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
DFLV icon
3976
Dimensional US Large Cap Value ETF
DFLV
$4.61B
-6,971
DIBS icon
3977
1stdibs.com
DIBS
$217M
-13,567
DNB
3978
DELISTED
Dun & Bradstreet
DNB
-48,096
EARN
3979
Ellington Residential Mortgage REIT
EARN
$198M
-43,568
EHTH icon
3980
eHealth
EHTH
$128M
-44,399
ELEV
3981
DELISTED
Elevation Oncology
ELEV
-294,326
EMBD icon
3982
Global X Emerging Markets Bond ETF
EMBD
$287M
-9,696
ESGR
3983
DELISTED
Enstar Group
ESGR
-1,000
ESOA icon
3984
Energy Services of America
ESOA
$136M
-35,311
FHTX icon
3985
Foghorn Therapeutics
FHTX
$305M
-112,237
POWR
3986
iShares U.S. Power Infrastructure ETF
POWR
$72.6M
-8,491
FL
3987
DELISTED
Foot Locker
FL
-217,045
FNKO icon
3988
Funko
FNKO
$174M
-159,363
FRST icon
3989
Primis Financial Corp
FRST
$324M
-16,297
FTA icon
3990
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.19B
-3,451
FTGC icon
3991
First Trust Global Tactical Commodity Strategy Fund
FTGC
$1.88B
-10,294
FTXL icon
3992
First Trust Nasdaq Semiconductor ETF
FTXL
$1.34B
-2,550
FV icon
3993
First Trust Dorsey Wright Focus 5 ETF
FV
$3.69B
-4,767
FWONA icon
3994
Liberty Media Series A
FWONA
$22.1B
-10,563
FXE icon
3995
Invesco CurrencyShares Euro Currency Trust
FXE
$440M
-2,488
FXY icon
3996
Invesco CurrencyShares Japanese Yen Trust
FXY
$478M
-3,876
GCO icon
3997
Genesco
GCO
$252M
-80,253
GMS
3998
DELISTED
GMS Inc
GMS
-79,291
GOOS
3999
Canada Goose Holdings
GOOS
$1.24B
-12,389
GOSS icon
4000
Gossamer Bio
GOSS
$796M
-434,049