Ameriprise Financial Inc.
Ameriprise Financial, Inc. is a leading diversified financial services and investment management firm headquartered in Minneapolis, Minnesota, United States. Founded in 1894 by John Tappan (originally as Investors Syndicate), Ameriprise has evolved through mergers to become a top 30 global asset manager with approximately 10,000 financial advisors and over 2 million clients. The firm specializes in financial planning, asset management, retirement, insurance, and wealth management for both individuals and institutions. As of 2025, Ameriprise manages over $1.4 trillion in assets and is recognized for its innovation, nationwide network, and 130+ years of industry experience. The company is publicly traded and employs approximately 13,000 people globally.
Investment Strategy
Ameriprise Financial follows a goal-based, client-centric approach with holistic financial planning, personalized portfolio design, and an emphasis on long-term risk-adjusted returns. The firm's strategy incorporates both active and passive solutions, diversified portfolios, and regular portfolio review and rebalancing. Advisors assess clients’ goals and risk tolerance, design tax-efficient portfolios, and adjust investments as market conditions and client needs evolve. Ameriprise leverages proprietary products and third-party solutions, aiming to empower clients to achieve their financial objectives in both the short and long term.
Top Holdings
Equity Positions (3,788)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.23% | $17.16B | 34,478,684 | $79.78 | $497.41 | +$4.17B |
N NVDA | NVIDIA CORP | 3.86% | $15.65B | 99,050,772 | $14.95 | $157.99 | +$5.28B |
A AAPL | APPLE INC | 2.26% | $9.16B | 44,661,469 | $55.87 | $205.17 | -$912.5M |
A AMZN | AMAZON.COM INC | 2.00% | $8.11B | 36,981,768 | $61.73 | $219.39 | +$1.01B |
A AVGO | BROADCOM INC | 1.84% | $7.45B | 26,990,925 | $36.98 | $275.65 | +$3.07B |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
B BE | BLOOM ENERGY CORP- A | Bought | Call | $36.5M | 15,269 | $23.92 | $23.92 | +15,269 | +$36.5M |
G GOOGL | ALPHABET INC-CL A | New | Call | $29.5M | 1,676 | $176.23 | $176.23 | +1,676 | +$29.5M |
I IWM | ISHARES RUSSELL 2000 ETF | Bought | Put | $17.4M | 805 | $215.79 | $208.66 | +453 | +$10.3M |
A ANET | ARISTA NETWORKS INC | Bought | Call | $15.9M | 1,550 | $102.31 | $88.16 | +667 | +$9.0M |
C CSCO | CISCO SYSTEMS INC | New | Call | $13.1M | 1,886 | $69.38 | $69.38 | +1,886 | +$13.1M |