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
2001
$5.06M ﹤0.01%
35,548
+31,525
2002
$5.05M ﹤0.01%
47,781
-448,803
2003
$5.05M ﹤0.01%
425,672
+115,140
2004
$5.04M ﹤0.01%
473,259
+2,247
2005
$5.02M ﹤0.01%
84,356
-808
2006
$5.01M ﹤0.01%
443,468
+24,867
2007
$5.01M ﹤0.01%
181,780
-132,879
2008
$5.01M ﹤0.01%
89,993
-403
2009
$5M ﹤0.01%
247,579
+8,736
2010
$5M ﹤0.01%
324,750
-80,261
2011
$4.99M ﹤0.01%
198,011
+58,300
2012
$4.97M ﹤0.01%
95,405
+1,139
2013
$4.97M ﹤0.01%
206,372
+6,113
2014
$4.97M ﹤0.01%
67,437
+5,195
2015
$4.96M ﹤0.01%
102,460
+1,288
2016
$4.96M ﹤0.01%
+577,631
2017
$4.94M ﹤0.01%
149,509
-87,781
2018
$4.93M ﹤0.01%
205,685
-39,875
2019
$4.92M ﹤0.01%
253,318
+225,572
2020
$4.91M ﹤0.01%
137,228
+36,468
2021
$4.89M ﹤0.01%
71,422
-43,972
2022
$4.89M ﹤0.01%
467,468
+437,128
2023
$4.88M ﹤0.01%
112,666
+102,515
2024
$4.88M ﹤0.01%
459,714
+432,000
2025
$4.87M ﹤0.01%
126,411
-1,610