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
1026
$23.5M 0.01%
366,666
-1,080
1027
$23.5M 0.01%
341,152
+1,147
1028
$23.5M 0.01%
219,451
+30,368
1029
$23.4M 0.01%
240,796
+22,192
1030
$23.2M 0.01%
455,743
+58,063
1031
$23.2M 0.01%
768,475
+27,991
1032
$23.2M 0.01%
1,081,268
-49,889
1033
$23.1M 0.01%
195,359
-31,823
1034
$23.1M 0.01%
776,529
+492,755
1035
$23M 0.01%
+225,247
1036
$23M 0.01%
820,440
+21,557
1037
$23M 0.01%
771,186
-198,100
1038
$23M 0.01%
660,681
+235,690
1039
$22.9M 0.01%
199,622
-37,169
1040
$22.8M 0.01%
1,124,081
-35,599
1041
$22.8M 0.01%
365,266
-6,754
1042
$22.7M 0.01%
709,384
+373,542
1043
$22.6M 0.01%
599,207
+188,862
1044
$22.5M 0.01%
597,358
-44,798
1045
$22.5M 0.01%
369,079
+193,022
1046
$22.5M 0.01%
558,147
+426,082
1047
$22.5M 0.01%
525,512
+33,075
1048
$22.5M 0.01%
1,085,767
+150,265
1049
$22.4M 0.01%
1,739,210
+481,110
1050
$22.4M 0.01%
504,208
-5,385