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
1176
$18.4M 0.01%
741,399
+255,090
1177
$18.4M 0.01%
140,840
+5,558
1178
$18.4M 0.01%
267,917
-96,287
1179
$18.4M 0.01%
141,885
+7,086
1180
$18.4M 0.01%
157,072
-17,632
1181
$18.4M 0.01%
98,747
+42,635
1182
$18.3M 0.01%
310,416
+19,066
1183
$18.3M 0.01%
936,309
-71,287
1184
$18.2M 0.01%
320,747
-28,847
1185
$18.2M 0.01%
289,132
+27,103
1186
$18.2M 0.01%
213,715
+4,062
1187
$18.1M 0.01%
167,850
+45,173
1188
$18.1M 0.01%
243,970
+11,732
1189
$18.1M 0.01%
588,428
+560,362
1190
$18M 0.01%
+303,036
1191
$18M 0.01%
389,029
+258,809
1192
$18M 0.01%
523,405
+23,847
1193
$18M 0.01%
376,732
-192,428
1194
$17.9M 0.01%
1,227,716
+627,077
1195
$17.9M 0.01%
512,961
+479,589
1196
$17.9M 0.01%
244,240
-3,174
1197
$17.9M 0.01%
208,501
-1,589
1198
$17.9M 0.01%
463,068
-44,525
1199
$17.8M 0.01%
1,449,854
-183,154
1200
$17.8M 0.01%
256,427
+15,215