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
2101
$5.19M ﹤0.01%
89,685
-1,898
2102
$5.17M ﹤0.01%
626,617
+261,296
2103
$5.16M ﹤0.01%
109,688
-3,914
2104
$5.15M ﹤0.01%
273,196
+1,341
2105
$5.15M ﹤0.01%
140,690
-180,643
2106
$5.14M ﹤0.01%
354,813
+28,503
2107
$5.14M ﹤0.01%
66,283
-49,158
2108
$5.12M ﹤0.01%
136,351
-4,407
2109
$5.12M ﹤0.01%
205,726
-52,253
2110
$5.11M ﹤0.01%
328,471
-68,929
2111
$5.1M ﹤0.01%
33,517
-152
2112
$5.1M ﹤0.01%
272,765
+4,592
2113
$5.09M ﹤0.01%
134,794
+34,826
2114
$5.09M ﹤0.01%
1,371,736
+56,390
2115
$5.09M ﹤0.01%
139,697
+92,301
2116
$5.09M ﹤0.01%
1,612,536
-270,268
2117
$5.09M ﹤0.01%
916,376
+251,866
2118
$5.08M ﹤0.01%
785,400
+223,050
2119
$5.07M ﹤0.01%
489,015
-18,036
2120
$5.07M ﹤0.01%
213,816
+91,723
2121
$5.07M ﹤0.01%
104,060
-330
2122
$5.07M ﹤0.01%
228,044
+182,418
2123
$5.06M ﹤0.01%
53,588
-11,563
2124
$5.06M ﹤0.01%
111,156
+2,905
2125
$5.05M ﹤0.01%
128,664
-356