Ameriprise

Ameriprise Portfolio holdings

AUM $406B
 

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 Return
+12.28%
1 Year Return
+20.64%
3 Year Return
+85.17%
5 Year Return
+151.66%
10 Year Return
+378.7%
AUM
$406B
AUM Growth
+$406B
Cap. Flow
+$1.74B
Cap. Flow %
0.43%
Top 10 Hldgs %
21.35%
Holding
4,139
New
144
Increased
1,840
Reduced
1,820
Closed
198

Sector Composition

1 Technology 25.11%
2 Financials 11.83%
3 Industrials 8.16%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
APLD icon
3926
Applied Digital
APLD
$4.19B
-62,782 Closed -$353K
APPN icon
3927
Appian
APPN
$2.28B
-8,206 Closed -$236K
APTV icon
3928
Aptiv
APTV
$17.3B
-119,812 Closed -$7.24M
ARAY icon
3929
Accuray
ARAY
$157M
-93,142 Closed -$167K
ARKK icon
3930
ARK Innovation ETF
ARKK
$7.32B
-8,010 Closed -$381K
ARRY icon
3931
Array Technologies
ARRY
$1.38B
-45,833 Closed -$223K
ASAN icon
3932
Asana
ASAN
$3.44B
-17,409 Closed -$254K
ASPN icon
3933
Aspen Aerogels
ASPN
$563M
-548,110 Closed -$3.5M
ATRC icon
3934
AtriCure
ATRC
$1.84B
-9,611 Closed -$310K
BATRK icon
3935
Atlanta Braves Holdings Series B
BATRK
$2.82B
-144,675 Closed -$5.79M
BBAI icon
3936
BigBear.ai
BBAI
$1.88B
-18,310 Closed -$52.4K
CMRC
3937
Commerce.com, Inc. Series 1 Common Stock
CMRC
$375M
-10,506 Closed -$60.5K
BKD icon
3938
Brookdale Senior Living
BKD
$1.83B
-28,143 Closed -$176K
BKHY icon
3939
BNY Mellon High Yield Beta ETF
BKHY
$364M
-8,651 Closed -$412K
BLND icon
3940
Blend Labs
BLND
$939M
-38,755 Closed -$130K
BLTE
3941
Belite Bio
BLTE
$2.07B
-3,075 Closed -$204K
BRCC icon
3942
BRC Inc
BRCC
$176M
-14,652 Closed -$30.6K
BUFR icon
3943
FT Vest Fund of Buffer ETFs
BUFR
$7.29B
-8,394 Closed -$249K
BYND icon
3944
Beyond Meat
BYND
$192M
-16,056 Closed -$49K
CDLX icon
3945
Cardlytics
CDLX
$54.3M
-12,329 Closed -$22.4K
CLPT icon
3946
ClearPoint Neuro
CLPT
$298M
-13,861 Closed -$165K
CNTA
3947
Centessa Pharmaceuticals
CNTA
$2.25B
-40,868 Closed -$588K
COGT icon
3948
Cogent Biosciences
COGT
$1.69B
-18,165 Closed -$109K
CRAI icon
3949
CRA International
CRAI
$1.28B
-1,326 Closed -$230K
CRTO icon
3950
Criteo
CRTO
$1.3B
-19,663 Closed -$696K