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
AOA icon
2801
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.71B
$2.29M ﹤0.01%
27,467
+3,390
PAHC icon
2802
Phibro Animal Health
PAHC
$1.7B
$2.28M ﹤0.01%
89,440
-1,130
XPEV icon
2803
XPeng
XPEV
$20.8B
$2.28M ﹤0.01%
127,533
+28,983
OUST icon
2804
Ouster
OUST
$1.38B
$2.27M ﹤0.01%
93,755
+26,462
FBIZ icon
2805
First Business Financial Services
FBIZ
$435M
$2.27M ﹤0.01%
44,746
+20,557
EGY icon
2806
Vaalco Energy
EGY
$373M
$2.27M ﹤0.01%
627,669
+113,775
COLL icon
2807
Collegium Pharmaceutical
COLL
$1.48B
$2.27M ﹤0.01%
76,625
-15,150
UCTT icon
2808
Ultra Clean Holdings
UCTT
$1.15B
$2.26M ﹤0.01%
100,112
-4,902
EQNR icon
2809
Equinor
EQNR
$57.5B
$2.25M ﹤0.01%
89,680
-48,737
EUFN icon
2810
iShares MSCI Europe Financials ETF
EUFN
$4.27B
$2.25M ﹤0.01%
71,164
+47,385
GSLC icon
2811
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$2.25M ﹤0.01%
18,520
-5,627
CDTX icon
2812
Cidara Therapeutics
CDTX
$6.91B
$2.24M ﹤0.01%
+46,049
PRKS icon
2813
United Parks & Resorts
PRKS
$1.97B
$2.24M ﹤0.01%
47,557
-4,663
CLB icon
2814
Core Laboratories
CLB
$703M
$2.24M ﹤0.01%
194,410
+13,522
BLKB icon
2815
Blackbaud
BLKB
$2.7B
$2.24M ﹤0.01%
34,840
-6,460
PDFS icon
2816
PDF Solutions
PDFS
$1.07B
$2.24M ﹤0.01%
104,632
+35,195
RSPU icon
2817
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$530M
$2.24M ﹤0.01%
31,435
-1,414
UMH
2818
UMH Properties
UMH
$1.29B
$2.23M ﹤0.01%
133,082
-3,249
NML
2819
Neuberger Berman Energy Infrastructure and Income Fund
NML
$493M
$2.22M ﹤0.01%
246,471
+18,747
MSEX icon
2820
Middlesex Water
MSEX
$941M
$2.22M ﹤0.01%
40,937
-3,488
SGRY icon
2821
Surgery Partners
SGRY
$2.21B
$2.22M ﹤0.01%
99,743
+86,626
MYGN icon
2822
Myriad Genetics
MYGN
$711M
$2.21M ﹤0.01%
416,442
+217,796
SMP icon
2823
Standard Motor Products
SMP
$826M
$2.21M ﹤0.01%
71,944
-34,897
CX icon
2824
Cemex
CX
$15.7B
$2.21M ﹤0.01%
318,614
-3,095
WASH icon
2825
Washington Trust Bancorp
WASH
$541M
$2.2M ﹤0.01%
77,780
+5,020