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
1226
$17.2M 0.01%
208,612
+28,330
1227
$17.2M 0.01%
1,054,602
-63,426
1228
$17.2M 0.01%
523,122
+18,394
1229
$17.1M 0.01%
344,747
+228,253
1230
$17M 0.01%
477,858
-14,827
1231
$17M 0.01%
516,781
+43,826
1232
$17M 0.01%
383,274
+24,912
1233
$16.9M 0.01%
193,867
-103,933
1234
$16.9M 0.01%
335,369
+8,102
1235
$16.8M 0.01%
1,288,092
-191,154
1236
$16.8M 0.01%
503,668
+122,389
1237
$16.8M 0.01%
563,472
-10,973
1238
$16.8M 0.01%
322,488
+25,273
1239
$16.8M 0.01%
251,547
-21,498
1240
$16.8M 0.01%
401,384
+17,018
1241
$16.8M 0.01%
84,374
+11,607
1242
$16.7M 0.01%
1,708,085
+27,780
1243
$16.7M 0.01%
252,156
-619
1244
$16.7M 0.01%
323,918
-22,570
1245
$16.7M 0.01%
174,911
+5,910
1246
$16.7M 0.01%
567,646
+96,598
1247
$16.6M 0.01%
280,926
-58,347
1248
$16.6M 0.01%
598,923
-10,676
1249
$16.6M 0.01%
275,254
+1,085
1250
$16.6M 0.01%
773,814
-273,607