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
KELYA icon
2951
Kelly Services Class A
KELYA
$300M
$1.86M ﹤0.01%
141,730
-3,870
GAMB icon
2952
Gambling.com
GAMB
$187M
$1.86M ﹤0.01%
226,986
+104,211
NAC icon
2953
Nuveen California Quality Municipal Income Fund
NAC
$1.73B
$1.85M ﹤0.01%
161,246
+43,096
EYPT icon
2954
EyePoint, Inc. Common Stock
EYPT
$1.52B
$1.85M ﹤0.01%
130,124
+36,049
NVRI icon
2955
Enviri
NVRI
$1.47B
$1.85M ﹤0.01%
145,983
-9,246
VTC icon
2956
Vanguard Total Corporate Bond ETF
VTC
$1.41B
$1.85M ﹤0.01%
23,587
+2,098
PHYL icon
2957
PGIM Active High Yield Bond ETF
PHYL
$682M
$1.85M ﹤0.01%
+51,626
PMM
2958
Putnam Managed Municipal Income
PMM
$264M
$1.84M ﹤0.01%
307,887
+82,224
FOXF icon
2959
Fox Factory Holding Corp
FOXF
$742M
$1.84M ﹤0.01%
75,842
-79,308
MPLX icon
2960
MPLX
MPLX
$54.9B
$1.84M ﹤0.01%
36,815
-26,380
MPAA icon
2961
Motorcar Parts of America
MPAA
$242M
$1.83M ﹤0.01%
+110,932
CTBI icon
2962
Community Trust Bancorp
CTBI
$1.05B
$1.83M ﹤0.01%
32,713
-13,795
IHE icon
2963
iShares US Pharmaceuticals ETF
IHE
$849M
$1.83M ﹤0.01%
25,221
+1,563
CZA icon
2964
Invesco Zacks Mid-Cap ETF
CZA
$185M
$1.83M ﹤0.01%
16,644
-728
UIS icon
2965
Unisys
UIS
$198M
$1.83M ﹤0.01%
467,960
-309,852
TEF icon
2966
Telefonica
TEF
$22.5B
$1.82M ﹤0.01%
358,831
+15,767
GMAB icon
2967
Genmab
GMAB
$20.7B
$1.81M ﹤0.01%
59,176
+2,462
AMLX icon
2968
Amylyx Pharmaceuticals
AMLX
$1.35B
$1.81M ﹤0.01%
133,508
+38,289
CFO icon
2969
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$410M
$1.81M ﹤0.01%
24,546
-5,940
BBW icon
2970
Build-A-Bear
BBW
$747M
$1.81M ﹤0.01%
27,768
-4,027
HLF icon
2971
Herbalife
HLF
$1.42B
$1.81M ﹤0.01%
214,146
-175,670
IART icon
2972
Integra LifeSciences
IART
$981M
$1.81M ﹤0.01%
125,985
-7,196
ICFI icon
2973
ICF International
ICFI
$1.58B
$1.8M ﹤0.01%
19,381
+15,313
EXPI icon
2974
eXp World Holdings
EXPI
$1.52B
$1.79M ﹤0.01%
167,977
-3,424
GCT icon
2975
GigaCloud Technology
GCT
$1.49B
$1.79M ﹤0.01%
62,947
-27,291