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
3051
$679K ﹤0.01%
13,343
-907
3052
$678K ﹤0.01%
21,320
-2
3053
$675K ﹤0.01%
421,681
-114,110
3054
$668K ﹤0.01%
5,047
-6,120
3055
$667K ﹤0.01%
9,642
+1,681
3056
$665K ﹤0.01%
50,313
-2,622
3057
$664K ﹤0.01%
21,780
+2,783
3058
$661K ﹤0.01%
11,786
+251
3059
$659K ﹤0.01%
19,355
-36,524
3060
$658K ﹤0.01%
50,607
+12,229
3061
$657K ﹤0.01%
24,577
-1,183
3062
$657K ﹤0.01%
20,987
-153,779
3063
$654K ﹤0.01%
9,342
+82
3064
$653K ﹤0.01%
14,719
+13,875
3065
$652K ﹤0.01%
+6,538
3066
$650K ﹤0.01%
51,285
-296
3067
$650K ﹤0.01%
16,342
-166,188
3068
$647K ﹤0.01%
+18,686
3069
$645K ﹤0.01%
9,605
3070
$643K ﹤0.01%
18,380
+2,335
3071
$642K ﹤0.01%
+23,161
3072
$641K ﹤0.01%
31,277
-322
3073
$640K ﹤0.01%
52,352
+4,194
3074
$640K ﹤0.01%
+33,945
3075
$639K ﹤0.01%
12,227