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
CRSR icon
3226
Corsair Gaming
CRSR
$695M
$902K ﹤0.01%
95,674
-2,312
SNBR icon
3227
Sleep Number
SNBR
$116M
$897K ﹤0.01%
132,822
+43,478
SPFI icon
3228
South Plains Financial
SPFI
$614M
$896K ﹤0.01%
24,861
+3,300
CPER icon
3229
United States Copper Index Fund
CPER
$339M
$895K ﹤0.01%
28,294
-23,244
CRCT icon
3230
Cricut
CRCT
$1B
$893K ﹤0.01%
131,933
+93,002
KNSA icon
3231
Kiniksa Pharmaceuticals
KNSA
$3.22B
$893K ﹤0.01%
32,257
-5,014
AWF
3232
AllianceBernstein Global High Income Fund
AWF
$933M
$892K ﹤0.01%
81,352
+8,622
CEMB icon
3233
iShares JPMorgan EM Corporate Bond ETF
CEMB
$392M
$891K ﹤0.01%
19,618
+12,129
EYPT icon
3234
EyePoint Pharmaceuticals
EYPT
$1.23B
$885K ﹤0.01%
94,075
-175
VNQI icon
3235
Vanguard Global ex-US Real Estate ETF
VNQI
$3.6B
$885K ﹤0.01%
19,180
+8,794
HBCP icon
3236
Home Bancorp
HBCP
$434M
$885K ﹤0.01%
17,085
+3,932
REET icon
3237
iShares Global REIT ETF
REET
$4.04B
$884K ﹤0.01%
35,888
-1,886
SPIP icon
3238
State Street SPDR Portfolio TIPS ETF
SPIP
$989M
$875K ﹤0.01%
33,580
-1,953
TS icon
3239
Tenaris
TS
$20.8B
$866K ﹤0.01%
23,154
-876
IYZ icon
3240
iShares US Telecommunications ETF
IYZ
$618M
$864K ﹤0.01%
29,018
+5,066
SRG
3241
Seritage Growth Properties
SRG
$211M
$861K ﹤0.01%
279,700
+88,000
MPTI icon
3242
M-tron Industries
MPTI
$151M
$859K ﹤0.01%
20,446
+9,493
BOKF icon
3243
BOK Financial
BOKF
$7.12B
$858K ﹤0.01%
8,786
-59,027
GLDD icon
3244
Great Lakes Dredge & Dock
GLDD
$868M
$857K ﹤0.01%
70,266
+7,538
ASM
3245
Avino Silver & Gold Mines
ASM
$878M
$855K ﹤0.01%
+237,400
SG icon
3246
Sweetgreen
SG
$768M
$855K ﹤0.01%
57,431
+39,643
KYMR icon
3247
Kymera Therapeutics
KYMR
$4.88B
$852K ﹤0.01%
19,533
+4,159
FUTU icon
3248
Futu Holdings
FUTU
$23.6B
$851K ﹤0.01%
6,883
-2,257
IDYA icon
3249
IDEAYA Biosciences
IDYA
$3.12B
$850K ﹤0.01%
40,450
-228,614
NIE
3250
Virtus Equity & Convertible Income Fund
NIE
$710M
$848K ﹤0.01%
35,473
+3,399