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
DBB icon
2951
Invesco DB Base Metals Fund
DBB
$145M
$1.68M ﹤0.01%
86,827
+25,378
FISI icon
2952
Financial Institutions
FISI
$616M
$1.68M ﹤0.01%
65,327
-9,318
HUN icon
2953
Huntsman Corp
HUN
$1.81B
$1.68M ﹤0.01%
160,924
-11,001
GLTR icon
2954
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.24B
$1.67M ﹤0.01%
12,187
+10,058
RC
2955
Ready Capital
RC
$410M
$1.67M ﹤0.01%
381,297
-6,043
STAA icon
2956
STAAR Surgical
STAA
$1.31B
$1.67M ﹤0.01%
99,372
-12,091
HY icon
2957
Hyster-Yale Materials Handling
HY
$516M
$1.66M ﹤0.01%
41,850
+2,441
SMR icon
2958
NuScale Power
SMR
$5.66B
$1.66M ﹤0.01%
42,064
-11,655
SHC icon
2959
Sotera Health
SHC
$4.97B
$1.66M ﹤0.01%
149,510
+3,492
VTC icon
2960
Vanguard Total Corporate Bond ETF
VTC
$1.38B
$1.66M ﹤0.01%
21,489
-338
OSW icon
2961
OneSpaWorld
OSW
$2.08B
$1.66M ﹤0.01%
81,402
+54,741
SAR icon
2962
Saratoga Investment
SAR
$374M
$1.66M ﹤0.01%
66,899
-1,641
SLRC icon
2963
SLR Investment Corp
SLRC
$869M
$1.65M ﹤0.01%
102,604
+1,692
AHH
2964
Armada Hoffler Properties
AHH
$527M
$1.65M ﹤0.01%
238,926
+22,058
BSMW icon
2965
Invesco BulletShares 2032 Municipal Bond ETF
BSMW
$133M
$1.65M ﹤0.01%
67,413
SBSI icon
2966
Southside Bancshares
SBSI
$882M
$1.65M ﹤0.01%
55,974
-1,618
DENN icon
2967
Denny's
DENN
$318M
$1.64M ﹤0.01%
400,860
+64,792
BBW icon
2968
Build-A-Bear
BBW
$697M
$1.64M ﹤0.01%
31,795
-24,133
HYZD icon
2969
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$198M
$1.64M ﹤0.01%
73,226
-179,373
MQY icon
2970
BlackRock MuniYield Quality Fund
MQY
$820M
$1.64M ﹤0.01%
147,537
+56,089
PEBO icon
2971
Peoples Bancorp
PEBO
$1.06B
$1.64M ﹤0.01%
53,648
+13,470
DLX icon
2972
Deluxe
DLX
$915M
$1.64M ﹤0.01%
102,781
-86,380
IART icon
2973
Integra LifeSciences
IART
$1.02B
$1.63M ﹤0.01%
133,181
-16,018
AXGN icon
2974
Axogen
AXGN
$1.32B
$1.63M ﹤0.01%
150,358
-83,028
JQUA icon
2975
JPMorgan US Quality Factor ETF
JQUA
$7.44B
$1.62M ﹤0.01%
26,987
-2,267