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
OIS icon
2651
Oil States International
OIS
$411M
$3.24M ﹤0.01%
534,663
-12,528
STBA icon
2652
S&T Bancorp
STBA
$1.57B
$3.23M ﹤0.01%
85,819
-3,812
INMD icon
2653
InMode
INMD
$912M
$3.22M ﹤0.01%
216,346
-43,418
MZTI
2654
The Marzetti Company
MZTI
$4.51B
$3.22M ﹤0.01%
18,613
+420
HAIN icon
2655
Hain Celestial
HAIN
$103M
$3.21M ﹤0.01%
2,033,304
-14,000
PSKY
2656
Paramount Skydance Corp
PSKY
$15B
$3.19M ﹤0.01%
+168,391
IBUY icon
2657
Amplify Online Retail ETF
IBUY
$147M
$3.19M ﹤0.01%
41,833
+6,947
TGLS icon
2658
Tecnoglass
TGLS
$2.39B
$3.18M ﹤0.01%
47,562
+15,453
TNET icon
2659
TriNet
TNET
$2.77B
$3.17M ﹤0.01%
47,395
+18,710
RODM icon
2660
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.31B
$3.17M ﹤0.01%
89,170
-14,123
JQC icon
2661
Nuveen Credit Strategies Income Fund
JQC
$741M
$3.17M ﹤0.01%
600,865
+48,555
NHI icon
2662
National Health Investors
NHI
$3.66B
$3.16M ﹤0.01%
39,782
-351
UVE icon
2663
Universal Insurance Holdings
UVE
$979M
$3.16M ﹤0.01%
120,276
-29,112
JMEE icon
2664
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.14B
$3.16M ﹤0.01%
49,819
-6,529
LNN icon
2665
Lindsay Corp
LNN
$1.25B
$3.16M ﹤0.01%
22,452
-26,258
GSL icon
2666
Global Ship Lease
GSL
$1.24B
$3.13M ﹤0.01%
102,099
-9,850
UPLD icon
2667
Upland Software
UPLD
$43.3M
$3.13M ﹤0.01%
1,320,696
+128,200
MOO icon
2668
VanEck Agribusiness ETF
MOO
$576M
$3.12M ﹤0.01%
42,539
+2,141
JBGS
2669
JBG SMITH
JBGS
$997M
$3.11M ﹤0.01%
139,790
-27,864
BBVA icon
2670
Banco Bilbao Vizcaya Argentaria
BBVA
$132B
$3.11M ﹤0.01%
161,550
-1,599
GDE icon
2671
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$527M
$3.11M ﹤0.01%
+54,154
AFB
2672
AllianceBernstein National Municipal Income Fund
AFB
$308M
$3.11M ﹤0.01%
286,422
+226,131
MYPS icon
2673
PLAYSTUDIOS Inc
MYPS
$80.3M
$3.11M ﹤0.01%
3,226,853
-115,495
EBC icon
2674
Eastern Bankshares
EBC
$4.24B
$3.09M ﹤0.01%
170,360
-13,096
BTX
2675
BlackRock Technology and Private Equity Term Trust
BTX
$783M
$3.09M ﹤0.01%
461,378
+6,465