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
126
$396M 0.18%
8,609,890
-807,043
127
$395M 0.18%
5,663,989
+529,775
128
$391M 0.18%
2,530,937
-68,722
129
$388M 0.18%
3,736,077
-21,522
130
$387M 0.18%
4,889,869
-1,141,886
131
$382M 0.17%
4,627,325
-1,643,696
132
$382M 0.17%
2,249,585
-87,264
133
$380M 0.17%
3,866,924
-1,186,100
134
$380M 0.17%
4,004,594
-122,664
135
$378M 0.17%
2,891,613
-673,848
136
$375M 0.17%
6,259,827
-851,797
137
$371M 0.17%
8,116,634
+1,724,001
138
$370M 0.17%
6,108,244
-2,400,905
139
$366M 0.17%
1,790,069
-108,451
140
$363M 0.16%
2,154,102
-98,666
141
$360M 0.16%
4,929,639
+1,491,156
142
$360M 0.16%
3,933,049
+3,207,125
143
$358M 0.16%
1,722,589
-154,503
144
$357M 0.16%
854,566
+285,794
145
$355M 0.16%
26,015,153
+787,710
146
$354M 0.16%
12,864,149
+3,413,037
147
$352M 0.16%
2,178,582
-178,432
148
$352M 0.16%
22,838,624
+148,171
149
$348M 0.16%
9,239,099
+1,953,348
150
$345M 0.16%
3,439,415
-1,789