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
1101
$16.7M 0.01%
374,924
-22,014
1102
$16.7M 0.01%
290,627
+95,726
1103
$16.7M 0.01%
259,365
-1,375
1104
$16.7M 0.01%
275,157
+37,193
1105
$16.6M 0.01%
379,584
+533
1106
$16.6M 0.01%
1,205,825
-28,545
1107
$16.6M 0.01%
1,421,126
-120,560
1108
$16.6M 0.01%
356,242
+53,515
1109
$16.6M 0.01%
519,621
+10,614
1110
$16.6M 0.01%
461,729
-121,874
1111
$16.5M 0.01%
221,281
+119,345
1112
$16.5M 0.01%
186,032
-199,079
1113
$16.5M 0.01%
302,498
+75,687
1114
$16.5M 0.01%
360,261
+201,040
1115
$16.5M 0.01%
155,297
+21,671
1116
$16.5M 0.01%
384,126
+136,683
1117
$16.5M 0.01%
1,635,243
+133,200
1118
$16.5M 0.01%
241,180
-111,351
1119
$16.5M 0.01%
545,333
+376,352
1120
$16.4M 0.01%
193,051
+3,977
1121
$16.4M 0.01%
882,336
-87,583
1122
$16.4M 0.01%
5,533,690
+316,250
1123
$16.4M 0.01%
251,162
-20,861
1124
$16.4M 0.01%
985,934
-367,931
1125
$16.3M 0.01%
491,731
+4,607