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
2901
$1.02M ﹤0.01%
+102,304
2902
$1.01M ﹤0.01%
34,250
+223
2903
$1.01M ﹤0.01%
36,489
+1,495
2904
$1.01M ﹤0.01%
65,445
-8,409
2905
$1M ﹤0.01%
14,610
+1,594
2906
$1M ﹤0.01%
27,972
-35,864
2907
$993K ﹤0.01%
61,981
+48,446
2908
$991K ﹤0.01%
317,589
+7,870
2909
$987K ﹤0.01%
55,675
-5,457
2910
$983K ﹤0.01%
14,425
-16,817
2911
$979K ﹤0.01%
22,920
-10,478
2912
$978K ﹤0.01%
98,321
+12,072
2913
$977K ﹤0.01%
28,381
+3,815
2914
$974K ﹤0.01%
147,144
+119,272
2915
$973K ﹤0.01%
102,753
-2,248
2916
$968K ﹤0.01%
18,908
-515
2917
$968K ﹤0.01%
304,320
-656,817
2918
$967K ﹤0.01%
+35,912
2919
$963K ﹤0.01%
8,701
+2,564
2920
$962K ﹤0.01%
59,973
-10,481
2921
$961K ﹤0.01%
+19,700
2922
$950K ﹤0.01%
97,441
2923
$948K ﹤0.01%
28,650
-1,853
2924
$948K ﹤0.01%
322,473
-57,449
2925
$943K ﹤0.01%
+23,516