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
1451
$10.8M 0.01%
200,889
+72,499
1452
$10.8M 0.01%
195,971
+116,147
1453
$10.8M 0.01%
590,894
+244,569
1454
$10.7M 0.01%
186,239
-14,976
1455
$10.7M 0.01%
180,720
-53,454
1456
$10.7M 0.01%
155,788
-37,175
1457
$10.7M 0.01%
713,049
-361,170
1458
$10.7M 0.01%
286,984
+5,466
1459
$10.7M 0.01%
462,573
+37,546
1460
$10.7M 0.01%
198,100
+13,300
1461
$10.7M 0.01%
325,584
-116,170
1462
$10.6M 0.01%
251,416
+25,223
1463
$10.6M 0.01%
128,111
+14,721
1464
$10.6M 0.01%
401,840
+9,070
1465
$10.6M 0.01%
300,810
+22,067
1466
$10.6M 0.01%
198,100
+12,600
1467
$10.6M 0.01%
553,568
-24,280
1468
$10.6M 0.01%
423,800
+7,498
1469
$10.6M 0.01%
387,051
-21,654
1470
$10.6M 0.01%
1,072,407
-25,525
1471
$10.6M 0.01%
609,222
+10,168
1472
$10.5M 0.01%
1,176,670
-339,825
1473
$10.5M 0.01%
357,314
+7,969
1474
$10.5M 0.01%
239,936
+45,960
1475
$10.5M 0.01%
461,274
+160,784