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
XDEC icon
3851
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$201M
-56,653
XFOR icon
3852
X4 Pharmaceuticals
XFOR
$318M
-741
XJAN icon
3853
FT Vest US Equity Enhance & Moderate Buffer ETF January
XJAN
$64.8M
-18,748
XJUN icon
3854
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$144M
-13,981
ZVIA icon
3855
Zevia
ZVIA
$181M
-32,145
SOC icon
3856
Sable Offshore Corp
SOC
$633M
-187,593
BWIN
3857
Baldwin Insurance Group
BWIN
$2.04B
-9,807
BSCY
3858
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$345M
-10,180
EVBN
3859
DELISTED
Evans Bancorp Inc
EVBN
-10,700
BERY
3860
DELISTED
Berry Global Group, Inc.
BERY
-115,870
ENFN
3861
DELISTED
Enfusion, Inc.
ENFN
-60,263
PDCO
3862
DELISTED
Patterson Companies, Inc.
PDCO
-167,703
PYCR
3863
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
-448,590
ACCD
3864
DELISTED
Accolade Inc
ACCD
-111,224
ITCI
3865
DELISTED
Intra-Cellular Therapies Inc.
ITCI
-38,956
PTVE
3866
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
-13,507
SASR
3867
DELISTED
Sandy Spring Bancorp Inc
SASR
-7,223
CMLS
3868
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
-10,439
ASAN icon
3869
Asana
ASAN
$3.04B
-17,409
ATRC icon
3870
AtriCure
ATRC
$1.8B
-9,611
BKD icon
3871
Brookdale Senior Living
BKD
$2.65B
-28,143
CRTO icon
3872
Criteo
CRTO
$1.04B
-19,663
CWH icon
3873
Camping World
CWH
$703M
-21,615
DIN icon
3874
Dine Brands
DIN
$451M
-9,227
FJUN icon
3875
FT Vest US Equity Buffer ETF June
FJUN
$1.05B
-24,206