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
CBL
3576
CBL Properties
CBL
$1.14B
$438K ﹤0.01%
14,322
+2,365
MYFW icon
3577
First Western Financial
MYFW
$254M
$437K ﹤0.01%
+19,000
RFG icon
3578
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$297M
$435K ﹤0.01%
8,542
+1,976
PIO icon
3579
Invesco Global Water ETF
PIO
$274M
$434K ﹤0.01%
9,663
+423
MMD
3580
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$278M
$434K ﹤0.01%
28,661
+5,224
KALV icon
3581
KalVista Pharmaceuticals
KALV
$798M
$432K ﹤0.01%
35,449
-909,676
CCO icon
3582
Clear Channel Outdoor Holdings
CCO
$1.12B
$431K ﹤0.01%
272,750
+72,423
QDF icon
3583
FlexShares Quality Dividend Index Fund
QDF
$2.04B
$431K ﹤0.01%
5,425
-182
CYRX icon
3584
CryoPort
CYRX
$489M
$427K ﹤0.01%
+45,094
CZWI icon
3585
Citizens Community Bancorp
CZWI
$174M
$427K ﹤0.01%
+26,575
OPY icon
3586
Oppenheimer Holdings
OPY
$799M
$426K ﹤0.01%
5,766
-152
EWZS icon
3587
iShares MSCI Brazil Small-Cap ETF
EWZS
$175M
$426K ﹤0.01%
30,622
-23,618
FLGB icon
3588
Franklin FTSE United Kingdom ETF
FLGB
$984M
$425K ﹤0.01%
13,137
-878
SG icon
3589
Sweetgreen
SG
$831M
$424K ﹤0.01%
53,141
-4,290
ATNI icon
3590
ATN International
ATNI
$342M
$422K ﹤0.01%
28,179
-7,707
GSG icon
3591
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.09B
$419K ﹤0.01%
18,244
-80,355
WF icon
3592
Woori Financial
WF
$14.5B
$418K ﹤0.01%
7,452
-142
SCD
3593
LMP Capital and Income Fund
SCD
$261M
$416K ﹤0.01%
26,784
+5,087
ROOT icon
3594
Root
ROOT
$1.15B
$415K ﹤0.01%
+4,635
ATEC icon
3595
Alphatec Holdings
ATEC
$3.09B
$413K ﹤0.01%
28,377
-3,089
EFAD icon
3596
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$62.8M
$412K ﹤0.01%
9,784
-250
COMP icon
3597
Compass
COMP
$6B
$408K ﹤0.01%
50,856
+14,086
IDLV icon
3598
Invesco S&P International Developed Low Volatility ETF
IDLV
$323M
$406K ﹤0.01%
12,125
-1,965
CLOV icon
3599
Clover Health Investments
CLOV
$1.31B
$406K ﹤0.01%
132,585
+1,993
DIVO icon
3600
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.9B
$406K ﹤0.01%
9,103
+1,726