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
1026
$18.4M 0.01%
589,385
-211,363
1027
$18.4M 0.01%
763,526
-246,700
1028
$18.4M 0.01%
13,699
-4,026
1029
$18.3M 0.01%
180,666
-90,877
1030
$18.3M 0.01%
455,323
-412,219
1031
$18.3M 0.01%
772,374
+59,454
1032
$18.3M 0.01%
228,916
-111,254
1033
$18.3M 0.01%
1,994,550
-1,184,690
1034
$18.2M 0.01%
734,980
+283,154
1035
$18.2M 0.01%
160,840
+48,371
1036
$18.2M 0.01%
315,885
+19,224
1037
$18.2M 0.01%
785,011
+526,963
1038
$18.1M 0.01%
858,167
-329,565
1039
$18.1M 0.01%
322,283
-98,119
1040
$18.1M 0.01%
288,485
+12,738
1041
$18M 0.01%
640,128
+234,037
1042
$18M 0.01%
460,927
-36,094
1043
$18M 0.01%
305,460
+3,532
1044
$18M 0.01%
206,821
-25,991
1045
$18M 0.01%
238,096
+23,772
1046
$18M 0.01%
8,246
-5,393
1047
$18M 0.01%
464,203
-70,509
1048
$17.9M 0.01%
721,827
-33,708
1049
$17.9M 0.01%
334,048
+55,255
1050
$17.9M 0.01%
265,100
-48,100