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
1826
$6.54M ﹤0.01%
1,356,025
+828,617
1827
$6.52M ﹤0.01%
50,744
+33,335
1828
$6.51M ﹤0.01%
283,905
1829
$6.5M ﹤0.01%
196,491
-157,810
1830
$6.48M ﹤0.01%
126,638
+168
1831
$6.47M ﹤0.01%
+122,783
1832
$6.46M ﹤0.01%
453,204
-62,093
1833
$6.45M ﹤0.01%
51,608
-1,498
1834
$6.44M ﹤0.01%
283,184
+5,538
1835
$6.42M ﹤0.01%
243,791
-16,668
1836
$6.42M ﹤0.01%
345,789
+5,356
1837
$6.41M ﹤0.01%
199,169
+111,269
1838
$6.4M ﹤0.01%
445,688
+48,232
1839
$6.4M ﹤0.01%
473,368
+99,630
1840
$6.38M ﹤0.01%
820,625
-32,663
1841
$6.38M ﹤0.01%
223,769
+47,248
1842
$6.35M ﹤0.01%
159,742
+2,637
1843
$6.34M ﹤0.01%
322,553
+132,481
1844
$6.33M ﹤0.01%
142,135
+3,416
1845
$6.32M ﹤0.01%
341,476
+231,221
1846
$6.31M ﹤0.01%
129,602
-3,747
1847
$6.27M ﹤0.01%
337,902
-22,430
1848
$6.26M ﹤0.01%
249,405
+14,000
1849
$6.26M ﹤0.01%
303,920
-47,348
1850
$6.25M ﹤0.01%
137,179
+1,510