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
REET icon
3426
iShares Global REIT ETF
REET
$4.29B
$675K ﹤0.01%
26,404
-9,484
CORZ icon
3427
Core Scientific
CORZ
$4.83B
$675K ﹤0.01%
37,610
+11,328
BOKF icon
3428
BOK Financial
BOKF
$7.68B
$673K ﹤0.01%
6,035
-2,751
SPXX icon
3429
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$326M
$672K ﹤0.01%
38,396
-428
IMXI icon
3430
International Money Express
IMXI
$457M
$670K ﹤0.01%
47,955
-573,690
XSLV icon
3431
Invesco S&P SmallCap Low Volatility ETF
XSLV
$238M
$668K ﹤0.01%
14,416
-6,995
DBE icon
3432
Invesco DB Energy Fund
DBE
$42.6M
$667K ﹤0.01%
35,005
-49,030
TAN icon
3433
Invesco Solar ETF
TAN
$1.02B
$659K ﹤0.01%
15,109
+489
VCV icon
3434
Invesco California Value Municipal Income Trust
VCV
$517M
$658K ﹤0.01%
62,149
-8,127
LGLV icon
3435
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.12B
$658K ﹤0.01%
3,692
-23,556
DCO icon
3436
Ducommun
DCO
$1.46B
$657K ﹤0.01%
6,836
+153
TALK icon
3437
Talkspace
TALK
$605M
$656K ﹤0.01%
237,636
+68,119
QUBT icon
3438
Quantum Computing Inc
QUBT
$2.56B
$655K ﹤0.01%
35,595
-595,117
EDIT icon
3439
Editas Medicine
EDIT
$216M
$653K ﹤0.01%
+188,144
PTCT icon
3440
PTC Therapeutics
PTCT
$6.29B
$652K ﹤0.01%
10,630
IYZ icon
3441
iShares US Telecommunications ETF
IYZ
$656M
$647K ﹤0.01%
20,044
-8,974
PAA icon
3442
Plains All American Pipeline
PAA
$12.5B
$642K ﹤0.01%
37,648
-2,130
AIP icon
3443
Arteris
AIP
$696M
$637K ﹤0.01%
63,072
-14,829
CTRN icon
3444
Citi Trends
CTRN
$340M
$636K ﹤0.01%
+20,487
ORN icon
3445
Orion Group Holdings
ORN
$418M
$635K ﹤0.01%
76,381
-99,992
GOTU icon
3446
Gaotu Techedu
GOTU
$569M
$634K ﹤0.01%
194,527
-57,612
BHK icon
3447
BlackRock Core Bond Trust
BHK
$688M
$631K ﹤0.01%
63,477
-6,090
SBET icon
3448
SharpLink Gaming
SBET
$1.81B
$629K ﹤0.01%
+36,996
JPIN icon
3449
JPMorgan Diversified Return International Equity ETF
JPIN
$369M
$624K ﹤0.01%
9,366
-2,368
NMR icon
3450
Nomura Holdings
NMR
$24.4B
$623K ﹤0.01%
85,670
+6,171