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
476
$76.5M 0.03%
465,114
+20,316
477
$76.4M 0.03%
1,307,354
+260,571
478
$76M 0.03%
714,820
+488,706
479
$75.8M 0.03%
3,618,097
-25,423
480
$75.7M 0.03%
1,084,960
+9,381
481
$75.3M 0.03%
803,471
+91,911
482
$75.3M 0.03%
695,749
+271,274
483
$75M 0.03%
478,322
-62,469
484
$74.9M 0.03%
1,424,502
+943,304
485
$74.6M 0.03%
1,173,413
-128,708
486
$74.5M 0.03%
436,712
+431,705
487
$74.4M 0.03%
333,513
-120,477
488
$73.8M 0.03%
1,424,177
-45,146
489
$73.3M 0.03%
1,312,837
-343,564
490
$73.3M 0.03%
669,991
+12,906
491
$73.2M 0.03%
1,943,697
+150,943
492
$73.2M 0.03%
1,009,309
-59,937
493
$73.2M 0.03%
3,396,364
-2,278,436
494
$72.9M 0.03%
1,140,307
+890,353
495
$71.7M 0.03%
733,231
-128,805
496
$71.6M 0.03%
1,611,040
-69,729
497
$71.4M 0.03%
981,277
+706,441
498
$71.2M 0.03%
645,858
+423,752
499
$71.1M 0.03%
774,353
+7,824
500
$71.1M 0.03%
1,148,057
+369,934