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
SRAD icon
2851
Sportradar
SRAD
$6.51B
$2.11M ﹤0.01%
+75,124
PKB icon
2852
Invesco Building & Construction ETF
PKB
$294M
$2.1M ﹤0.01%
26,188
-3,689
TNET icon
2853
TriNet
TNET
$2.81B
$2.1M ﹤0.01%
28,685
-4,393
CVGW icon
2854
Calavo Growers
CVGW
$366M
$2.09M ﹤0.01%
78,781
+56,800
KOMP icon
2855
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.45B
$2.09M ﹤0.01%
38,511
-4,121
AGNC icon
2856
AGNC Investment
AGNC
$11.3B
$2.09M ﹤0.01%
226,896
+38,787
RWT
2857
Redwood Trust
RWT
$698M
$2.09M ﹤0.01%
353,036
+44,405
PUBM icon
2858
PubMatic
PUBM
$418M
$2.08M ﹤0.01%
+167,498
ITOS
2859
DELISTED
iTeos Therapeutics
ITOS
$2.07M ﹤0.01%
207,787
+9,885
SILA
2860
Sila Realty Trust
SILA
$1.32B
$2.07M ﹤0.01%
87,462
-1,708
SFIX icon
2861
Stitch Fix
SFIX
$570M
$2.07M ﹤0.01%
558,576
+66,985
CRED icon
2862
Columbia Research Enhanced Real Estate ETF
CRED
$4.19M
$2.07M ﹤0.01%
96,621
NZF icon
2863
Nuveen Municipal Credit Income Fund
NZF
$2.47B
$2.06M ﹤0.01%
172,450
+5,467
LEMB icon
2864
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$563M
$2.05M ﹤0.01%
50,779
+13,115
PNQI icon
2865
Invesco NASDAQ Internet ETF
PNQI
$776M
$2.05M ﹤0.01%
39,225
+4,076
MNRO icon
2866
Monro
MNRO
$562M
$2.05M ﹤0.01%
137,268
-2,702
AXL icon
2867
American Axle
AXL
$780M
$2.03M ﹤0.01%
497,519
+12,975
SPTN
2868
DELISTED
SpartanNash
SPTN
$2.03M ﹤0.01%
76,540
-405,742
NXRT
2869
NexPoint Residential Trust
NXRT
$807M
$2.02M ﹤0.01%
60,698
-1,529
BJRI icon
2870
BJ's Restaurants
BJRI
$811M
$2.02M ﹤0.01%
45,285
-5,647
FIZZ icon
2871
National Beverage
FIZZ
$3.19B
$2.02M ﹤0.01%
46,671
-5,337
FTRE icon
2872
Fortrea Holdings
FTRE
$1.17B
$2.02M ﹤0.01%
408,199
-96,397
OBK icon
2873
Origin Bancorp
OBK
$1.13B
$2.01M ﹤0.01%
56,324
+4,154
FLCO icon
2874
Franklin Investment Grade Corporate ETF
FLCO
$567M
$2.01M ﹤0.01%
93,218
+3,745
LBRDK icon
2875
Liberty Broadband Class C
LBRDK
$6.64B
$2M ﹤0.01%
20,334
-14,299