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
SNSR icon
3551
Global X Internet of Things ETF
SNSR
$200M
$478K ﹤0.01%
12,260
-113
CION icon
3552
CION Investment
CION
$492M
$478K ﹤0.01%
50,424
+1,406
OMER icon
3553
Omeros
OMER
$1.09B
$478K ﹤0.01%
116,536
DRS icon
3554
Leonardo DRS
DRS
$9.18B
$475K ﹤0.01%
10,464
-3,239
DOL icon
3555
WisdomTree True Developed International Fund
DOL
$716M
$472K ﹤0.01%
7,588
+1,558
SHE icon
3556
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$287M
$466K ﹤0.01%
3,659
-1,473
IRBT
3557
DELISTED
iRobot
IRBT
$465K ﹤0.01%
129,602
-65,284
DCTH icon
3558
Delcath Systems
DCTH
$364M
$465K ﹤0.01%
43,237
+14,874
ARTNA icon
3559
Artesian Resources
ARTNA
$329M
$464K ﹤0.01%
+14,238
DRD
3560
DRDGold
DRD
$2.88B
$462K ﹤0.01%
16,731
+1,247
PSCC icon
3561
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$33.6M
$461K ﹤0.01%
13,977
-104
VOXR
3562
Vox Royalty Corp
VOXR
$347M
$460K ﹤0.01%
+106,988
JPME icon
3563
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$385M
$457K ﹤0.01%
4,211
-512
LINE
3564
Lineage Inc
LINE
$8.01B
$456K ﹤0.01%
11,795
-6,775
NIO icon
3565
NIO
NIO
$12.4B
$456K ﹤0.01%
59,810
-7,715
CRNC icon
3566
Cerence
CRNC
$509M
$454K ﹤0.01%
+36,469
OBT icon
3567
Orange County Bancorp
OBT
$384M
$452K ﹤0.01%
17,915
-2,353
MIND icon
3568
MIND Technology
MIND
$81.4M
$447K ﹤0.01%
55,212
-375
SHG icon
3569
Shinhan Financial Group
SHG
$26.1B
$447K ﹤0.01%
8,867
+620
AROW icon
3570
Arrow Financial
AROW
$520M
$444K ﹤0.01%
15,690
-10,664
SPYI icon
3571
NEOS S&P 500 High Income ETF
SPYI
$6.74B
$444K ﹤0.01%
+8,480
JOYY
3572
JOYY Inc
JOYY
$3.36B
$442K ﹤0.01%
7,456
+1,118
BFST icon
3573
Business First Bancshares
BFST
$795M
$439K ﹤0.01%
18,588
+2,942
VERA icon
3574
Vera Therapeutics
VERA
$3.95B
$438K ﹤0.01%
15,086
-2,302
EEX icon
3575
Emerald Holding
EEX
$910M
$438K ﹤0.01%
86,100
-53,100