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
GNK icon
3726
Genco Shipping & Trading
GNK
$818M
$189K ﹤0.01%
14,476
+505
IHRT icon
3727
iHeartMedia
IHRT
$590M
$189K ﹤0.01%
107,119
-173,554
PX icon
3728
P10
PX
$1.03B
$188K ﹤0.01%
18,434
-114,771
KEP icon
3729
Korea Electric Power
KEP
$23.4B
$188K ﹤0.01%
13,198
+2,877
CLBT icon
3730
Cellebrite
CLBT
$4.12B
$187K ﹤0.01%
11,672
-73,310
PDBC icon
3731
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.52B
$183K ﹤0.01%
14,007
-1,604
SGC icon
3732
Superior Group of Companies
SGC
$155M
$182K ﹤0.01%
17,708
+1,021
BIOA
3733
BioAge Labs
BIOA
$340M
$182K ﹤0.01%
+44,034
SWIM icon
3734
Latham Group
SWIM
$834M
$180K ﹤0.01%
28,136
-104,967
TLK icon
3735
Telkom Indonesia
TLK
$21.3B
$178K ﹤0.01%
+10,491
FRST icon
3736
Primis Financial Corp
FRST
$277M
$177K ﹤0.01%
16,297
+416
BGR icon
3737
BlackRock Energy and Resources Trust
BGR
$354M
$176K ﹤0.01%
13,255
+679
FINV
3738
FinVolution Group
FINV
$1.26B
$174K ﹤0.01%
18,385
+4,968
LBTYA icon
3739
Liberty Global Class A
LBTYA
$3.84B
$174K ﹤0.01%
17,411
-199,579
NIM icon
3740
Nuveen Select Maturities Municipal Fund
NIM
$117M
$172K ﹤0.01%
18,950
-2,100
LESL icon
3741
Leslie's
LESL
$27.6M
$171K ﹤0.01%
20,396
+19,652
BMBL icon
3742
Bumble
BMBL
$400M
$170K ﹤0.01%
25,769
-1,281,789
GPRO icon
3743
GoPro
GPRO
$260M
$165K ﹤0.01%
218,126
-85
TCPC icon
3744
BlackRock TCP Capital
TCPC
$509M
$165K ﹤0.01%
21,380
-223
FLNC icon
3745
Fluence Energy
FLNC
$2.58B
$164K ﹤0.01%
24,500
-401,863
NUW icon
3746
Nuveen AMT-Free Municipal Value Fund
NUW
$254M
$164K ﹤0.01%
+12,000
NOTV icon
3747
Inotiv
NOTV
$31.8M
$163K ﹤0.01%
89,360
-9,900
PRTH icon
3748
Priority Technology Holdings
PRTH
$479M
$159K ﹤0.01%
20,454
-74,757
PKST
3749
Peakstone Realty Trust
PKST
$503M
$159K ﹤0.01%
12,010
-4,229
MYN icon
3750
BlackRock MuniYield New York Quality Fund
MYN
$385M
$159K ﹤0.01%
16,667