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
ALX
3951
Alexander's
ALX
$1.11B
-5,400
OSG
3952
Octave Specialty Group
OSG
$354M
-164,805
AMED
3953
DELISTED
Amedisys
AMED
-43,470
ANSS
3954
DELISTED
Ansys
ANSS
-80,301
ARCT icon
3955
Arcturus Therapeutics
ARCT
$185M
-72,252
ASM
3956
Avino Silver & Gold Mines
ASM
$1.06B
-237,400
AVDX
3957
DELISTED
AvidXchange
AVDX
-51,600
AZEK
3958
DELISTED
The AZEK Co
AZEK
-84,070
BARK icon
3959
BARK
BARK
$111M
-234,793
BBSI icon
3960
Barrett Business Services
BBSI
$926M
-33,338
BCAL icon
3961
Southern California Bancorp
BCAL
$615M
-38,400
BPMC
3962
DELISTED
Blueprint Medicines
BPMC
-18,199
BRKL
3963
DELISTED
Brookline Bancorp
BRKL
-780,019
BRT
3964
BRT Apartments
BRT
$275M
-16,404
BRY
3965
DELISTED
Berry Corp
BRY
-234,564
BSMT icon
3966
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$224M
-65,960
CCB icon
3967
Coastal Financial
CCB
$1.76B
-14,503
CERS icon
3968
Cerus
CERS
$396M
-187,300
CHPT icon
3969
ChargePoint
CHPT
$169M
-762
CHX
3970
DELISTED
ChampionX
CHX
-194,687
CLOU icon
3971
Global X Cloud Computing ETF
CLOU
$273M
-10,431
CRGX
3972
DELISTED
CARGO Therapeutics
CRGX
-79,135
CSWC icon
3973
Capital Southwest
CSWC
$1.25B
-69,501
CTLP icon
3974
Cantaloupe
CTLP
$784M
-11,784
DFE icon
3975
WisdomTree Europe SmallCap Dividend Fund
DFE
$166M
-2,997