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
1951
$5.42M ﹤0.01%
436,366
-158,210
1952
$5.41M ﹤0.01%
180,376
-81,302
1953
$5.4M ﹤0.01%
171,011
-1,295,609
1954
$5.38M ﹤0.01%
258,954
+11,063
1955
$5.38M ﹤0.01%
1,446,061
-534
1956
$5.38M ﹤0.01%
73,264
-1,012
1957
$5.37M ﹤0.01%
252,967
+90,364
1958
$5.36M ﹤0.01%
108,308
-25,279
1959
$5.36M ﹤0.01%
161,100
+50,372
1960
$5.36M ﹤0.01%
78,444
+69,170
1961
$5.36M ﹤0.01%
292,274
-45,655
1962
$5.36M ﹤0.01%
132,468
+1,874
1963
$5.34M ﹤0.01%
215,221
+29,489
1964
$5.33M ﹤0.01%
216,821
-2,976
1965
$5.33M ﹤0.01%
127,642
+22,580
1966
$5.33M ﹤0.01%
139,654
-2,563
1967
$5.32M ﹤0.01%
353,260
+61,451
1968
$5.3M ﹤0.01%
97,006
+11,060
1969
$5.3M ﹤0.01%
295,255
+7,890
1970
$5.3M ﹤0.01%
554,595
-11,429
1971
$5.29M ﹤0.01%
59,447
+25,005
1972
$5.28M ﹤0.01%
77,307
-1,620
1973
$5.27M ﹤0.01%
510,083
-759,608
1974
$5.26M ﹤0.01%
133,289
-891,723
1975
$5.25M ﹤0.01%
183,560
+60,210