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
2351
$2.91M ﹤0.01%
591,740
+549,404
2352
$2.9M ﹤0.01%
54,902
+8,653
2353
$2.89M ﹤0.01%
117,284
+3,135
2354
$2.89M ﹤0.01%
53,318
+3,646
2355
$2.89M ﹤0.01%
60,775
+46,015
2356
$2.89M ﹤0.01%
12,021
+3,112
2357
$2.88M ﹤0.01%
116,281
+101,901
2358
$2.88M ﹤0.01%
70,798
+44,870
2359
$2.88M ﹤0.01%
104,874
+11,136
2360
$2.88M ﹤0.01%
66,818
+48,383
2361
$2.87M ﹤0.01%
56,040
+1,145
2362
$2.87M ﹤0.01%
113,577
+75,815
2363
$2.87M ﹤0.01%
227,007
-135,070
2364
$2.87M ﹤0.01%
53,374
+29,158
2365
$2.87M ﹤0.01%
102,137
+39,210
2366
$2.87M ﹤0.01%
31,548
-15,055
2367
$2.86M ﹤0.01%
113,481
-219,235
2368
$2.86M ﹤0.01%
52,742
+1,984
2369
$2.86M ﹤0.01%
121,614
+3,013
2370
$2.85M ﹤0.01%
121,619
-6,301
2371
$2.85M ﹤0.01%
114,827
+500
2372
$2.85M ﹤0.01%
55,732
2373
$2.84M ﹤0.01%
68,346
-5,548
2374
$2.84M ﹤0.01%
50,287
+35,295
2375
$2.84M ﹤0.01%
53,136
+3,483