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
2376
$2.83M ﹤0.01%
22,662
+4,922
2377
$2.83M ﹤0.01%
+263,047
2378
$2.83M ﹤0.01%
139,851
+20,961
2379
$2.82M ﹤0.01%
198,524
+9,959
2380
$2.82M ﹤0.01%
77,192
+5,914
2381
$2.82M ﹤0.01%
106,797
+20,318
2382
$2.81M ﹤0.01%
+203,520
2383
$2.81M ﹤0.01%
146,063
+88,361
2384
$2.81M ﹤0.01%
429,255
+5,551
2385
$2.79M ﹤0.01%
289,366
+880
2386
$2.77M ﹤0.01%
105,425
-81,420
2387
$2.77M ﹤0.01%
+137,902
2388
$2.77M ﹤0.01%
50,968
+5
2389
$2.77M ﹤0.01%
154,744
+7,318
2390
$2.76M ﹤0.01%
332,903
+276,038
2391
$2.76M ﹤0.01%
43,834
+1,827
2392
$2.75M ﹤0.01%
37,728
+22,798
2393
$2.75M ﹤0.01%
132,970
+22,346
2394
$2.71M ﹤0.01%
50,776
+380
2395
$2.71M ﹤0.01%
169,500
+27,400
2396
$2.71M ﹤0.01%
184,536
+521
2397
$2.7M ﹤0.01%
129,987
-50,017
2398
$2.7M ﹤0.01%
+101,222
2399
$2.69M ﹤0.01%
32,982
+1,076
2400
$2.68M ﹤0.01%
17,471
+103