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
ATI icon
376
ATI
ATI
$13.7B
$182M 0.04%
2,109,919
-807,737
SPIB icon
377
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$182M 0.04%
5,407,199
+2,537,710
RELX icon
378
RELX
RELX
$73.1B
$182M 0.04%
3,344,134
+303,002
JPST icon
379
JPMorgan Ultra-Short Income ETF
JPST
$35.1B
$182M 0.04%
3,582,584
+664,511
EME icon
380
Emcor
EME
$27.5B
$180M 0.04%
337,218
+6,976
BRX icon
381
Brixmor Property Group
BRX
$8B
$180M 0.04%
6,914,521
-76,815
VST icon
382
Vistra
VST
$60.6B
$178M 0.04%
918,626
+50,775
UPS icon
383
United Parcel Service
UPS
$81.3B
$177M 0.04%
1,755,782
+3,470
TECH icon
384
Bio-Techne
TECH
$10.1B
$177M 0.04%
3,436,966
-150,400
VCSH icon
385
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$176M 0.04%
2,227,706
+61,949
IRM icon
386
Iron Mountain
IRM
$25.5B
$176M 0.04%
1,705,824
+151,140
JMTG
387
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.31B
$176M 0.04%
+3,498,838
J icon
388
Jacobs Solutions
J
$16B
$174M 0.04%
1,326,988
+1,182,639
SCHZ icon
389
Schwab US Aggregate Bond ETF
SCHZ
$9.37B
$173M 0.04%
7,450,294
+98,660
DLN icon
390
WisdomTree US LargeCap Dividend Fund
DLN
$5.55B
$173M 0.04%
2,106,770
+677,082
APH icon
391
Amphenol
APH
$172B
$172M 0.04%
1,819,593
-453,813
LULU icon
392
lululemon athletica
LULU
$21.8B
$171M 0.04%
726,184
-22,052
FLUT icon
393
Flutter Entertainment
FLUT
$36.5B
$170M 0.04%
593,566
-20,100
IR icon
394
Ingersoll Rand
IR
$31.7B
$167M 0.04%
2,004,242
-44,999
KMB icon
395
Kimberly-Clark
KMB
$36.2B
$166M 0.04%
1,289,568
-289,978
HSIC icon
396
Henry Schein
HSIC
$8.78B
$166M 0.04%
2,266,858
+2,199,695
ADSK icon
397
Autodesk
ADSK
$64.3B
$165M 0.04%
533,392
-33,466
AVUV icon
398
Avantis US Small Cap Value ETF
AVUV
$19.5B
$165M 0.04%
1,811,693
-99,709
O icon
399
Realty Income
O
$53B
$165M 0.04%
2,858,731
+539,913
FDL icon
400
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.05B
$164M 0.04%
3,911,177
+590,206