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
FRME icon
2726
First Merchants
FRME
$2.13B
$2.59M ﹤0.01%
67,748
+1,008
HLX icon
2727
Helix Energy Solutions
HLX
$980M
$2.59M ﹤0.01%
415,750
+92,224
UFCS icon
2728
United Fire Group
UFCS
$933M
$2.59M ﹤0.01%
90,293
+2,450
BME icon
2729
BlackRock Health Sciences Trust
BME
$537M
$2.59M ﹤0.01%
70,952
+3,342
UNIT
2730
Uniti Group
UNIT
$1.52B
$2.58M ﹤0.01%
597,320
-48,872
WRLD icon
2731
World Acceptance Corp
WRLD
$779M
$2.58M ﹤0.01%
15,624
-1,476
RGP icon
2732
Resources Connection
RGP
$161M
$2.58M ﹤0.01%
480,170
+97,602
AU icon
2733
AngloGold Ashanti
AU
$43.3B
$2.57M ﹤0.01%
56,318
+11,654
BHVN icon
2734
Biohaven
BHVN
$1.33B
$2.57M ﹤0.01%
181,855
-353,224
MGNI icon
2735
Magnite
MGNI
$2.11B
$2.56M ﹤0.01%
106,264
-536,879
PTMC icon
2736
Pacer Trendpilot US Mid Cap ETF
PTMC
$398M
$2.56M ﹤0.01%
73,298
-8,961
HNW
2737
DELISTED
Pioneer Diversified High Income Fund
HNW
$2.55M ﹤0.01%
203,555
+43,357
MDGL icon
2738
Madrigal Pharmaceuticals
MDGL
$13.6B
$2.54M ﹤0.01%
8,406
+3,412
CWEN.A icon
2739
Clearway Energy Class A
CWEN.A
$4.09B
$2.53M ﹤0.01%
83,669
-4,472
HTBK icon
2740
Heritage Commerce
HTBK
$667M
$2.52M ﹤0.01%
254,069
+18,580
ECF
2741
Ellsworth Growth & Income Fund
ECF
$159M
$2.52M ﹤0.01%
245,858
-41,317
CSR
2742
Centerspace
CSR
$1.12B
$2.52M ﹤0.01%
43,860
+1,568
NYF icon
2743
iShares New York Muni Bond ETF
NYF
$1.01B
$2.51M ﹤0.01%
48,711
-47,949
BBVA icon
2744
Banco Bilbao Vizcaya Argentaria
BBVA
$123B
$2.51M ﹤0.01%
163,149
+7,944
KRNY icon
2745
Kearny Financial
KRNY
$432M
$2.51M ﹤0.01%
388,070
+36,494
FXD icon
2746
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$301M
$2.51M ﹤0.01%
39,495
-27,139
BTE icon
2747
Baytex Energy
BTE
$2.47B
$2.5M ﹤0.01%
1,396,385
+227,678
GLBE icon
2748
Global E Online
GLBE
$6.86B
$2.48M ﹤0.01%
74,066
+4,589
TGLS icon
2749
Tecnoglass
TGLS
$2.32B
$2.48M ﹤0.01%
32,109
-2,887
BTZ icon
2750
BlackRock Credit Allocation Income Trust
BTZ
$1.02B
$2.48M ﹤0.01%
227,263
+1,644