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
CRBU icon
3801
Caribou Biosciences
CRBU
$155M
$199K ﹤0.01%
85,354
-223,601
KEP icon
3802
Korea Electric Power
KEP
$21.5B
$198K ﹤0.01%
15,151
+1,953
ONTF icon
3803
ON24
ONTF
$244M
$197K ﹤0.01%
34,430
-5,439
UMC icon
3804
United Microelectronic
UMC
$20.1B
$196K ﹤0.01%
25,851
-4,723
LAND
3805
Gladstone Land Corp
LAND
$326M
$196K ﹤0.01%
21,381
+1,066
CIFR icon
3806
Cipher Mining
CIFR
$6.29B
$196K ﹤0.01%
15,545
+5,460
DJT icon
3807
Trump Media & Technology Group
DJT
$3.91B
$192K ﹤0.01%
11,719
-271
BWG
3808
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$142M
$192K ﹤0.01%
22,141
-2,629
SBSW icon
3809
Sibanye-Stillwater
SBSW
$10.9B
$192K ﹤0.01%
17,096
+1,178
FAX
3810
abrdn Asia-Pacific Income Fund
FAX
$632M
$189K ﹤0.01%
+11,606
CGAU
3811
Centerra Gold
CGAU
$3.03B
$188K ﹤0.01%
17,530
-1,580
ZIM icon
3812
ZIM Integrated Shipping Services
ZIM
$2.53B
$186K ﹤0.01%
13,759
-32,328
COMM icon
3813
CommScope
COMM
$4.02B
$186K ﹤0.01%
+12,027
ALDX icon
3814
Aldeyra Therapeutics
ALDX
$304M
$185K ﹤0.01%
35,409
+9,146
ZH
3815
Zhihu
ZH
$297M
$183K ﹤0.01%
36,088
+11,082
BGR icon
3816
BlackRock Energy and Resources Trust
BGR
$343M
$180K ﹤0.01%
13,294
+39
BIOA
3817
BioAge Labs
BIOA
$474M
$179K ﹤0.01%
30,463
-13,571
MOMO
3818
Hello Group
MOMO
$1.04B
$178K ﹤0.01%
24,001
+347
UWMC icon
3819
UWM Holdings
UWMC
$1.24B
$177K ﹤0.01%
28,865
+9,771
TFSL icon
3820
TFS Financial
TFSL
$3.94B
$174K ﹤0.01%
13,202
+1,147
PSEC icon
3821
Prospect Capital
PSEC
$1.15B
$172K ﹤0.01%
53,618
-7,041
LUNR icon
3822
Intuitive Machines
LUNR
$1.97B
$171K ﹤0.01%
16,292
-9,767
EAD
3823
Allspring Income Opportunities Fund
EAD
$401M
$171K ﹤0.01%
24,336
-28,764
TIC
3824
TIC Solutions Inc
TIC
$2.32B
$167K ﹤0.01%
+12,518
NVAX icon
3825
Novavax
NVAX
$1.1B
$165K ﹤0.01%
19,085
-5