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
1726
$7.45M ﹤0.01%
338,995
+265,301
1727
$7.43M ﹤0.01%
851,089
+13,491
1728
$7.42M ﹤0.01%
55,461
+5
1729
$7.42M ﹤0.01%
343,243
-20,664
1730
$7.42M ﹤0.01%
305,865
-182,304
1731
$7.41M ﹤0.01%
312,953
+27,131
1732
$7.39M ﹤0.01%
321,129
-10,807
1733
$7.37M ﹤0.01%
99,272
+45,414
1734
$7.36M ﹤0.01%
103,470
+28,260
1735
$7.35M ﹤0.01%
451,454
-20,700
1736
$7.35M ﹤0.01%
429,149
-96,096
1737
$7.34M ﹤0.01%
125,981
+53,042
1738
$7.33M ﹤0.01%
3,850,599
+1,779,541
1739
$7.33M ﹤0.01%
268,144
-12,794
1740
$7.33M ﹤0.01%
200,486
-14,712
1741
$7.33M ﹤0.01%
281,490
-964
1742
$7.31M ﹤0.01%
79,451
+4,738
1743
$7.31M ﹤0.01%
295,384
+3,096
1744
$7.3M ﹤0.01%
279,786
-19,240
1745
$7.29M ﹤0.01%
261,936
-547,136
1746
$7.27M ﹤0.01%
289,864
-49,556
1747
$7.24M ﹤0.01%
198,615
-623
1748
$7.23M ﹤0.01%
761,535
-64,107
1749
$7.22M ﹤0.01%
656,029
+317,665
1750
$7.22M ﹤0.01%
298,245
+18,370