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
$435B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,166
New
Increased
Reduced
Closed

Top Buys

1 +$734M
2 +$527M
3 +$523M
4
WIX icon
WIX.com
WIX
+$463M
5
CVX icon
Chevron
CVX
+$411M

Top Sells

1 +$1.32B
2 +$849M
3 +$686M
4
AVGO icon
Broadcom
AVGO
+$591M
5
ACN icon
Accenture
ACN
+$532M

Sector Composition

1 Technology 25.79%
2 Financials 11.49%
3 Industrials 8.16%
4 Healthcare 7.38%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TTAN
2901
ServiceTitan Inc
TTAN
$10.3B
$2.1M ﹤0.01%
+20,796
PRO
2902
DELISTED
PROS Holdings
PRO
$2.09M ﹤0.01%
90,884
+24,092
LGIH icon
2903
LGI Homes
LGIH
$979M
$2.08M ﹤0.01%
40,217
-19,012
CRED icon
2904
Columbia Research Enhanced Real Estate ETF
CRED
$3.98M
$2.08M ﹤0.01%
96,621
MNRO icon
2905
Monro
MNRO
$612M
$2.08M ﹤0.01%
115,611
-21,657
SUN icon
2906
Sunoco
SUN
$9.88B
$2.06M ﹤0.01%
41,148
+3,660
OXM icon
2907
Oxford Industries
OXM
$520M
$2.06M ﹤0.01%
50,748
-45,513
TNDM icon
2908
Tandem Diabetes Care
TNDM
$1.53B
$2.05M ﹤0.01%
168,730
-250,307
MMI icon
2909
Marcus & Millichap
MMI
$1.08B
$2.04M ﹤0.01%
69,514
-10,010
CHW
2910
Calamos Global Dynamic Income Fund
CHW
$475M
$2.04M ﹤0.01%
270,162
+14,233
PTMC icon
2911
Pacer Trendpilot US Mid Cap ETF
PTMC
$404M
$2.03M ﹤0.01%
56,768
-16,530
NBIS
2912
Nebius Group N.V.
NBIS
$22.7B
$2.03M ﹤0.01%
+18,064
DFP
2913
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$428M
$2.03M ﹤0.01%
93,619
-61,237
TFIN icon
2914
Triumph Financial Inc
TFIN
$1.53B
$2.02M ﹤0.01%
40,367
-2,197
SDIV icon
2915
Global X SuperDividend ETF
SDIV
$1.07B
$2.02M ﹤0.01%
84,110
+8,316
WINN icon
2916
Harbor Long-Term Growers ETF
WINN
$1.09B
$2.02M ﹤0.01%
64,711
-10,165
SRRK icon
2917
Scholar Rock
SRRK
$4.68B
$2.02M ﹤0.01%
54,145
+18,845
TEM
2918
Tempus AI
TEM
$11.5B
$2.01M ﹤0.01%
24,952
+18,728
DB icon
2919
Deutsche Bank
DB
$76.6B
$2.01M ﹤0.01%
56,668
+1,761
PLOW icon
2920
Douglas Dynamics
PLOW
$773M
$2M ﹤0.01%
64,101
-32,906
UNIT
2921
Uniti Group
UNIT
$1.71B
$2M ﹤0.01%
327,357
-269,963
DLX icon
2922
Deluxe
DLX
$998M
$1.99M ﹤0.01%
102,622
-159
ASGI
2923
abrdn Global Infrastructure Income Fund
ASGI
$716M
$1.99M ﹤0.01%
94,080
+2,036
AVNW icon
2924
Aviat Networks
AVNW
$274M
$1.98M ﹤0.01%
86,551
-28,494
AMTB icon
2925
Amerant Bancorp
AMTB
$832M
$1.98M ﹤0.01%
102,651
-51,352