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
1201
$14.6M 0.01%
500,398
+150,209
1202
$14.6M 0.01%
587,891
+480
1203
$14.6M 0.01%
158,975
-34,355
1204
$14.6M 0.01%
198,362
+1,528
1205
$14.5M 0.01%
235,178
+118,833
1206
$14.5M 0.01%
1,137,691
-104,319
1207
$14.5M 0.01%
716,520
-333,412
1208
$14.4M 0.01%
454,349
+25,915
1209
$14.4M 0.01%
1,175,720
+61,952
1210
$14.4M 0.01%
781,215
+93,228
1211
$14.4M 0.01%
357,472
+118,243
1212
$14.4M 0.01%
195,810
+47,581
1213
$14.4M 0.01%
126,245
-6,013
1214
$14.4M 0.01%
756,952
+63,995
1215
$14.4M 0.01%
551,531
-16,092
1216
$14.3M 0.01%
1,268,646
-232,188
1217
$14.3M 0.01%
582,575
+100,859
1218
$14.3M 0.01%
323,551
-79,711
1219
$14.3M 0.01%
623,025
+73,187
1220
$14.3M 0.01%
368,718
-70,680
1221
$14.3M 0.01%
366,246
+21,696
1222
$14.3M 0.01%
174,359
+24,007
1223
$14.3M 0.01%
752,565
-68,753
1224
$14.2M 0.01%
188,942
-112,188
1225
$14.2M 0.01%
735,748
+82,458