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
1551
$9.5M 0.01%
201,286
+62,745
1552
$9.5M 0.01%
370,047
+115,813
1553
$9.49M 0.01%
104,498
+1,459
1554
$9.46M 0.01%
839,651
-119,930
1555
$9.45M 0.01%
289,068
-131,216
1556
$9.45M 0.01%
238,479
-2,903
1557
$9.44M 0.01%
+380,274
1558
$9.43M 0.01%
174,382
+3,801
1559
$9.41M 0.01%
1,083,655
-728,850
1560
$9.38M 0.01%
227,468
+1,832
1561
$9.36M 0.01%
238,397
-89,466
1562
$9.36M 0.01%
211,290
+123,480
1563
$9.35M 0.01%
391,668
+85,195
1564
$9.34M 0.01%
168,603
+41,447
1565
$9.34M 0.01%
150,200
-106,527
1566
$9.31M 0.01%
457,982
+67,437
1567
$9.31M 0.01%
133,281
+9,389
1568
$9.3M 0.01%
132,271
-125,550
1569
$9.29M 0.01%
565,542
-4,348,244
1570
$9.29M 0.01%
305,419
+31,641
1571
$9.29M 0.01%
329,325
+4,100
1572
$9.28M 0.01%
144,781
-96,628
1573
$9.27M 0.01%
242,269
-59,242
1574
$9.24M 0.01%
360,951
+135,713
1575
$9.23M 0.01%
+350,012