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
1801
$6.78M ﹤0.01%
192,868
+9,313
1802
$6.77M ﹤0.01%
193,691
+154,746
1803
$6.77M ﹤0.01%
332,588
-191,098
1804
$6.76M ﹤0.01%
108,510
-2,597
1805
$6.72M ﹤0.01%
298,236
+34,349
1806
$6.71M ﹤0.01%
166,308
+5,516
1807
$6.69M ﹤0.01%
160,362
+8,259
1808
$6.69M ﹤0.01%
564,891
-308
1809
$6.69M ﹤0.01%
126,962
+13,471
1810
$6.68M ﹤0.01%
479,555
-114,796
1811
$6.67M ﹤0.01%
155,473
+143,021
1812
$6.67M ﹤0.01%
151,703
-455,465
1813
$6.65M ﹤0.01%
326,120
+272,659
1814
$6.64M ﹤0.01%
108,978
-211,208
1815
$6.64M ﹤0.01%
288,481
-7,410
1816
$6.61M ﹤0.01%
362,073
+127,461
1817
$6.61M ﹤0.01%
182,500
-13,309,671
1818
$6.6M ﹤0.01%
387,808
-571,129
1819
$6.59M ﹤0.01%
378,170
-4,951
1820
$6.59M ﹤0.01%
284,767
-17,652
1821
$6.58M ﹤0.01%
99,464
+4,117
1822
$6.56M ﹤0.01%
720,997
+177,376
1823
$6.56M ﹤0.01%
109,358
-159,552
1824
$6.54M ﹤0.01%
109,287
+12,980
1825
$6.54M ﹤0.01%
8,159
-18,032