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
GETY icon
3976
Getty Images
GETY
$640M
-13,075
GNTY
3977
DELISTED
Guaranty Bancshares
GNTY
-10,579
GOCO icon
3978
GoHealth
GOCO
$48.3M
-19,246
GOGL
3979
DELISTED
Golden Ocean Group
GOGL
-89,907
HEES
3980
DELISTED
H&E Equipment Services
HEES
-8,909
HONE
3981
DELISTED
HarborOne Bancorp
HONE
-57,729
HUMA icon
3982
Humacyte
HUMA
$253M
-11,530
IBHE icon
3983
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$408M
-8,833
IE icon
3984
Ivanhoe Electric
IE
$2.07B
-11,004
IIIV icon
3985
i3 Verticals
IIIV
$567M
-339,681
JILL icon
3986
J. Jill
JILL
$240M
-23,475
JWN
3987
DELISTED
Nordstrom
JWN
-116,147
KGS icon
3988
Kodiak Gas Services
KGS
$3.02B
-46,887
KLTR icon
3989
Kaltura
KLTR
$209M
-12,704
LBRDA icon
3990
Liberty Broadband Class A
LBRDA
$6.65B
-3,102
LINC icon
3991
Lincoln Educational Services
LINC
$651M
-50,296
LPRO icon
3992
Open Lending Corp
LPRO
$226M
-13,317
LQDA icon
3993
Liquidia Corp
LQDA
$2.84B
-10,161
LVLU icon
3994
Lulu's Fashion Lounge
LVLU
$14.5M
-92,934
MBCN icon
3995
Middlefield Banc Corp
MBCN
$281M
-12,210
MERC icon
3996
Mercer International
MERC
$121M
-66,200
MRCC icon
3997
Monroe Capital Corp
MRCC
$139M
-13,289
MREO
3998
Mereo BioPharma
MREO
$298M
-39,030
NLOP
3999
Net Lease Office Properties
NLOP
$437M
-6,485
NNOX icon
4000
Nano X Imaging
NNOX
$293M
-19,429