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
GCOR icon
3651
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$675M
$263K ﹤0.01%
6,364
-12,017
GRAL
3652
GRAIL Inc
GRAL
$4.3B
$262K ﹤0.01%
5,092
-9,907
MUJ icon
3653
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$632M
$262K ﹤0.01%
23,888
AEVA
3654
Aeva Technologies
AEVA
$670M
$260K ﹤0.01%
+6,889
MGIC
3655
Magic Software Enterprises
MGIC
$1.13B
$260K ﹤0.01%
+13,593
IBDZ
3656
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$527M
$258K ﹤0.01%
+9,867
FTK icon
3657
Flotek Industries
FTK
$430M
$257K ﹤0.01%
+17,424
BRT
3658
BRT Apartments
BRT
$278M
$257K ﹤0.01%
16,404
-490
IDN icon
3659
Intellicheck
IDN
$128M
$255K ﹤0.01%
+47,400
DJCO icon
3660
Daily Journal
DJCO
$631M
$255K ﹤0.01%
605
-129
RWX icon
3661
SPDR Dow Jones International Real Estate ETF
RWX
$295M
$254K ﹤0.01%
9,287
-475
FTGC icon
3662
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.19B
$254K ﹤0.01%
10,294
-12,394
RXRX icon
3663
Recursion Pharmaceuticals
RXRX
$2.41B
$253K ﹤0.01%
50,014
-43,925
EARN
3664
Ellington Residential Mortgage REIT
EARN
$204M
$251K ﹤0.01%
43,568
+867
AMRN
3665
Amarin Corp
AMRN
$332M
$249K ﹤0.01%
15,368
+3,010
FTHI icon
3666
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.77B
$249K ﹤0.01%
10,879
-1,039
FXY icon
3667
Invesco CurrencyShares Japanese Yen Trust
FXY
$463M
$248K ﹤0.01%
+3,876
AXIA
3668
AXIA Energia
AXIA
$26.4B
$247K ﹤0.01%
33,257
+5,910
AGZD icon
3669
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$88.6M
$247K ﹤0.01%
11,110
LGI
3670
Lazard Global Total Return & Income Fund
LGI
$226M
$246K ﹤0.01%
14,613
+1,125
UMC icon
3671
United Microelectronic
UMC
$18.7B
$245K ﹤0.01%
30,574
-734
FTXL icon
3672
First Trust Nasdaq Semiconductor ETF
FTXL
$1.29B
$245K ﹤0.01%
+2,550
SOCL icon
3673
Global X Social Media ETF
SOCL
$139M
$243K ﹤0.01%
+4,556
CLOU icon
3674
Global X Cloud Computing ETF
CLOU
$274M
$243K ﹤0.01%
+10,431
BSMQ icon
3675
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$300M
$242K ﹤0.01%
+10,254