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
2276
$3.23M ﹤0.01%
+111,550
2277
$3.23M ﹤0.01%
167,989
+3,471
2278
$3.23M ﹤0.01%
67,935
+90
2279
$3.23M ﹤0.01%
58,812
+528
2280
$3.23M ﹤0.01%
89,985
+40,701
2281
$3.23M ﹤0.01%
65,529
+529
2282
$3.21M ﹤0.01%
130,509
+1,831
2283
$3.21M ﹤0.01%
74,331
+17,689
2284
$3.21M ﹤0.01%
12,892
+10,313
2285
$3.21M ﹤0.01%
64,443
-27
2286
$3.2M ﹤0.01%
45,395
+1,677
2287
$3.2M ﹤0.01%
2,432
-4,155
2288
$3.19M ﹤0.01%
53,058
-485
2289
$3.19M ﹤0.01%
89,802
+2,159
2290
$3.19M ﹤0.01%
165,190
+3,859
2291
$3.19M ﹤0.01%
160,472
-74,852
2292
$3.18M ﹤0.01%
+1,708,646
2293
$3.17M ﹤0.01%
214,250
+72,500
2294
$3.17M ﹤0.01%
106,655
+22,726
2295
$3.17M ﹤0.01%
171,615
+10,762
2296
$3.16M ﹤0.01%
57,419
+25,291
2297
$3.16M ﹤0.01%
143,045
+96,886
2298
$3.15M ﹤0.01%
123,241
+101,041
2299
$3.14M ﹤0.01%
353,310
+37,960
2300
$3.14M ﹤0.01%
60,554
-3,842