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
RPD icon
3901
Rapid7
RPD
$1.03B
-8,525
TBPH icon
3902
Theravance Biopharma
TBPH
$1.03B
-63,731
USL icon
3903
United States 12 Month Oil Fund,
USL
$39.3M
-14,314
AD
3904
Array Digital Infrastructure
AD
$4.25B
-157,857
YEXT icon
3905
Yext
YEXT
$1.04B
-18,579
SERV
3906
Serve Robotics
SERV
$764M
-217,672
RSJN
3907
FT Vest U.S. Equity Equal Weight Buffer ETF - June
RSJN
$25.6M
-17,417
NBIS
3908
Nebius Group N.V.
NBIS
$23.9B
-1,863
TTAN
3909
ServiceTitan Inc
TTAN
$8.31B
0
MTSR
3910
DELISTED
Metsera Inc
MTSR
-10,022
BECN
3911
DELISTED
Beacon Roofing Supply, Inc.
BECN
-23,041
FBMS
3912
DELISTED
The First Bancshares, Inc.
FBMS
-6,299
SBDS
3913
Solo Brands Inc
SBDS
$13.9M
-463
NMRA icon
3914
Neumora Therapeutics
NMRA
$381M
-11,107
NOTE icon
3915
FiscalNote
NOTE
$36.9M
-14,713
SWI
3916
DELISTED
SolarWinds Corporation Common Stock
SWI
-110,565
ABVX
3917
Abivax
ABVX
$9.72B
-19,000
AEHR icon
3918
Aehr Test Systems
AEHR
$689M
-408,401
AFIF icon
3919
Anfield Universal Fixed Income ETF
AFIF
$200M
-30,301
AGL icon
3920
Agilon Health
AGL
$270M
-48,534
AGM icon
3921
Federal Agricultural Mortgage
AGM
$1.87B
-1,806
ALLO icon
3922
Allogene Therapeutics
ALLO
$328M
-244,528
AMBP icon
3923
Ardagh Metal Packaging
AMBP
$2.24B
-20,677
AMPL icon
3924
Amplitude
AMPL
$1.37B
-12,384
AMSC icon
3925
American Superconductor
AMSC
$1.4B
-68,268