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
AVIR icon
3901
Atea Pharmaceuticals
AVIR
$283M
$65.6K ﹤0.01%
22,618
-11,133
BTMD icon
3902
Biote Corp
BTMD
$85M
$64.9K ﹤0.01%
21,621
-10,908
CGC
3903
Canopy Growth
CGC
$448M
$64.2K ﹤0.01%
43,944
-10,090
PLUG icon
3904
Plug Power
PLUG
$2.92B
$61.1K ﹤0.01%
26,215
-11,404
DNUT icon
3905
Krispy Kreme
DNUT
$726M
$60.9K ﹤0.01%
+15,745
ABL icon
3906
Abacus Life
ABL
$833M
$60.1K ﹤0.01%
+10,489
CIG icon
3907
CEMIG Preferred Shares
CIG
$5.81B
$58.7K ﹤0.01%
27,767
-20
ARDX icon
3908
Ardelyx
ARDX
$1.46B
$56.7K ﹤0.01%
10,298
-185
FLWS icon
3909
1-800-Flowers.com
FLWS
$263M
$55.2K ﹤0.01%
12,005
-9,209
ANRO icon
3910
Alto Neuroscience
ANRO
$618M
$54.2K ﹤0.01%
13,487
-95
VUZI icon
3911
Vuzix
VUZI
$256M
$54.1K ﹤0.01%
17,300
REPL icon
3912
Replimune Group
REPL
$791M
$51.9K ﹤0.01%
12,389
-141,823
TEAD
3913
Teads Holding Co
TEAD
$84.5M
$50.6K ﹤0.01%
30,637
-77,057
GGT
3914
Gabelli Multimedia Trust
GGT
$148M
$48.7K ﹤0.01%
+11,329
EVGO icon
3915
EVgo
EVGO
$431M
$48.6K ﹤0.01%
+10,269
REAX icon
3916
Real Brokerage
REAX
$822M
$47.2K ﹤0.01%
+11,289
RCKT icon
3917
Rocket Pharmaceuticals
RCKT
$380M
$43K ﹤0.01%
+13,200
ZJK
3918
ZJK Industrial Co Ltd
ZJK
$133M
$40.9K ﹤0.01%
12,319
-7,044
GROY icon
3919
Gold Royalty Corp
GROY
$931M
$38.6K ﹤0.01%
10,000
SKIN icon
3920
The Beauty Health Co
SKIN
$185M
$37.6K ﹤0.01%
+18,896
COOK icon
3921
Traeger
COOK
$145M
$35.6K ﹤0.01%
29,196
-93,043
ABEV icon
3922
Ambev
ABEV
$37B
$31.2K ﹤0.01%
13,980
+1,214
AKBA icon
3923
Akebia Therapeutics
AKBA
$451M
$28.9K ﹤0.01%
10,576
-166,372
BFLY icon
3924
Butterfly Network
BFLY
$998M
$25.2K ﹤0.01%
+13,043
GRWG icon
3925
GrowGeneration
GRWG
$97.5M
$22K ﹤0.01%
11,772
+50