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
2426
$2.55M ﹤0.01%
87,441
+2,721
2427
$2.55M ﹤0.01%
111,696
-46,391
2428
$2.54M ﹤0.01%
101,767
-26,724
2429
$2.54M ﹤0.01%
119,925
+34,917
2430
$2.54M ﹤0.01%
70,625
-14,823
2431
$2.53M ﹤0.01%
38,217
+2,747
2432
$2.52M ﹤0.01%
+82,225
2433
$2.52M ﹤0.01%
46,580
+23,236
2434
$2.52M ﹤0.01%
216,123
-347,481
2435
$2.51M ﹤0.01%
62,290
+4,961
2436
$2.51M ﹤0.01%
98,439
-43,173
2437
$2.51M ﹤0.01%
51,659
-344,924
2438
$2.51M ﹤0.01%
117,017
-20
2439
$2.51M ﹤0.01%
58,201
+1,835
2440
$2.51M ﹤0.01%
26,459
+5,565
2441
$2.51M ﹤0.01%
+104,178
2442
$2.5M ﹤0.01%
+105,896
2443
$2.5M ﹤0.01%
36,052
-6,869
2444
$2.49M ﹤0.01%
73,946
-74,336
2445
$2.48M ﹤0.01%
250,524
+6,895
2446
$2.48M ﹤0.01%
51,233
-9,390
2447
$2.48M ﹤0.01%
118,649
+43,535
2448
$2.48M ﹤0.01%
56,044
+14,289
2449
$2.47M ﹤0.01%
58,953
+8,478
2450
$2.47M ﹤0.01%
+33,492