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
GSUS icon
3701
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.07B
$296K ﹤0.01%
3,202
-3,731
CSD icon
3702
Invesco S&P Spin-Off ETF
CSD
$84.7M
$295K ﹤0.01%
3,169
+650
TFII icon
3703
TFI International
TFII
$8.74B
$293K ﹤0.01%
2,458
-42
MGIC
3704
Magic Software Enterprises
MGIC
$1.33B
$293K ﹤0.01%
14,361
+768
SOCL icon
3705
Global X Social Media ETF
SOCL
$137M
$293K ﹤0.01%
4,825
+269
RSPF icon
3706
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$314M
$291K ﹤0.01%
3,745
+95
NBH
3707
Neuberger Municipal Fund Inc
NBH
$301M
$289K ﹤0.01%
28,016
-3,382
TFLO icon
3708
iShares Treasury Floating Rate Bond ETF
TFLO
$6.48B
$288K ﹤0.01%
5,698
-401
LBTYK icon
3709
Liberty Global Class C
LBTYK
$3.71B
$287K ﹤0.01%
24,399
+10,799
THW
3710
abrdn World Healthcare Fund
THW
$529M
$286K ﹤0.01%
22,674
-8,730
AMRN
3711
Amarin Corp
AMRN
$285M
$285K ﹤0.01%
17,376
+2,008
IHRT icon
3712
iHeartMedia
IHRT
$677M
$284K ﹤0.01%
98,852
-8,267
GSY icon
3713
Invesco Ultra Short Duration ETF
GSY
$3.22B
$282K ﹤0.01%
5,617
-471
LGI
3714
Lazard Global Total Return & Income Fund
LGI
$229M
$282K ﹤0.01%
16,294
+1,681
BWZ icon
3715
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$368M
$282K ﹤0.01%
+10,132
DJCO icon
3716
Daily Journal
DJCO
$730M
$281K ﹤0.01%
605
FCOM icon
3717
Fidelity MSCI Communication Services Index ETF
FCOM
$1.9B
$280K ﹤0.01%
3,946
-334
ALT icon
3718
Altimmune
ALT
$415M
$280K ﹤0.01%
74,312
-39,563
NFJ
3719
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.21B
$279K ﹤0.01%
21,468
-541
HMY icon
3720
Harmony Gold Mining
HMY
$13.5B
$278K ﹤0.01%
15,342
-366
PBR.A icon
3721
Petrobras Class A
PBR.A
$73B
$277K ﹤0.01%
23,068
+302
EBS icon
3722
Emergent Biosolutions
EBS
$663M
$276K ﹤0.01%
31,273
-11,035
PSO icon
3723
Pearson
PSO
$9B
$275K ﹤0.01%
19,408
+367
ROE icon
3724
Astoria US Quality Kings ETF
ROE
$176M
$274K ﹤0.01%
+7,930
GLNG icon
3725
Golar LNG
GLNG
$3.8B
$273K ﹤0.01%
+6,765