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
1326
$12.3M 0.01%
366,023
-124,638
1327
$12.3M 0.01%
212,755
-22,650
1328
$12.3M 0.01%
567,383
-54,376
1329
$12.3M 0.01%
929,168
+714,216
1330
$12.3M 0.01%
537,252
+216,123
1331
$12.2M 0.01%
148,997
-75,470
1332
$12.2M 0.01%
385,856
-71,242
1333
$12.2M 0.01%
435,564
+5,340
1334
$12.2M 0.01%
168,948
+9,443
1335
$12.2M 0.01%
4,531,250
+1,026,990
1336
$12.2M 0.01%
810,197
+183,032
1337
$12.1M 0.01%
508,671
-1,460
1338
$12.1M 0.01%
1,042,898
-254,567
1339
$12.1M 0.01%
357,193
-40,453
1340
$12.1M 0.01%
681,957
+286,763
1341
$12.1M 0.01%
78,182
+10,954
1342
$12.1M 0.01%
405,654
+169,640
1343
$12.1M 0.01%
223,556
+13,491
1344
$12.1M 0.01%
377,838
+361,943
1345
$12.1M 0.01%
606,628
+1,947
1346
$12M 0.01%
418,751
+179,449
1347
$12M 0.01%
259,354
-372
1348
$12M 0.01%
352,056
+21,258
1349
$12M 0.01%
265,911
+56,036
1350
$12M 0.01%
50,383
+13,703