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
FSCO
3876
FS Credit Opportunities Corp
FSCO
$1.23B
-12,744
GJUN icon
3877
FT Vest US Equity Moderate Buffer ETF June
GJUN
$336M
-27,800
GTLS.PRB icon
3878
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
$580M
-305,928
IFGL icon
3879
iShares International Developed Real Estate ETF
IFGL
$85.5M
-38,667
IOVA icon
3880
Iovance Biotherapeutics
IOVA
$981M
-42,527
JAMF icon
3881
Jamf
JAMF
$1.72B
-11,554
JSI icon
3882
Janus Henderson Securitized Income ETF
JSI
$1.31B
-5,590
KNG icon
3883
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.56B
-7,639
LLYVK icon
3884
Liberty Live Group Series C
LLYVK
$7.28B
-36,334
LNZA icon
3885
LanzaTech
LNZA
$33M
-146
LSEA
3886
DELISTED
Landsea Homes
LSEA
-111,191
LWLG icon
3887
Lightwave Logic
LWLG
$580M
-16,711
MAPS icon
3888
WM Technology
MAPS
$91.4M
-11,231
MCFT icon
3889
MasterCraft Boat Holdings
MCFT
$301M
-23,220
MNMD icon
3890
MindMed
MNMD
$1.23B
-15,048
MSB
3891
Mesabi Trust
MSB
$428M
-7,575
MVIS icon
3892
Microvision
MVIS
$288M
-16,932
NKTR icon
3893
Nektar Therapeutics
NKTR
$1.33B
-20,629
OCSL icon
3894
Oaktree Specialty Lending
OCSL
$1.22B
-19,338
PKX icon
3895
POSCO
PKX
$16.1B
-4,395
PMVP icon
3896
PMV Pharmaceuticals
PMVP
$70.2M
-18,007
PRCH icon
3897
Porch Group
PRCH
$1.02B
-10,351
PROK icon
3898
ProKidney
PROK
$314M
-11,388
RICK icon
3899
RCI Hospitality Holdings
RICK
$212M
-5,367
ROOT icon
3900
Root
ROOT
$1.25B
-1,575