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
BBH icon
3126
VanEck Biotech ETF
BBH
$391M
$1.14M ﹤0.01%
7,424
-172
AUPH icon
3127
Aurinia Pharmaceuticals
AUPH
$2.13B
$1.14M ﹤0.01%
134,303
+102,888
NATH icon
3128
Nathan's Famous
NATH
$377M
$1.14M ﹤0.01%
10,279
-416
CCAP icon
3129
Crescent Capital BDC
CCAP
$531M
$1.14M ﹤0.01%
89,027
+8,518
BKN icon
3130
BlackRock Investment Quality Municipal Trust
BKN
$191M
$1.13M ﹤0.01%
103,901
+23,901
SMBC icon
3131
Southern Missouri Bancorp
SMBC
$631M
$1.13M ﹤0.01%
20,700
TWI icon
3132
Titan International
TWI
$517M
$1.13M ﹤0.01%
110,238
+3,942
HRI icon
3133
Herc Holdings
HRI
$4.47B
$1.13M ﹤0.01%
8,582
-266,333
ACHR icon
3134
Archer Aviation
ACHR
$5.71B
$1.13M ﹤0.01%
103,954
+36,286
SMWB icon
3135
Similarweb
SMWB
$676M
$1.12M ﹤0.01%
143,478
-2,387
CBNK icon
3136
Capital Bancorp
CBNK
$459M
$1.12M ﹤0.01%
33,410
+4,948
CAC icon
3137
Camden National
CAC
$684M
$1.12M ﹤0.01%
27,570
+3,769
SMLR icon
3138
Semler Scientific
SMLR
$329M
$1.12M ﹤0.01%
28,819
+3,411
CLDT
3139
Chatham Lodging
CLDT
$329M
$1.11M ﹤0.01%
158,560
-3,720
CVLG icon
3140
Covenant Logistics
CVLG
$499M
$1.11M ﹤0.01%
45,974
+2,922
FWRD icon
3141
Forward Air
FWRD
$718M
$1.11M ﹤0.01%
45,111
-5,466
VIV icon
3142
Telefônica Brasil
VIV
$21.2B
$1.11M ﹤0.01%
96,843
+73,207
NRDS icon
3143
NerdWallet
NRDS
$1.09B
$1.1M ﹤0.01%
100,549
+63,663
SPLB icon
3144
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.07B
$1.1M ﹤0.01%
48,857
-10,645
GSBD icon
3145
Goldman Sachs BDC
GSBD
$1.14B
$1.1M ﹤0.01%
98,793
-25,788
MINT icon
3146
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$1.1M ﹤0.01%
10,937
-592
EVF
3147
Eaton Vance Senior Income Trust
EVF
$97.6M
$1.1M ﹤0.01%
193,039
+16,215
LASR icon
3148
nLIGHT
LASR
$1.79B
$1.1M ﹤0.01%
55,705
-59,152
HBT icon
3149
HBT Financial
HBT
$761M
$1.1M ﹤0.01%
43,474
+20,100
BRLT icon
3150
Brilliant Earth
BRLT
$27.9M
$1.09M ﹤0.01%
797,047
+3,578