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
$435B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,166
New
Increased
Reduced
Closed

Top Buys

1 +$734M
2 +$527M
3 +$523M
4
WIX icon
WIX.com
WIX
+$463M
5
CVX icon
Chevron
CVX
+$411M

Top Sells

1 +$1.32B
2 +$849M
3 +$686M
4
AVGO icon
Broadcom
AVGO
+$591M
5
ACN icon
Accenture
ACN
+$532M

Sector Composition

1 Technology 25.79%
2 Financials 11.49%
3 Industrials 8.16%
4 Healthcare 7.38%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LYG icon
2626
Lloyds Banking Group
LYG
$78B
$3.37M ﹤0.01%
741,774
+15,240
ARLO icon
2627
Arlo Technologies
ARLO
$1.46B
$3.37M ﹤0.01%
198,627
-11,678
SEM icon
2628
Select Medical
SEM
$1.83B
$3.36M ﹤0.01%
262,024
-42,608
SMDV icon
2629
ProShares Russell 2000 Dividend Growers ETF
SMDV
$634M
$3.36M ﹤0.01%
50,484
+6,128
KNTK icon
2630
Kinetik
KNTK
$2.24B
$3.34M ﹤0.01%
+78,154
CFFN icon
2631
Capitol Federal Financial
CFFN
$931M
$3.34M ﹤0.01%
525,741
-180,431
THQ
2632
abrdn Healthcare Opportunities Fund
THQ
$789M
$3.34M ﹤0.01%
193,074
-26,657
EMHY icon
2633
iShares JPMorgan EM High Yield Bond ETF
EMHY
$529M
$3.34M ﹤0.01%
84,065
-30,598
ENOV icon
2634
Enovis
ENOV
$1.51B
$3.3M ﹤0.01%
108,822
-6,868
PUK icon
2635
Prudential
PUK
$39.7B
$3.3M ﹤0.01%
117,862
+928
HYEM icon
2636
VanEck Emerging Markets High Yield Bond ETF
HYEM
$438M
$3.3M ﹤0.01%
164,925
+5,370
FPF
2637
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.13B
$3.29M ﹤0.01%
149,820
-26,103
VYX icon
2638
NCR Voyix
VYX
$1.43B
$3.28M ﹤0.01%
261,363
-21,191
PHB icon
2639
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$377M
$3.28M ﹤0.01%
176,457
+7,834
MGNI icon
2640
Magnite
MGNI
$2.33B
$3.28M ﹤0.01%
150,495
+44,231
TMP icon
2641
Tompkins Financial
TMP
$1.08B
$3.27M ﹤0.01%
49,367
-10,322
HTFL
2642
Heartflow Inc
HTFL
$2.53B
$3.26M ﹤0.01%
+96,821
LEG icon
2643
Leggett & Platt
LEG
$1.48B
$3.26M ﹤0.01%
366,784
-82,917
OUST icon
2644
Ouster
OUST
$1.33B
$3.26M ﹤0.01%
120,434
+26,679
IYT icon
2645
iShares US Transportation ETF
IYT
$932M
$3.25M ﹤0.01%
45,279
-2,176
HQL
2646
abrdn Life Sciences Investors
HQL
$504M
$3.25M ﹤0.01%
209,681
+41,255
ESPO icon
2647
VanEck Video Gaming and eSports ETF
ESPO
$375M
$3.25M ﹤0.01%
26,817
-1,103
VAC icon
2648
Marriott Vacations Worldwide
VAC
$2.01B
$3.25M ﹤0.01%
48,760
-16,485
EZPW icon
2649
Ezcorp Inc
EZPW
$1.23B
$3.25M ﹤0.01%
170,436
+3,789
WIP icon
2650
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$351M
$3.24M ﹤0.01%
82,684
+9,861