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
TASK icon
3326
TaskUs
TASK
$1.04B
$880K ﹤0.01%
49,327
+3,424
PGF icon
3327
Invesco Financial Preferred ETF
PGF
$754M
$880K ﹤0.01%
60,174
-7,051
IGOV icon
3328
iShares International Treasury Bond ETF
IGOV
$990M
$879K ﹤0.01%
+20,624
BBCA icon
3329
JPMorgan BetaBuilders Canada ETF
BBCA
$9.89B
$873K ﹤0.01%
9,982
-174,635
AIRR icon
3330
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.65B
$871K ﹤0.01%
+9,008
URTH icon
3331
iShares MSCI World ETF
URTH
$6.64B
$870K ﹤0.01%
4,790
-89
UDMY icon
3332
Udemy
UDMY
$858M
$868K ﹤0.01%
123,800
+57,571
SBS icon
3333
Sabesp
SBS
$17.3B
$864K ﹤0.01%
34,717
+3,295
GIB icon
3334
CGI
GIB
$20.3B
$861K ﹤0.01%
7,904
-65,333
SPR
3335
DELISTED
Spirit AeroSystems
SPR
$861K ﹤0.01%
22,302
+882
AOMR
3336
Angel Oak Mortgage REIT
AOMR
$217M
$860K ﹤0.01%
91,764
+27,897
IBMP icon
3337
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$589M
$858K ﹤0.01%
33,683
-58,510
NTLA icon
3338
Intellia Therapeutics
NTLA
$1.11B
$857K ﹤0.01%
49,647
+37,844
CRSR icon
3339
Corsair Gaming
CRSR
$659M
$854K ﹤0.01%
95,762
+88
INBK icon
3340
First Internet Bancorp
INBK
$178M
$852K ﹤0.01%
37,994
-6,316
FDIS icon
3341
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.99B
$852K ﹤0.01%
8,279
-63,017
LBRDK icon
3342
Liberty Broadband Class C
LBRDK
$6.95B
$849K ﹤0.01%
13,355
-6,979
VMD icon
3343
Viemed Healthcare
VMD
$278M
$848K ﹤0.01%
124,947
+22,014
OSUR icon
3344
OraSure Technologies
OSUR
$175M
$847K ﹤0.01%
263,971
-60,996
TS icon
3345
Tenaris
TS
$19.4B
$844K ﹤0.01%
23,591
+437
UTMD icon
3346
Utah Medical Products
UTMD
$182M
$844K ﹤0.01%
13,400
-4,400
ESTA icon
3347
Establishment Labs
ESTA
$2.2B
$830K ﹤0.01%
20,261
-36,000
FSUN
3348
FirstSun Capital Bancorp
FSUN
$1.07B
$830K ﹤0.01%
+21,400
XOP icon
3349
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.83B
$830K ﹤0.01%
6,279
+36
JETS icon
3350
US Global Jets ETF
JETS
$852M
$826K ﹤0.01%
33,831
+182