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
1151
$15.6M 0.01%
59,194
-4,974
1152
$15.5M 0.01%
411,530
+80,628
1153
$15.5M 0.01%
208,184
-24,488
1154
$15.5M 0.01%
662,586
-92,546
1155
$15.5M 0.01%
453,067
-271,614
1156
$15.4M 0.01%
150,830
+23,002
1157
$15.4M 0.01%
657,237
+26,373
1158
$15.4M 0.01%
446,293
-150,434
1159
$15.4M 0.01%
848,358
+20,942
1160
$15.3M 0.01%
437,918
-144,813
1161
$15.3M 0.01%
717,923
-131,903
1162
$15.3M 0.01%
260,088
-11,637
1163
$15.3M 0.01%
269,055
+180,535
1164
$15.3M 0.01%
120,500
-924
1165
$15.3M 0.01%
359,198
+70,986
1166
$15.3M 0.01%
2,317,635
+3,200
1167
$15.3M 0.01%
972,937
+18,719
1168
$15.3M 0.01%
280,492
+5,285
1169
$15.2M 0.01%
270,753
+15,756
1170
$15.2M 0.01%
123,197
+1,010
1171
$15.2M 0.01%
648,913
+201,930
1172
$15.2M 0.01%
533,299
+26,357
1173
$15.2M 0.01%
208,586
-1,689
1174
$15.2M 0.01%
933,526
+139,929
1175
$15.2M 0.01%
703,879
+350,194