
$92K ﹤0.01%
8,486
+317