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
GRFS icon
3876
Grifois
GRFS
$6.14B
$101K ﹤0.01%
10,149
-307
BTA icon
3877
BlackRock Long-Term Municipal Advantage Trust
BTA
$126M
$96K ﹤0.01%
10,020
-948
TRTX
3878
TPG RE Finance Trust
TRTX
$713M
$93.3K ﹤0.01%
10,646
+451
BHR
3879
Braemar Hotels & Resorts
BHR
$196M
$93.2K ﹤0.01%
+34,122
MNKD icon
3880
MannKind Corp
MNKD
$1.82B
$91.6K ﹤0.01%
17,055
+5,300
GAB icon
3881
Gabelli Equity Trust
GAB
$1.9B
$91.1K ﹤0.01%
14,959
+1,354
SSL icon
3882
Sasol
SSL
$4.1B
$87.6K ﹤0.01%
+14,080
IOVA icon
3883
Iovance Biotherapeutics
IOVA
$1.14B
$83.6K ﹤0.01%
+38,515
WIT icon
3884
Wipro
WIT
$30.5B
$83.1K ﹤0.01%
31,613
-648
RZLV
3885
Rezolve AI
RZLV
$975M
$81.5K ﹤0.01%
+16,360
SVC
3886
Service Properties Trust
SVC
$291M
$80.4K ﹤0.01%
29,656
ZNTL icon
3887
Zentalis Pharmaceuticals
ZNTL
$99.7M
$79.4K ﹤0.01%
52,572
-38,623
KYTX icon
3888
Kyverna Therapeutics
KYTX
$536M
$77.3K ﹤0.01%
+12,882
ICL icon
3889
ICL Group
ICL
$6.91B
$77K ﹤0.01%
12,380
+1,188
IBRX icon
3890
ImmunityBio
IBRX
$2.11B
$77K ﹤0.01%
31,297
+1,267
MITT
3891
AG Mortgage Investment Trust
MITT
$284M
$76.4K ﹤0.01%
+10,544
ARKK icon
3892
ARK Innovation ETF
ARKK
$7.62B
$76.2K ﹤0.01%
+883
CLPR
3893
Clipper Realty
CLPR
$54.4M
$75.4K ﹤0.01%
19,847
+734
QUAD icon
3894
Quad
QUAD
$327M
$75.3K ﹤0.01%
+12,035
LESL icon
3895
Leslie's
LESL
$15.4M
$74.6K ﹤0.01%
13,559
-6,837
ARAY icon
3896
Accuray
ARAY
$97.4M
$72.8K ﹤0.01%
+43,582
CYH icon
3897
Community Health Systems
CYH
$445M
$70.8K ﹤0.01%
22,049
-2,832
DHY
3898
Credit Suisse High Yield Credit Fund
DHY
$207M
$70K ﹤0.01%
33,958
-3,126
GUT
3899
Gabelli Utility Trust
GUT
$538M
$69.9K ﹤0.01%
+11,517
TKC icon
3900
Turkcell
TKC
$5.06B
$67.1K ﹤0.01%
+11,146