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
DIBS icon
3826
1stdibs.com
DIBS
$209M
$37.3K ﹤0.01%
13,567
-673
ORGN icon
3827
Origin Materials
ORGN
$71.4M
$36.4K ﹤0.01%
75,387
+39,856
ABUS icon
3828
Arbutus Biopharma
ABUS
$848M
$35.4K ﹤0.01%
11,440
-7,361
IRWD icon
3829
Ironwood Pharmaceuticals
IRWD
$569M
$34.5K ﹤0.01%
48,127
-1,494
VERI icon
3830
Veritone
VERI
$400M
$31.1K ﹤0.01%
24,680
-406
ABEV icon
3831
Ambev
ABEV
$39.6B
$30.8K ﹤0.01%
12,766
+1,911
ANRO icon
3832
Alto Neuroscience
ANRO
$430M
$29.9K ﹤0.01%
13,582
-1,687
CBAT icon
3833
CBAK Energy Technology
CBAT
$80.7M
$23.6K ﹤0.01%
19,999
GROY icon
3834
Gold Royalty Corp
GROY
$866M
$22.1K ﹤0.01%
10,000
LCTX icon
3835
Lineage Cell Therapeutics
LCTX
$405M
$21.3K ﹤0.01%
23,500
-23,397
SNAL icon
3836
Snail Inc
SNAL
$33.2M
$20K ﹤0.01%
14,600
-500
ALEC icon
3837
Alector
ALEC
$145M
$19.8K ﹤0.01%
14,135
+3,449
TLRY icon
3838
Tilray
TLRY
$943M
$19.2K ﹤0.01%
46,248
-10,260
OXBR icon
3839
Oxbridge Re Holdings
OXBR
$10.7M
$17.4K ﹤0.01%
10,000
WOLF icon
3840
Wolfspeed
WOLF
$525M
$13.1K ﹤0.01%
32,782
-351,322
MPTI.WS
3841
M-tron Industries Warrants
MPTI.WS
$2.33M
$11.2K ﹤0.01%
+10,778
GRWG icon
3842
GrowGeneration
GRWG
$92.8M
$11K ﹤0.01%
11,722
-525
CHPT icon
3843
ChargePoint
CHPT
$191M
$10.7K ﹤0.01%
762
-1,679
RVP icon
3844
Retractable Technologies
RVP
$24.8M
$9.21K ﹤0.01%
14,400
-1,000
GORO icon
3845
Gold Resource Corp
GORO
$127M
$8.85K ﹤0.01%
14,514
SCD.RT
3846
DELISTED
LMP Capital and Income Fund Inc. Rights (expiring July 11, 2025)
SCD.RT
$1.54K ﹤0.01%
+21,720
WLFC icon
3847
Willis Lease Finance
WLFC
$836M
-5,092
WULF icon
3848
TeraWulf
WULF
$6.49B
-33,403
WVE icon
3849
Wave Life Sciences
WVE
$1.3B
-10,830
X
3850
DELISTED
US Steel
X
-335,865