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
3501
$69K ﹤0.01%
1,125
3502
$68K ﹤0.01%
10,000
3503
$68K ﹤0.01%
11,073
+301
3504
$63K ﹤0.01%
+12
3505
$62K ﹤0.01%
+15,355
3506
$58K ﹤0.01%
2,802
+1,249
3507
$53K ﹤0.01%
4,268
-3,584
3508
$50K ﹤0.01%
11,827
+275
3509
$50K ﹤0.01%
11,791
3510
$48K ﹤0.01%
11,803
-211
3511
$48K ﹤0.01%
599
3512
$47K ﹤0.01%
18,394
-2,432
3513
$47K ﹤0.01%
+11,517
3514
$47K ﹤0.01%
2,357
+107
3515
$44K ﹤0.01%
668
-309
3516
$44K ﹤0.01%
+12
3517
$42K ﹤0.01%
524
-142
3518
$42K ﹤0.01%
+10,808
3519
$39K ﹤0.01%
17,979
-25,851
3520
$34K ﹤0.01%
817
-227
3521
$34K ﹤0.01%
1,544
+515
3522
$33K ﹤0.01%
15,972
3523
$33K ﹤0.01%
1,075
-360
3524
$31K ﹤0.01%
+23,060
3525
$29K ﹤0.01%
117
-112