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
XSHQ icon
3726
Invesco S&P SmallCap Quality ETF
XSHQ
$256M
$270K ﹤0.01%
+6,265
KOF icon
3727
Coca-Cola Femsa
KOF
$20.2B
$268K ﹤0.01%
3,231
-755
NMI icon
3728
Nuveen Municipal Income
NMI
$103M
$266K ﹤0.01%
26,802
-2,300
GPRO icon
3729
GoPro
GPRO
$252M
$264K ﹤0.01%
124,538
-93,588
DDWM icon
3730
WisdomTree Dynamic International Equity Fund
DDWM
$1.1B
$264K ﹤0.01%
6,308
+608
JGH icon
3731
Nuveen Global High Income Fund
JGH
$292M
$262K ﹤0.01%
19,375
+3,497
PETS icon
3732
PetMed Express
PETS
$73.1M
$261K ﹤0.01%
104,173
-38,800
BUFR icon
3733
FT Vest Fund of Buffer ETFs
BUFR
$8.31B
$261K ﹤0.01%
+7,820
RIG icon
3734
Transocean
RIG
$4.44B
$260K ﹤0.01%
83,460
+57,876
DWM icon
3735
WisdomTree International Equity Fund
DWM
$640M
$260K ﹤0.01%
3,931
+189
UGA icon
3736
United States Gasoline Fund
UGA
$79M
$259K ﹤0.01%
3,105
-5,737
YORW icon
3737
York Water
YORW
$472M
$258K ﹤0.01%
8,480
-92
RWX icon
3738
SPDR Dow Jones International Real Estate ETF
RWX
$295M
$257K ﹤0.01%
9,254
-33
OPBK icon
3739
OP Bancorp
OPBK
$215M
$257K ﹤0.01%
18,456
-9,312
QS icon
3740
QuantumScape Corp
QS
$6.87B
$256K ﹤0.01%
20,769
+9,449
FTK icon
3741
Flotek Industries
FTK
$555M
$253K ﹤0.01%
17,322
-102
BCAX
3742
Bicara Therapeutics
BCAX
$961M
$252K ﹤0.01%
15,982
-108
ULST icon
3743
State Street Ultra Short Term Bond ETF
ULST
$635M
$252K ﹤0.01%
6,201
+492
CIB icon
3744
Grupo Cibest SA
CIB
$15.2B
$252K ﹤0.01%
4,855
+399
IGI
3745
Western Asset Investment Grade Defined Opportunity Trust
IGI
$98.1M
$251K ﹤0.01%
15,056
-1,284
GNK icon
3746
Genco Shipping & Trading
GNK
$803M
$251K ﹤0.01%
14,091
-385
ULBI icon
3747
Ultralife
ULBI
$97.4M
$250K ﹤0.01%
36,592
-258
KXI icon
3748
iShares Global Consumer Staples ETF
KXI
$888M
$248K ﹤0.01%
3,847
-265
PONY
3749
Pony AI Inc
PONY
$6.85B
$247K ﹤0.01%
+10,988
SPFI icon
3750
South Plains Financial
SPFI
$642M
$247K ﹤0.01%
6,382
-18,479