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
1776
$7.01M ﹤0.01%
679,932
-25,856
1777
$7M ﹤0.01%
58,906
-654
1778
$6.98M ﹤0.01%
523,426
-186,382
1779
$6.98M ﹤0.01%
575,506
+483,396
1780
$6.97M ﹤0.01%
600,276
+83,993
1781
$6.97M ﹤0.01%
250,025
-48,481
1782
$6.96M ﹤0.01%
129,959
+35,471
1783
$6.96M ﹤0.01%
439,042
-1,284
1784
$6.96M ﹤0.01%
357,000
+5,958
1785
$6.94M ﹤0.01%
454,395
-14,370
1786
$6.9M ﹤0.01%
704,795
+2,316
1787
$6.89M ﹤0.01%
441,254
+4,083
1788
$6.89M ﹤0.01%
119,960
-23,659
1789
$6.89M ﹤0.01%
676,706
+408,463
1790
$6.89M ﹤0.01%
573,298
+291,610
1791
$6.88M ﹤0.01%
246,508
+157,979
1792
$6.86M ﹤0.01%
101,370
-4,726
1793
$6.86M ﹤0.01%
177,879
-14,185
1794
$6.84M ﹤0.01%
233,237
-64,243
1795
$6.83M ﹤0.01%
270,619
+69,951
1796
$6.81M ﹤0.01%
322,558
+13,910
1797
$6.8M ﹤0.01%
195,944
+39,703
1798
$6.8M ﹤0.01%
89,504
-116,793
1799
$6.79M ﹤0.01%
110,388
+62,353
1800
$6.79M ﹤0.01%
195,455
+88,064