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
1526
$9.83M 0.01%
307,348
+178,122
1527
$9.82M 0.01%
258,784
+8,610
1528
$9.79M 0.01%
+526,074
1529
$9.76M 0.01%
145,959
+7,630
1530
$9.75M 0.01%
+900,425
1531
$9.74M 0.01%
388,661
+21,276
1532
$9.72M 0.01%
1,406,270
+586,760
1533
$9.72M 0.01%
936,596
-656
1534
$9.68M 0.01%
341,488
+75,170
1535
$9.67M 0.01%
91,113
+31,255
1536
$9.66M 0.01%
2,201,227
-290,593
1537
$9.66M 0.01%
239,876
-248,434
1538
$9.66M 0.01%
128,389
+24,784
1539
$9.64M 0.01%
593,024
+24,756
1540
$9.62M 0.01%
515,203
+19,813
1541
$9.62M 0.01%
146,325
-80,300
1542
$9.6M 0.01%
68,871
+13,078
1543
$9.59M 0.01%
94,540
-13,630
1544
$9.58M 0.01%
733,232
+170,190
1545
$9.56M 0.01%
150,669
+33,017
1546
$9.54M 0.01%
13,344
-234
1547
$9.53M 0.01%
240,598
-149,111
1548
$9.52M 0.01%
416,366
-68,809
1549
$9.52M 0.01%
675,048
-148,393
1550
$9.51M 0.01%
404,103
+9,052