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
SMOG icon
2776
VanEck Low Carbon Energy ETF
SMOG
$134M
$2.37M ﹤0.01%
21,513
+236
ICLN icon
2777
iShares Global Clean Energy ETF
ICLN
$2B
$2.36M ﹤0.01%
179,975
-3,358
JXI icon
2778
iShares Global Utilities ETF
JXI
$266M
$2.36M ﹤0.01%
31,988
+230
ADTN icon
2779
Adtran
ADTN
$635M
$2.36M ﹤0.01%
262,926
-9,012
QQQJ icon
2780
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$727M
$2.36M ﹤0.01%
73,703
-3,928
EZM icon
2781
WisdomTree US MidCap Fund
EZM
$815M
$2.36M ﹤0.01%
38,160
+6,943
BSCV icon
2782
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.38B
$2.35M ﹤0.01%
142,438
+15,810
CENX icon
2783
Century Aluminum
CENX
$2.8B
$2.35M ﹤0.01%
130,180
-10,984
TFIN icon
2784
Triumph Financial Inc
TFIN
$1.3B
$2.35M ﹤0.01%
42,564
-4,335
BUG icon
2785
Global X Cybersecurity ETF
BUG
$995M
$2.34M ﹤0.01%
62,996
-5,494
IBMP icon
2786
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$578M
$2.34M ﹤0.01%
92,193
-55,609
BPMC
2787
DELISTED
Blueprint Medicines
BPMC
$2.33M ﹤0.01%
18,199
-343,309
CM icon
2788
Canadian Imperial Bank of Commerce
CM
$80.1B
$2.33M ﹤0.01%
26,037
-13,917
UA icon
2789
Under Armour Class C
UA
$1.88B
$2.33M ﹤0.01%
359,077
+127,152
GDEN icon
2790
Golden Entertainment
GDEN
$786M
$2.33M ﹤0.01%
79,143
-3,343
NICE icon
2791
Nice
NICE
$6.55B
$2.33M ﹤0.01%
13,778
+644
UPLD icon
2792
Upland Software
UPLD
$53.2M
$2.33M ﹤0.01%
1,192,496
-118,143
ARHS icon
2793
Arhaus
ARHS
$1.46B
$2.32M ﹤0.01%
267,330
+24,094
EZPW icon
2794
Ezcorp Inc
EZPW
$1.17B
$2.31M ﹤0.01%
166,647
-15,987
IBTK icon
2795
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$587M
$2.31M ﹤0.01%
116,555
+4,973
FRA icon
2796
BlackRock Floating Rate Income Strategies Fund
FRA
$423M
$2.31M ﹤0.01%
174,724
-24,250
SDOG icon
2797
ALPS Sector Dividend Dogs ETF
SDOG
$1.25B
$2.3M ﹤0.01%
40,082
-14,701
PSFE icon
2798
Paysafe
PSFE
$442M
$2.3M ﹤0.01%
182,237
+28,812
AOD
2799
abrdn Total Dynamic Dividend Fund
AOD
$1.02B
$2.3M ﹤0.01%
259,201
+6,551
IBCP icon
2800
Independent Bank Corp
IBCP
$676M
$2.29M ﹤0.01%
70,680
+3,595