Ameriprise Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Applied Materials
AMAT
|
+$650M |
| 2 |
Apple
AAPL
|
+$468M |
| 3 |
Marvell Technology
MRVL
|
+$458M |
| 4 |
Chevron
CVX
|
+$410M |
| 5 |
WIX.com
WIX
|
+$392M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$836M |
| 2 |
Bloom Energy
BE
|
+$727M |
| 3 |
Accenture
ACN
|
+$563M |
| 4 |
Broadcom
AVGO
|
+$549M |
| 5 |
Lam Research
LRCX
|
+$543M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.76% |
| 2 | Financials | 11.48% |
| 3 | Industrials | 8.17% |
| 4 | Healthcare | 7.37% |
| 5 | Consumer Discretionary | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IRBT
3601
DELISTED
iRobot
IRBT
| $465K | ﹤0.01% |
129,602
-65,284
| -33% | -$252K |
|
3602
Delcath Systems
DCTH
$422M
| $465K | ﹤0.01% |
43,237
+14,874
| +52% | +$166K |
|
3603
Artesian Resources
ARTNA
$355M
| $464K | ﹤0.01% |
+14,238
| New | +$472K |
|
|
DRD
3604
DRDGold
DRD
$1.77B
| $462K | ﹤0.01% |
16,731
+1,247
| +8% | +$22.3K |
|
3605
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$38.4M
| $461K | ﹤0.01% |
13,977
-104
| -0.7% | -$3.59K |
|
|
VOXR
3606
Vox Royalty Corp
VOXR
$300M
| $460K | ﹤0.01% |
+106,988
| New | +$367K |
|
3607
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$465M
| $457K | ﹤0.01% |
4,211
-512
| -11% | -$54.5K |
|
|
LINE
3608
Lineage Inc
LINE
$9.65B
| $456K | ﹤0.01% |
11,795
-6,775
| -36% | -$282K |
|
3609
NIO
NIO
$12.2B
| $456K | ﹤0.01% |
59,810
-7,715
| -11% | -$41.6K |
|
3610
Cerence
CRNC
$385M
| $454K | ﹤0.01% |
+36,469
| New | +$374K |
|
3611
Orange County Bancorp
OBT
$513M
| $452K | ﹤0.01% |
17,915
-2,353
| -12% | -$61.4K |
|
3612
MIND Technology
MIND
$45.3M
| $447K | ﹤0.01% |
55,212
-375
| -0.7% | -$3.37K |
|
3613
Shinhan Financial Group
SHG
$32.8B
| $447K | ﹤0.01% |
8,867
+620
| +8% | +$30.3K |
|
3614
Arrow Financial
AROW
$659M
| $444K | ﹤0.01% |
15,690
-10,664
| -40% | -$300K |
|
3615
NEOS S&P 500 High Income ETF
SPYI
$10.8B
| $444K | ﹤0.01% |
+8,480
| New | +$436K |
|
|
JOYY
3616
JOYY Inc
JOYY
$3.71B
| $442K | ﹤0.01% |
7,456
+1,118
| +18% | +$61.4K |
|
3617
Business First Bancshares
BFST
$1.04B
| $439K | ﹤0.01% |
18,588
+2,942
| +19% | +$72.8K |
|
3618
Vera Therapeutics
VERA
$2.3B
| $438K | ﹤0.01% |
15,086
-2,302
| -13% | -$53.2K |
|
|
EEX
3619
DELISTED
Emerald Holding
EEX
| $438K | ﹤0.01% |
86,100
-53,100
| -38% | -$268K |
|
|
CBL
3620
CBL Properties
CBL
$1.82B
| $438K | ﹤0.01% |
14,322
+2,365
| +20% | +$68.9K |
|
3621
First Western Financial
MYFW
$304M
| $437K | ﹤0.01% |
+19,000
| New | +$434K |
|
3622
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$339M
| $435K | ﹤0.01% |
8,542
+1,976
| +30% | +$99.5K |
|
3623
Invesco Global Water ETF
PIO
$274M
| $434K | ﹤0.01% |
9,663
+423
| +5% | +$18.9K |
|
|
MMD
3624
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$280M
| $434K | ﹤0.01% |
28,661
+5,224
| +22% | +$77.4K |
|
|
KALV
3625
DELISTED
KalVista Pharmaceuticals
KALV
| $432K | ﹤0.01% |
35,449
-909,676
| -96% | -$12.6M |
|
Similar funds
Ameriprise's Q3 2025 Portfolio in Review
As of Q3 2025, Ameriprise held 4,210 positions worth $435B, up 7.3% from $406B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Ameriprise's Q3 2025 filing shows 266 new, 1,586 increased, 2,101 reduced and 160 closed positions. Its largest new stake was Aptiv: 3,450,314 shares worth $298M. The largest sale was Microsoft, an estimated $836M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.
- Ameriprise's largest Q3 2025 buy was Aptiv: 3,450,314 shares worth $298M.
- Ameriprise added most to Applied Materials in Q3 2025, an estimated $650M increase.
- Ameriprise's biggest Q3 2025 reduction was Microsoft, cutting an estimated $836M.
- Ameriprise fully exited Hess in Q3 2025, selling an estimated $77.2M.
- Ameriprise's ten largest holdings make up 22% of its $435B portfolio in Q3 2025.
- Ameriprise opened 266 new positions and closed 160 in Q3 2025.
- Ameriprise's portfolio value rose 7.3% quarter-over-quarter to $435B.
Based on Ameriprise's 13F filing for Q3 2025, filed 14 Nov 2025.