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
2451
$2.47M ﹤0.01%
166,907
+72,598
2452
$2.47M ﹤0.01%
58,399
+1,978
2453
$2.46M ﹤0.01%
87,449
-1,644
2454
$2.46M ﹤0.01%
133,069
+61,514
2455
$2.46M ﹤0.01%
94,104
+1,390
2456
$2.45M ﹤0.01%
99,076
+3,770
2457
$2.44M ﹤0.01%
316,098
+281,188
2458
$2.44M ﹤0.01%
40,083
+281
2459
$2.44M ﹤0.01%
27,082
+2,434
2460
$2.44M ﹤0.01%
+97,310
2461
$2.44M ﹤0.01%
52,510
2462
$2.43M ﹤0.01%
137,065
-26,816
2463
$2.43M ﹤0.01%
130,995
+2,569
2464
$2.42M ﹤0.01%
59,228
+14,304
2465
$2.42M ﹤0.01%
69,634
+1,121
2466
$2.42M ﹤0.01%
25,473
-14,744
2467
$2.42M ﹤0.01%
81,103
2468
$2.4M ﹤0.01%
16,305
+909
2469
$2.4M ﹤0.01%
33,918
+2,394
2470
$2.39M ﹤0.01%
128,145
-34,080
2471
$2.39M ﹤0.01%
131,741
+3,072
2472
$2.38M ﹤0.01%
122,796
+72,267
2473
$2.38M ﹤0.01%
70,429
+28,500
2474
$2.37M ﹤0.01%
45,010
2475
$2.37M ﹤0.01%
45,232
+23,752