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
3701
-96,068
3702
-122,514
3703
-789,658
3704
-40,621
3705
-334,108
3706
-323,789
3707
-131,124
3708
-415,945
3709
-16,096
3710
-146,011
3711
-422,251
3712
-21,333
3713
-38,510
3714
-1,122,130
3715
-367,887
3716
-113,588
3717
-68,210
3718
-43,130
3719
$0 ﹤0.01%
10,000
3720
-147,890
3721
-1,726
3722
-12,534
3723
-11,005
3724
-6,542
3725
-3,406