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
MUE icon
3451
BlackRock MuniHoldings Quality Fund II
MUE
$219M
$489K ﹤0.01%
51,000
+11,475
LILAK icon
3452
Liberty Latin America Class C
LILAK
$1.75B
$487K ﹤0.01%
78,309
+5,030
OABI icon
3453
OmniAb
OABI
$261M
$487K ﹤0.01%
279,789
+250,479
NRIX icon
3454
Nurix Therapeutics
NRIX
$1.79B
$480K ﹤0.01%
42,186
+11,500
AMCX icon
3455
AMC Networks
AMCX
$388M
$475K ﹤0.01%
+75,812
PETS icon
3456
PetMed Express
PETS
$36.8M
$475K ﹤0.01%
142,973
VMEO
3457
DELISTED
Vimeo
VMEO
$472K ﹤0.01%
116,720
-2,010
TALK icon
3458
Talkspace
TALK
$560M
$471K ﹤0.01%
169,517
+151,196
MIND icon
3459
MIND Technology
MIND
$75.9M
$469K ﹤0.01%
55,587
CION icon
3460
CION Investment
CION
$525M
$469K ﹤0.01%
49,018
+8,183
PSCC icon
3461
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$34.5M
$468K ﹤0.01%
14,081
+1,693
SNSR icon
3462
Global X Internet of Things ETF
SNSR
$200M
$467K ﹤0.01%
12,373
+1,146
IDLV icon
3463
Invesco S&P International Developed Low Volatility ETF
IDLV
$334M
$467K ﹤0.01%
+14,090
REAL icon
3464
The RealReal
REAL
$1.69B
$466K ﹤0.01%
97,343
+82,886
UDMY icon
3465
Udemy
UDMY
$744M
$466K ﹤0.01%
66,229
+5,395
FMNB icon
3466
Farmers National Banc Corp
FMNB
$512M
$464K ﹤0.01%
33,684
+107
ONIT
3467
Onity Group
ONIT
$359M
$464K ﹤0.01%
12,147
+1,061
EGHT icon
3468
8x8 Inc
EGHT
$269M
$460K ﹤0.01%
234,709
-17,010
SMRT icon
3469
SmartRent
SMRT
$325M
$460K ﹤0.01%
464,230
-2,371,051
MHD icon
3470
BlackRock MuniHoldings Fund
MHD
$608M
$458K ﹤0.01%
40,916
-85
ZIMV
3471
DELISTED
ZimVie
ZIMV
$458K ﹤0.01%
48,955
+14,284
WPP icon
3472
WPP
WPP
$4.33B
$456K ﹤0.01%
12,928
-1,835
STR
3473
DELISTED
Sitio Royalties
STR
$455K ﹤0.01%
+24,751
JRI icon
3474
Nuveen Real Asset Income & Growth Fund
JRI
$378M
$451K ﹤0.01%
33,429
-493
DFUV icon
3475
Dimensional US Marketwide Value ETF
DFUV
$12.6B
$449K ﹤0.01%
10,614
+20