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
1176
$15.1M 0.01%
407,128
+44,550
1177
$15.1M 0.01%
408,640
-258,877
1178
$15.1M 0.01%
+301,000
1179
$15.1M 0.01%
130,476
+2,573
1180
$15.1M 0.01%
289,346
+126,623
1181
$15M 0.01%
223,171
+12,572
1182
$15M 0.01%
409,404
-1,023
1183
$15M 0.01%
134,985
+3,792
1184
$15M 0.01%
5,276,247
+728,700
1185
$14.9M 0.01%
141,378
+26,875
1186
$14.9M 0.01%
858,555
-39,576
1187
$14.9M 0.01%
634,356
+5,634
1188
$14.9M 0.01%
262,505
+135,807
1189
$14.8M 0.01%
+463,912
1190
$14.8M 0.01%
625,471
+187,743
1191
$14.8M 0.01%
173,708
-8,507
1192
$14.8M 0.01%
286,775
-60,372
1193
$14.8M 0.01%
464,540
-3,070
1194
$14.8M 0.01%
424,240
+29,482
1195
$14.7M 0.01%
1,492,663
-455,769
1196
$14.7M 0.01%
915,354
+617,705
1197
$14.7M 0.01%
514,624
+18,500
1198
$14.7M 0.01%
121,072
+19,150
1199
$14.7M 0.01%
433,553
+45,525
1200
$14.7M 0.01%
403,647
-7,134