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
376
$103M 0.05%
757,868
-697,119
377
$102M 0.05%
1,791,006
+521,771
378
$102M 0.05%
1,768,983
+1,090,999
379
$102M 0.05%
1,637,843
+153,497
380
$102M 0.05%
1,763,731
+41,410
381
$101M 0.05%
581,021
+440,964
382
$101M 0.05%
6,918,992
-319,859
383
$101M 0.05%
2,330,079
-1,477,629
384
$101M 0.05%
294,092
+8,831
385
$100M 0.05%
1,297,082
+748,703
386
$100M 0.05%
854,417
+441,418
387
$99.7M 0.05%
1,478,510
-27,011
388
$99.3M 0.04%
2,246,970
+248,522
389
$98.1M 0.04%
645,398
+311
390
$98.1M 0.04%
847,090
+657,921
391
$97.5M 0.04%
1,891,838
-26,947
392
$96.8M 0.04%
1,189,791
-1,663,238
393
$96.7M 0.04%
4,947,448
+3,697,398
394
$96.3M 0.04%
2,620,108
-159,858
395
$96M 0.04%
278,854
+30,853
396
$95.6M 0.04%
396,523
+14,191
397
$95.2M 0.04%
1,970,763
-73,252
398
$95M 0.04%
1,124,262
+438,828
399
$95M 0.04%
33,915
+16,586
400
$94.4M 0.04%
732,290
+320,703