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
KOF icon
3526
Coca-Cola Femsa
KOF
$18.4B
$386K ﹤0.01%
3,986
-351
ERTH icon
3527
Invesco MSCI Sustainable Future ETF
ERTH
$144M
$383K ﹤0.01%
9,005
-1,597
FATE icon
3528
Fate Therapeutics
FATE
$132M
$380K ﹤0.01%
339,714
-71,618
WF icon
3529
Woori Financial
WF
$13.4B
$378K ﹤0.01%
7,594
-758
IMVT icon
3530
Immunovant
IMVT
$4.23B
$377K ﹤0.01%
+23,553
EOT
3531
Eaton Vance National Municipal Opportunities Trust
EOT
$259M
$376K ﹤0.01%
23,175
-4,652
EVX icon
3532
VanEck Environmental Services ETF
EVX
$91.8M
$375K ﹤0.01%
9,797
-106
EAD
3533
Allspring Income Opportunities Fund
EAD
$408M
$375K ﹤0.01%
53,100
+4,076
TAL icon
3534
TAL Education Group
TAL
$6.69B
$374K ﹤0.01%
36,602
-1,124
BBEU icon
3535
JPMorgan BetaBuilders Europe ETF
BBEU
$8.38B
$373K ﹤0.01%
5,532
+211
SHG icon
3536
Shinhan Financial Group
SHG
$26B
$373K ﹤0.01%
8,247
+581
LGOV icon
3537
First Trust Long Duration Opportunities ETF
LGOV
$667M
$372K ﹤0.01%
17,370
-1,284
GTN icon
3538
Gray Television
GTN
$502M
$372K ﹤0.01%
82,044
+71,508
BYM icon
3539
BlackRock Municipal Income Quality Trust
BYM
$282M
$371K ﹤0.01%
35,143
+178
DLS icon
3540
WisdomTree International SmallCap Dividend Fund
DLS
$1.01B
$371K ﹤0.01%
4,938
-1,550
BKV
3541
BKV Corp
BKV
$2.48B
$370K ﹤0.01%
15,336
-411
RNA icon
3542
Avidity Biosciences
RNA
$10.8B
$368K ﹤0.01%
12,963
-14,675
TY icon
3543
TRI-Continental Corp
TY
$1.8B
$367K ﹤0.01%
11,590
-471
SNN icon
3544
Smith & Nephew
SNN
$14.1B
$366K ﹤0.01%
11,949
-723
PBW icon
3545
Invesco WilderHill Clean Energy ETF
PBW
$637M
$365K ﹤0.01%
18,329
-5,159
CLOV icon
3546
Clover Health Investments
CLOV
$1.29B
$364K ﹤0.01%
130,592
-101,600
EQBK icon
3547
Equity Bancshares
EQBK
$831M
$364K ﹤0.01%
8,927
+769
OPBK icon
3548
OP Bancorp
OPBK
$200M
$361K ﹤0.01%
+27,768
IGA
3549
Voya Global Advantage and Premium Opportunity Fund
IGA
$151M
$360K ﹤0.01%
36,250
-5,666
TARS icon
3550
Tarsus Pharmaceuticals
TARS
$3.39B
$354K ﹤0.01%
8,740
-50,174