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
2101
$4.28M ﹤0.01%
362,160
+23,809
2102
$4.28M ﹤0.01%
180,549
+147,736
2103
$4.28M ﹤0.01%
100,568
+1,019
2104
$4.27M ﹤0.01%
110,161
-75,569
2105
$4.27M ﹤0.01%
50,796
+36,642
2106
$4.26M ﹤0.01%
264,449
-19,860
2107
$4.25M ﹤0.01%
252,901
+887
2108
$4.25M ﹤0.01%
284,753
-24,724
2109
$4.24M ﹤0.01%
38,463
-16,754,763
2110
$4.23M ﹤0.01%
164,768
+91,065
2111
$4.23M ﹤0.01%
199,563
+70,742
2112
$4.21M ﹤0.01%
148,495
+35,120
2113
$4.2M ﹤0.01%
67,421
+1,814
2114
$4.19M ﹤0.01%
451,656
-26,444
2115
$4.18M ﹤0.01%
370,410
+231,873
2116
$4.18M ﹤0.01%
216,856
-2,622
2117
$4.17M ﹤0.01%
54,953
-354
2118
$4.17M ﹤0.01%
76,656
-255,845
2119
$4.16M ﹤0.01%
53,025
+22,670
2120
$4.16M ﹤0.01%
486,870
-80,287
2121
$4.15M ﹤0.01%
84,325
+8,620
2122
$4.14M ﹤0.01%
+195,440
2123
$4.13M ﹤0.01%
66,637
+3,277
2124
$4.13M ﹤0.01%
87,717
+14,519
2125
$4.13M ﹤0.01%
161,246
+34,520