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
TRP icon
3176
TC Energy
TRP
$58B
$1.19M ﹤0.01%
19,803
+406
RFV icon
3177
Invesco S&P MidCap 400 Pure Value ETF
RFV
$297M
$1.19M ﹤0.01%
9,288
+1,589
EB icon
3178
Eventbrite
EB
$437M
$1.19M ﹤0.01%
472,531
+156,249
AMPL icon
3179
Amplitude
AMPL
$1.6B
$1.19M ﹤0.01%
+110,972
HBCP icon
3180
Home Bancorp
HBCP
$463M
$1.19M ﹤0.01%
21,898
+4,813
SHEN icon
3181
Shenandoah Telecom
SHEN
$615M
$1.19M ﹤0.01%
88,612
-8,299
DSP icon
3182
Viant Technology
DSP
$198M
$1.18M ﹤0.01%
137,178
+40,581
NEMD
3183
Neuberger Berman Emerging Markets Debt Hard Currency ETF
NEMD
$111M
$1.18M ﹤0.01%
+23,220
BUFD icon
3184
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.61B
$1.18M ﹤0.01%
+42,777
CEMB icon
3185
iShares JPMorgan EM Corporate Bond ETF
CEMB
$392M
$1.18M ﹤0.01%
25,550
+5,932
SGHC icon
3186
SGHC Ltd
SGHC
$5.98B
$1.18M ﹤0.01%
+89,369
MPTI icon
3187
M-tron Industries
MPTI
$149M
$1.18M ﹤0.01%
21,235
+789
TRS icon
3188
TriMas Corp
TRS
$1.45B
$1.17M ﹤0.01%
30,402
-44,728
MVT icon
3189
BlackRock MuniVest Fund II
MVT
$223M
$1.17M ﹤0.01%
110,478
+8,351
UNTY icon
3190
Unity Bancorp
UNTY
$534M
$1.17M ﹤0.01%
23,917
-3,577
UA icon
3191
Under Armour Class C
UA
$1.86B
$1.16M ﹤0.01%
240,681
-118,396
MFG icon
3192
Mizuho Financial
MFG
$91.9B
$1.16M ﹤0.01%
173,410
+34,682
FIGR
3193
Figure Technology Solutions
FIGR
$9.57B
$1.16M ﹤0.01%
+31,942
SCVL icon
3194
Shoe Carnival
SCVL
$492M
$1.16M ﹤0.01%
55,848
-28,745
ACEL icon
3195
Accel Entertainment
ACEL
$959M
$1.16M ﹤0.01%
104,753
-39,024
UAMY icon
3196
United States Antimony
UAMY
$863M
$1.16M ﹤0.01%
+186,934
SCHJ icon
3197
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$659M
$1.15M ﹤0.01%
46,056
+86
FULC icon
3198
Fulcrum Therapeutics
FULC
$805M
$1.15M ﹤0.01%
+124,666
GLOF icon
3199
iShares Global Equity Factor ETF
GLOF
$154M
$1.14M ﹤0.01%
22,093
-2,985
PFI icon
3200
Invesco Dorsey Wright Financial Momentum ETF
PFI
$59M
$1.14M ﹤0.01%
+19,069