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
2301
$3.13M ﹤0.01%
160,186
+151,900
2302
$3.13M ﹤0.01%
51,822
+6,734
2303
$3.12M ﹤0.01%
86,270
+16,055
2304
$3.12M ﹤0.01%
173,428
+112,218
2305
$3.12M ﹤0.01%
180,805
+4,114
2306
$3.12M ﹤0.01%
162,628
+6,661
2307
$3.12M ﹤0.01%
195,914
-2,710
2308
$3.12M ﹤0.01%
124,505
+4,954
2309
$3.12M ﹤0.01%
91,635
+26,847
2310
$3.12M ﹤0.01%
61,854
+19,097
2311
$3.11M ﹤0.01%
26,834
+4,620
2312
$3.11M ﹤0.01%
125,638
+44,977
2313
$3.11M ﹤0.01%
58,849
-62
2314
$3.11M ﹤0.01%
314,774
+303,218
2315
$3.11M ﹤0.01%
137,595
+4,499
2316
$3.1M ﹤0.01%
46,196
-815
2317
$3.1M ﹤0.01%
104,126
+18,383
2318
$3.09M ﹤0.01%
115,536
+65,330
2319
$3.08M ﹤0.01%
148,795
+22,842
2320
$3.08M ﹤0.01%
127,743
+108,062
2321
$3.07M ﹤0.01%
115,110
-6,720
2322
$3.07M ﹤0.01%
53,347
-79,158
2323
$3.07M ﹤0.01%
57,101
-482
2324
$3.06M ﹤0.01%
51,233
+32,862
2325
$3.06M ﹤0.01%
59,410