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
LAW icon
3751
CS Disco
LAW
$447M
$159K ﹤0.01%
36,286
+1,354
NAN icon
3752
Nuveen New York Quality Municipal Income Fund
NAN
$359M
$158K ﹤0.01%
13,851
+49
TFSL icon
3753
TFS Financial
TFSL
$4B
$156K ﹤0.01%
+12,055
NN icon
3754
NextNav
NN
$1.92B
$156K ﹤0.01%
10,260
-8,067
RCEL icon
3755
Avita Medical
RCEL
$113M
$155K ﹤0.01%
29,275
-4,047
PL icon
3756
Planet Labs
PL
$3.66B
$154K ﹤0.01%
+25,275
BCAX
3757
Bicara Therapeutics
BCAX
$1.02B
$149K ﹤0.01%
+16,090
NXC icon
3758
Nuveen CA Select Tax-Free Income Portfolio
NXC
$85.2M
$142K ﹤0.01%
10,792
-16,357
BCBP icon
3759
BCB Bancorp
BCBP
$138M
$141K ﹤0.01%
16,688
+3,327
LBTYK icon
3760
Liberty Global Class C
LBTYK
$3.87B
$140K ﹤0.01%
13,600
-74
NXJ icon
3761
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$525M
$140K ﹤0.01%
12,339
+521
GOOS
3762
Canada Goose Holdings
GOOS
$1.36B
$139K ﹤0.01%
+12,389
SVM
3763
Silvercorp Metals
SVM
$1.72B
$139K ﹤0.01%
32,840
CGAU
3764
Centerra Gold
CGAU
$2.68B
$138K ﹤0.01%
19,110
SGU icon
3765
Star Group
SGU
$403M
$133K ﹤0.01%
11,376
-26
XIFR
3766
XPLR Infrastructure LP
XIFR
$895M
$132K ﹤0.01%
16,067
-1,195
ORGO icon
3767
Organogenesis Holdings
ORGO
$657M
$131K ﹤0.01%
35,851
-35,187
BTMD icon
3768
Biote Corp
BTMD
$83.1M
$131K ﹤0.01%
32,529
+2,737
CTLP icon
3769
Cantaloupe
CTLP
$786M
$130K ﹤0.01%
11,784
-52,654
MMT
3770
MFS Multimarket Income Trust
MMT
$258M
$129K ﹤0.01%
27,513
+5,161
CLM icon
3771
Cornerstone Strategic Value Fund
CLM
$2.35B
$129K ﹤0.01%
15,916
-255
MGNX icon
3772
MacroGenics
MGNX
$96.8M
$127K ﹤0.01%
104,751
+52,326
RMTI icon
3773
Rockwell Medical
RMTI
$39.2M
$126K ﹤0.01%
148,300
-90
ENTA icon
3774
Enanta Pharmaceuticals
ENTA
$408M
$126K ﹤0.01%
16,624
-18,749
OPK icon
3775
Opko Health
OPK
$1.04B
$125K ﹤0.01%
94,760
+669