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
1376
$11.6M 0.01%
1,118,300
+14,888
1377
$11.6M 0.01%
320,939
+131,033
1378
$11.6M 0.01%
252,865
-34,406
1379
$11.6M 0.01%
759,066
+156,184
1380
$11.6M 0.01%
394,897
-9,439
1381
$11.6M 0.01%
369,578
-132,743
1382
$11.6M 0.01%
552,845
+539,870
1383
$11.6M 0.01%
172,156
+15,983
1384
$11.5M 0.01%
167,084
-15,522
1385
$11.5M 0.01%
214,366
+928
1386
$11.5M 0.01%
112,497
+62,197
1387
$11.5M 0.01%
1,116,638
-2,120
1388
$11.5M 0.01%
1,019,784
-382,767
1389
$11.5M 0.01%
294,108
+1,301
1390
$11.5M 0.01%
493,526
+13,598
1391
$11.5M 0.01%
412,614
+80,199
1392
$11.5M 0.01%
232,261
+9,402
1393
$11.5M 0.01%
318,649
+87,550
1394
$11.5M 0.01%
216,564
-49,975
1395
$11.4M 0.01%
565,927
-575,701
1396
$11.4M 0.01%
414,816
+7,363
1397
$11.4M 0.01%
337,505
+137,184
1398
$11.4M 0.01%
572,758
+8,210
1399
$11.4M 0.01%
787,739
+73,814
1400
$11.4M 0.01%
2,312,891
+106,326