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
$221B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,809
New
Increased
Reduced
Closed

Top Buys

1 +$659M
2 +$534M
3 +$493M
4
PAGS icon
PagSeguro Digital
PAGS
+$491M
5
GD icon
General Dynamics
GD
+$448M

Top Sells

1 +$760M
2 +$702M
3 +$673M
4
SBUX icon
Starbucks
SBUX
+$548M
5
PEP icon
PepsiCo
PEP
+$401M

Sector Composition

1 Technology 17.49%
2 Financials 14.12%
3 Healthcare 10.8%
4 Consumer Discretionary 9.01%
5 Industrials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$1.54M ﹤0.01%
48,445
-41,755
2727
$1.54M ﹤0.01%
66,384
+5,619
2728
$1.53M ﹤0.01%
30,198
+3,358
2729
$1.53M ﹤0.01%
53,748
+30,228
2730
$1.53M ﹤0.01%
24,648
-31,769
2731
$1.53M ﹤0.01%
74,610
+57,975
2732
$1.53M ﹤0.01%
308,716
-41,698
2733
$1.52M ﹤0.01%
55,969
+4,200
2734
$1.51M ﹤0.01%
51,675
2735
$1.5M ﹤0.01%
+52,793
2736
$1.5M ﹤0.01%
132,787
-3,000
2737
$1.5M ﹤0.01%
31,700
+6,653
2738
$1.49M ﹤0.01%
61,050
+17,349
2739
$1.49M ﹤0.01%
133,966
-15,706
2740
$1.48M ﹤0.01%
27,379
+8,936
2741
$1.47M ﹤0.01%
207,552
-7,795
2742
$1.47M ﹤0.01%
88,426
+11,445
2743
$1.46M ﹤0.01%
+48,710
2744
$1.46M ﹤0.01%
102,935
+18,136
2745
$1.46M ﹤0.01%
35,814
+3,237
2746
$1.45M ﹤0.01%
27,181
-13,457
2747
$1.45M ﹤0.01%
19,633
+3,569
2748
$1.45M ﹤0.01%
29,218
+3,590
2749
$1.45M ﹤0.01%
66,217
-965
2750
$1.44M ﹤0.01%
18,115
-62,857