Ameriprise Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Applied Materials
AMAT
|
+$650M |
| 2 |
Apple
AAPL
|
+$468M |
| 3 |
Marvell Technology
MRVL
|
+$458M |
| 4 |
Chevron
CVX
|
+$410M |
| 5 |
WIX.com
WIX
|
+$392M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$836M |
| 2 |
Bloom Energy
BE
|
+$727M |
| 3 |
Accenture
ACN
|
+$563M |
| 4 |
Broadcom
AVGO
|
+$549M |
| 5 |
Lam Research
LRCX
|
+$543M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.76% |
| 2 | Financials | 11.48% |
| 3 | Industrials | 8.17% |
| 4 | Healthcare | 7.37% |
| 5 | Consumer Discretionary | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2676
Oil States International
OIS
$489M
| $3.24M | ﹤0.01% |
534,663
-12,528
| -2% | -$68.7K |
|
2677
S&T Bancorp
STBA
$1.84B
| $3.23M | ﹤0.01% |
85,819
-3,812
| -4% | -$146K |
|
2678
InMode
INMD
$870M
| $3.22M | ﹤0.01% |
216,346
-43,418
| -17% | -$635K |
|
|
MZTI
2679
The Marzetti Company
MZTI
$2.93B
| $3.22M | ﹤0.01% |
18,613
+420
| +2% | +$75.3K |
|
2680
Hain Celestial
HAIN
$45M
| $3.21M | ﹤0.01% |
2,033,304
-14,000
| -0.7% | -$23.9K |
|
|
PSKY
2681
Paramount Skydance Corp
PSKY
$8.91B
| $3.19M | ﹤0.01% |
+168,391
| New | +$2.66M |
|
2682
Amplify Online Retail ETF
IBUY
$111M
| $3.19M | ﹤0.01% |
41,833
+6,947
| +20% | +$508K |
|
2683
Tecnoglass Holdings Inc.
TGLS
$1.93B
| $3.18M | ﹤0.01% |
47,562
+15,453
| +48% | +$1.14M |
|
2684
TriNet
TNET
$3.02B
| $3.17M | ﹤0.01% |
47,395
+18,710
| +65% | +$1.27M |
|
2685
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.62B
| $3.17M | ﹤0.01% |
89,170
-14,123
| -14% | -$492K |
|
2686
Nuveen Credit Strategies Income Fund
JQC
$704M
| $3.17M | ﹤0.01% |
600,865
+48,555
| +9% | +$265K |
|
2687
National Health Investors
NHI
$3.72B
| $3.16M | ﹤0.01% |
39,782
-351
| -0.9% | -$26.3K |
|
2688
Universal Insurance Holdings
UVE
$1.22B
| $3.16M | ﹤0.01% |
120,276
-29,112
| -19% | -$718K |
|
2689
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.85B
| $3.16M | ﹤0.01% |
49,819
-6,529
| -12% | -$403K |
|
2690
Lindsay Corp
LNN
$1.13B
| $3.16M | ﹤0.01% |
22,452
-26,258
| -54% | -$3.65M |
|
2691
Global Ship Lease
GSL
$1.6B
| $3.13M | ﹤0.01% |
102,099
-9,850
| -9% | -$293K |
|
2692
Upland Software
UPLD
$12.8M
| $3.13M | ﹤0.01% |
132,070
+12,820
| +11% | +$292K |
|
2693
VanEck Agribusiness ETF
MOO
$972M
| $3.12M | ﹤0.01% |
42,539
+2,141
| +5% | +$158K |
|
|
JBGS
2694
JBG SMITH
JBGS
$818M
| $3.11M | ﹤0.01% |
139,790
-27,864
| -17% | -$573K |
|
2695
Banco Bilbao Vizcaya Argentaria
BBVA
$154B
| $3.11M | ﹤0.01% |
161,550
-1,599
| -1% | -$28K |
|
2696
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$434M
| $3.11M | ﹤0.01% |
+54,154
| New | +$2.74M |
|
|
AFB
2697
AllianceBernstein National Municipal Income Fund
AFB
$313M
| $3.11M | ﹤0.01% |
286,422
+226,131
| +375% | +$2.35M |
|
2698
PLAYSTUDIOS Inc
MYPS
$77.9M
| $3.11M | ﹤0.01% |
3,226,853
-115,495
| -3% | -$124K |
|
2699
Eastern Bankshares
EBC
$5.26B
| $3.09M | ﹤0.01% |
170,360
-13,096
| -7% | -$216K |
|
|
BTX
2700
BlackRock Technology and Private Equity Term Trust
BTX
$940M
| $3.09M | ﹤0.01% |
461,378
+6,465
| +1% | +$46.2K |
|
Similar funds
Ameriprise's Q3 2025 Portfolio in Review
As of Q3 2025, Ameriprise held 4,210 positions worth $435B, up 7.3% from $406B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Ameriprise's Q3 2025 filing shows 266 new, 1,586 increased, 2,101 reduced and 160 closed positions. Its largest new stake was Aptiv: 3,450,314 shares worth $298M. The largest sale was Microsoft, an estimated $836M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.
- Ameriprise's largest Q3 2025 buy was Aptiv: 3,450,314 shares worth $298M.
- Ameriprise added most to Applied Materials in Q3 2025, an estimated $650M increase.
- Ameriprise's biggest Q3 2025 reduction was Microsoft, cutting an estimated $836M.
- Ameriprise fully exited Hess in Q3 2025, selling an estimated $77.2M.
- Ameriprise's ten largest holdings make up 22% of its $435B portfolio in Q3 2025.
- Ameriprise opened 266 new positions and closed 160 in Q3 2025.
- Ameriprise's portfolio value rose 7.3% quarter-over-quarter to $435B.
Based on Ameriprise's 13F filing for Q3 2025, filed 14 Nov 2025.