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
2251
$4.12M ﹤0.01%
72,850
-5
2252
$4.11M ﹤0.01%
48,798
+914
2253
$4.1M ﹤0.01%
98,400
+5,360
2254
$4.09M ﹤0.01%
58,131
-2,022
2255
$4.08M ﹤0.01%
261,440
+16,179
2256
$4.08M ﹤0.01%
185,408
+300
2257
$4.08M ﹤0.01%
117,244
+100,344
2258
$4.07M ﹤0.01%
+283,891
2259
$4.07M ﹤0.01%
183,987
+27,729
2260
$4.07M ﹤0.01%
602,232
-29,035
2261
$4.06M ﹤0.01%
486,084
-79,680
2262
$4.06M ﹤0.01%
442,045
+17,784
2263
$4.06M ﹤0.01%
972,543
+20,467
2264
$4.05M ﹤0.01%
79,439
+665
2265
$4.05M ﹤0.01%
234,073
+1,000
2266
$4.04M ﹤0.01%
136,770
+37,320
2267
$4.04M ﹤0.01%
462,158
+4,323
2268
$4.03M ﹤0.01%
199,795
+17,660
2269
$4.02M ﹤0.01%
134,568
+40,416
2270
$4.01M ﹤0.01%
192,467
-13,863
2271
$4.01M ﹤0.01%
207,392
-59,718
2272
$4.01M ﹤0.01%
78,091
+491
2273
$4.01M ﹤0.01%
87,845
+48,889
2274
$4M ﹤0.01%
91,259
+16,059
2275
$4M ﹤0.01%
79,371
+597