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
2076
$4.48M ﹤0.01%
623,558
+220
2077
$4.48M ﹤0.01%
149,486
-9,008
2078
$4.47M ﹤0.01%
123,819
+46,639
2079
$4.46M ﹤0.01%
315,024
-37,659
2080
$4.46M ﹤0.01%
143,376
-5,889
2081
$4.44M ﹤0.01%
139,910
+3,130
2082
$4.44M ﹤0.01%
325,100
+3,677
2083
$4.43M ﹤0.01%
131,978
-31,931
2084
$4.41M ﹤0.01%
80,956
-8,808
2085
$4.4M ﹤0.01%
214,150
-24,561
2086
$4.39M ﹤0.01%
45,175
+33,116
2087
$4.37M ﹤0.01%
92,795
+20,812
2088
$4.37M ﹤0.01%
35,442
+1,447
2089
$4.36M ﹤0.01%
360,181
+565
2090
$4.35M ﹤0.01%
90,484
+18,667
2091
$4.33M ﹤0.01%
433,034
-345,761
2092
$4.32M ﹤0.01%
435,447
+154,090
2093
$4.32M ﹤0.01%
152,577
-48,437
2094
$4.32M ﹤0.01%
232,862
+4,814
2095
$4.31M ﹤0.01%
553,473
+110,416
2096
$4.3M ﹤0.01%
+565,328
2097
$4.3M ﹤0.01%
134,426
+57,840
2098
$4.29M ﹤0.01%
149,951
+66,746
2099
$4.29M ﹤0.01%
151,968
-542,035
2100
$4.29M ﹤0.01%
89,766
+44,096