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
SNCR icon
3826
Synchronoss Technologies
SNCR
$90M
$163K ﹤0.01%
26,740
-12,965
MGNX icon
3827
MacroGenics
MGNX
$101M
$160K ﹤0.01%
95,275
-9,476
LAR
3828
Lithium Argentina AG
LAR
$903M
$159K ﹤0.01%
47,694
-2,749
DHC
3829
Diversified Healthcare Trust
DHC
$1.21B
$158K ﹤0.01%
35,911
-39,851
IRWD icon
3830
Ironwood Pharmaceuticals
IRWD
$522M
$157K ﹤0.01%
119,969
+71,842
LAW icon
3831
CS Disco
LAW
$509M
$156K ﹤0.01%
24,118
-12,168
ORGO icon
3832
Organogenesis Holdings
ORGO
$730M
$151K ﹤0.01%
35,851
HPP
3833
Hudson Pacific Properties
HPP
$556M
$149K ﹤0.01%
54,080
+9,239
NUW icon
3834
Nuveen AMT-Free Municipal Value Fund
NUW
$259M
$149K ﹤0.01%
10,500
-1,500
RCEL icon
3835
Avita Medical
RCEL
$105M
$149K ﹤0.01%
29,072
-203
NAN icon
3836
Nuveen New York Quality Municipal Income Fund
NAN
$348M
$148K ﹤0.01%
12,950
-901
PAI
3837
Western Asset Investment Grade Income Fund
PAI
$119M
$148K ﹤0.01%
+11,536
TPVG icon
3838
TriplePoint Venture Growth BDC
TPVG
$252M
$148K ﹤0.01%
25,587
-197,896
OPK icon
3839
Opko Health
OPK
$1.01B
$148K ﹤0.01%
95,241
+481
VNDA icon
3840
Vanda Pharmaceuticals
VNDA
$404M
$147K ﹤0.01%
29,492
-39,207
WULF icon
3841
TeraWulf
WULF
$5.2B
$146K ﹤0.01%
+12,770
TDF
3842
Templeton Dragon Fund
TDF
$287M
$144K ﹤0.01%
+12,346
MMT
3843
MFS Multimarket Income Trust
MMT
$256M
$138K ﹤0.01%
28,872
+1,359
SAND
3844
DELISTED
Sandstorm Gold
SAND
$138K ﹤0.01%
10,995
SPFF icon
3845
Global X SuperIncome Preferred ETF
SPFF
$136M
$136K ﹤0.01%
+14,752
GWRS icon
3846
Global Water Resources
GWRS
$246M
$136K ﹤0.01%
13,193
-6,079
BCBP icon
3847
BCB Bancorp
BCBP
$142M
$135K ﹤0.01%
15,531
-1,157
SGU icon
3848
Star Group
SGU
$391M
$135K ﹤0.01%
11,376
TCPC icon
3849
BlackRock TCP Capital
TCPC
$450M
$133K ﹤0.01%
21,489
+109
FT
3850
Franklin Universal Trust
FT
$201M
$133K ﹤0.01%
+16,546