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
3426
$178K ﹤0.01%
2,836
-983
3427
$176K ﹤0.01%
16,379
+1,497
3428
$175K ﹤0.01%
+1,898
3429
$173K ﹤0.01%
+63,298
3430
$172K ﹤0.01%
73,912
+3,469
3431
$171K ﹤0.01%
19,469
+2,308
3432
$171K ﹤0.01%
10,575
-855
3433
$170K ﹤0.01%
40,453
+3,173
3434
$169K ﹤0.01%
16,912
-2,150
3435
$167K ﹤0.01%
1,146
-7,357
3436
$166K ﹤0.01%
5,836
+1,841
3437
$166K ﹤0.01%
19,000
-300
3438
$165K ﹤0.01%
18,765
-1,150
3439
$164K ﹤0.01%
78,220
+10
3440
$164K ﹤0.01%
+10,450
3441
$163K ﹤0.01%
15,348
-828
3442
$161K ﹤0.01%
12,823
-441
3443
$160K ﹤0.01%
13,761
+693
3444
$159K ﹤0.01%
16,934
-4,719
3445
$159K ﹤0.01%
+14,431
3446
$158K ﹤0.01%
33,028
-119,456
3447
$158K ﹤0.01%
23,450
+1,490
3448
$157K ﹤0.01%
23,610
-1,000
3449
$155K ﹤0.01%
11,593
-9,583
3450
$153K ﹤0.01%
14,214
+1,860