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
SPXX icon
3326
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$324M
$689K ﹤0.01%
38,824
-2,583
MLYS icon
3327
Mineralys Therapeutics
MLYS
$3.41B
$688K ﹤0.01%
+50,857
NXDR
3328
Nextdoor Holdings
NXDR
$686M
$685K ﹤0.01%
412,615
+233,018
RM icon
3329
Regional Management Corp
RM
$369M
$684K ﹤0.01%
23,430
+6,151
JACK icon
3330
Jack in the Box
JACK
$372M
$681K ﹤0.01%
38,975
-7,267
MLNK
3331
DELISTED
MeridianLink
MLNK
$677K ﹤0.01%
41,738
-10,424
BHK icon
3332
BlackRock Core Bond Trust
BHK
$701M
$676K ﹤0.01%
69,567
+20,640
EEX icon
3333
Emerald Holding
EEX
$724M
$675K ﹤0.01%
139,200
BYRN icon
3334
Byrna Technologies
BYRN
$415M
$675K ﹤0.01%
22,047
-26,754
EPS icon
3335
WisdomTree US LargeCap Fund
EPS
$1.32B
$673K ﹤0.01%
10,508
-60
EUSA icon
3336
iShares MSCI USA Equal Weighted ETF
EUSA
$1.41B
$671K ﹤0.01%
6,771
-382
FORR icon
3337
Forrester Research
FORR
$137M
$669K ﹤0.01%
67,578
+26,738
CGGR icon
3338
Capital Group Growth ETF
CGGR
$18.3B
$663K ﹤0.01%
16,317
-8,069
INQQ icon
3339
India Internet & Ecommerce ETF
INQQ
$59.9M
$663K ﹤0.01%
39,929
+2,304
XGN icon
3340
Exagen
XGN
$179M
$663K ﹤0.01%
+94,953
JCE icon
3341
Nuveen Core Equity Alpha Fund
JCE
$271M
$661K ﹤0.01%
42,677
+2,810
MPB icon
3342
Mid Penn Bancorp
MPB
$673M
$660K ﹤0.01%
23,400
VIRC icon
3343
Virco
VIRC
$111M
$658K ﹤0.01%
82,517
+20,004
BCML icon
3344
BayCom
BCML
$318M
$655K ﹤0.01%
23,639
+852
NBN icon
3345
Northeast Bank
NBN
$761M
$655K ﹤0.01%
7,355
MEOH icon
3346
Methanex
MEOH
$2.75B
$653K ﹤0.01%
19,738
+5,653
BRY icon
3347
Berry Corp
BRY
$263M
$650K ﹤0.01%
234,564
+17,221
BSVN icon
3348
Bank7 Corp
BSVN
$392M
$649K ﹤0.01%
15,504
-2,108
SRI icon
3349
Stoneridge
SRI
$160M
$647K ﹤0.01%
91,914
+70,181
PPLT icon
3350
abrdn Physical Platinum Shares ETF
PPLT
$2.03B
$647K ﹤0.01%
+5,262