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
$406B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,139
New
Increased
Reduced
Closed

Top Buys

1 +$646M
2 +$598M
3 +$538M
4
MO icon
Altria Group
MO
+$367M
5
SNPS icon
Synopsys
SNPS
+$300M

Top Sells

1 +$580M
2 +$488M
3 +$368M
4
TT icon
Trane Technologies
TT
+$280M
5
DBX icon
Dropbox
DBX
+$268M

Sector Composition

1 Technology 25.1%
2 Financials 11.83%
3 Industrials 8.15%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SAFT icon
2551
Safety Insurance
SAFT
$1.13B
$3.51M ﹤0.01%
44,251
+1,327
VECO icon
2552
Veeco
VECO
$1.76B
$3.49M ﹤0.01%
171,943
+37,279
WMG icon
2553
Warner Music
WMG
$14.8B
$3.49M ﹤0.01%
128,262
-332
ACCO icon
2554
Acco Brands
ACCO
$310M
$3.49M ﹤0.01%
975,447
+11,799
PWV icon
2555
Invesco Large Cap Value ETF
PWV
$1.26B
$3.49M ﹤0.01%
56,163
-1,959
JJSF icon
2556
J&J Snack Foods
JJSF
$1.79B
$3.49M ﹤0.01%
30,763
-2,927
PRLB icon
2557
Protolabs
PRLB
$1.2B
$3.48M ﹤0.01%
86,952
-11,777
BSJR icon
2558
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$673M
$3.48M ﹤0.01%
153,108
+12,420
KBWP icon
2559
Invesco KBW Property & Casualty Insurance ETF
KBWP
$412M
$3.47M ﹤0.01%
28,214
-8,775
TRST icon
2560
Trustco Bank Corp NY
TRST
$776M
$3.46M ﹤0.01%
103,525
-2,206
SHYD icon
2561
VanEck Short High Yield Muni ETF
SHYD
$376M
$3.45M ﹤0.01%
152,875
+3,655
ARGT icon
2562
Global X MSCI Argentina ETF
ARGT
$785M
$3.45M ﹤0.01%
40,723
+690
CAR icon
2563
Avis
CAR
$4.78B
$3.44M ﹤0.01%
20,355
+941
FLO icon
2564
Flowers Foods
FLO
$2.27B
$3.44M ﹤0.01%
215,040
-11,403
GRPM icon
2565
Invesco S&P MidCap 400 GARP ETF
GRPM
$501M
$3.44M ﹤0.01%
31,442
-1,005
AP icon
2566
Ampco-Pittsburgh
AP
$52.6M
$3.43M ﹤0.01%
1,159,681
+33,950
BSJP icon
2567
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$606M
$3.43M ﹤0.01%
148,735
-2,182
WABC icon
2568
Westamerica Bancorp
WABC
$1.2B
$3.43M ﹤0.01%
70,816
-1,989
STPZ icon
2569
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$436M
$3.43M ﹤0.01%
63,663
-1,391
HBI icon
2570
Hanesbrands
HBI
$2.29B
$3.42M ﹤0.01%
747,218
-6,216,574
HCI icon
2571
HCI Group
HCI
$2.3B
$3.42M ﹤0.01%
22,468
-10,038
FTC icon
2572
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.25B
$3.42M ﹤0.01%
22,650
+18,889
MDXG icon
2573
MiMedx Group
MDXG
$1.02B
$3.42M ﹤0.01%
559,058
+548,767
UPST icon
2574
Upstart Holdings
UPST
$4.37B
$3.41M ﹤0.01%
52,793
-6,336
DFIN icon
2575
Donnelley Financial Solutions
DFIN
$1.3B
$3.41M ﹤0.01%
55,315
-4,096