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
1426
$11M 0.01%
186,950
+76,646
1427
$11M 0.01%
276,495
-56,411
1428
$11M 0.01%
187,337
+2,141
1429
$11M 0.01%
178,894
+3,442
1430
$11M 0.01%
348,589
-36,168
1431
$11M 0.01%
170,669
-8,400
1432
$11M 0.01%
159,446
-2,318
1433
$11M 0.01%
267,248
+18,347
1434
$11M 0.01%
662,486
+13,481
1435
$11M 0.01%
114,647
+49,964
1436
$11M 0.01%
+593,480
1437
$11M 0.01%
240,818
+75,520
1438
$11M 0.01%
151,054
-5,539
1439
$11M 0.01%
192,238
+16,658
1440
$10.9M 0.01%
406,271
+372,186
1441
$10.9M 0.01%
203,094
+7,884
1442
$10.9M 0.01%
168,992
+18,716
1443
$10.9M 0.01%
223,471
+3,625
1444
$10.9M 0.01%
244,238
-831
1445
$10.8M 0.01%
228,724
+5,410
1446
$10.8M 0.01%
156,468
-190,816
1447
$10.8M 0.01%
409,589
-14,354
1448
$10.8M 0.01%
452,090
-130,877
1449
$10.8M 0.01%
148,093
+1,300
1450
$10.8M 0.01%
124,891
-108,358