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
3376
$223K ﹤0.01%
8,660
3377
$223K ﹤0.01%
16,553
+123
3378
$222K ﹤0.01%
16,626
-4,054
3379
$222K ﹤0.01%
5,701
-1,902
3380
$221K ﹤0.01%
59,410
+210
3381
$220K ﹤0.01%
+8,238
3382
$219K ﹤0.01%
13,466
-2,488
3383
$219K ﹤0.01%
5,617
+610
3384
$218K ﹤0.01%
5,466
-947
3385
$216K ﹤0.01%
+3,584
3386
$215K ﹤0.01%
61,500
-63,881
3387
$215K ﹤0.01%
41,360
-13,743
3388
$214K ﹤0.01%
54,189
+13,789
3389
$213K ﹤0.01%
4,296
+17
3390
$213K ﹤0.01%
8,100
-5,725
3391
$212K ﹤0.01%
+12,466
3392
$212K ﹤0.01%
+4,926
3393
$211K ﹤0.01%
11,146
3394
$210K ﹤0.01%
+12,942
3395
$209K ﹤0.01%
2,480
-140
3396
$209K ﹤0.01%
6,906
+879
3397
$209K ﹤0.01%
+6,709
3398
$208K ﹤0.01%
16,383
3399
$208K ﹤0.01%
+8,111
3400
$208K ﹤0.01%
+13,172