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
HIFS icon
3151
Hingham Institution for Saving
HIFS
$652M
$1.26M ﹤0.01%
4,765
-2,499
XERS icon
3152
Xeris Biopharma Holdings
XERS
$1.21B
$1.25M ﹤0.01%
154,168
+5,140
SLF icon
3153
Sun Life Financial
SLF
$34.8B
$1.25M ﹤0.01%
15,886
-44
MLR icon
3154
Miller Industries
MLR
$433M
$1.25M ﹤0.01%
30,931
-5,380
XRX icon
3155
Xerox
XRX
$318M
$1.25M ﹤0.01%
331,647
-403,311
PHG icon
3156
Philips
PHG
$25.6B
$1.24M ﹤0.01%
45,459
+3,527
BFC icon
3157
Bank First Corp
BFC
$1.27B
$1.24M ﹤0.01%
10,221
+5
BSJU icon
3158
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$196M
$1.24M ﹤0.01%
47,381
+1,125
CEVA icon
3159
CEVA Inc
CEVA
$594M
$1.23M ﹤0.01%
46,581
-2,868
CGIE icon
3160
Capital Group International Equity ETF
CGIE
$1.4B
$1.23M ﹤0.01%
+36,436
PTNQ icon
3161
Pacer Trendpilot 100 ETF
PTNQ
$1.31B
$1.23M ﹤0.01%
15,813
-6,525
LBRX
3162
LB Pharmaceuticals
LBRX
$560M
$1.22M ﹤0.01%
+77,450
ANGI icon
3163
Angi Inc
ANGI
$552M
$1.22M ﹤0.01%
75,139
-16,460
IDYA icon
3164
IDEAYA Biosciences
IDYA
$3.1B
$1.22M ﹤0.01%
44,880
+4,430
PSI icon
3165
Invesco Semiconductors ETF
PSI
$1.03B
$1.22M ﹤0.01%
17,360
-134,474
TYRA icon
3166
Tyra Biosciences
TYRA
$1.38B
$1.22M ﹤0.01%
87,107
+6,505
JPIE icon
3167
JPMorgan Income ETF
JPIE
$6.63B
$1.22M ﹤0.01%
26,197
+5,486
SPGM icon
3168
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.33B
$1.21M ﹤0.01%
16,189
+4,808
BATT icon
3169
Amplify Lithium & Battery Technology ETF
BATT
$96.6M
$1.21M ﹤0.01%
93,123
-3,971
SPVM icon
3170
Invesco S&P 500 Value with Momentum ETF
SPVM
$90.2M
$1.21M ﹤0.01%
18,374
+14,920
CNQ icon
3171
Canadian Natural Resources
CNQ
$68.4B
$1.21M ﹤0.01%
37,776
-1,080
RMR icon
3172
The RMR Group
RMR
$256M
$1.21M ﹤0.01%
76,615
-42,243
SSTK icon
3173
Shutterstock
SSTK
$657M
$1.2M ﹤0.01%
57,591
-112,885
GOGO icon
3174
Gogo Inc
GOGO
$614M
$1.2M ﹤0.01%
139,322
+19,666
ALXO icon
3175
ALX Oncology
ALXO
$75.9M
$1.19M ﹤0.01%
+652,897