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
GSIE icon
4001
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.9B
-10,705
HBM icon
4002
Hudbay
HBM
$7.87B
-19,802
HES
4003
DELISTED
Hess
HES
-557,466
HGTY icon
4004
Hagerty
HGTY
$1.36B
-32,968
HNW
4005
DELISTED
Pioneer Diversified High Income Fund
HNW
-203,555
ICSH icon
4006
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.72B
-6,971
IGA
4007
Voya Global Advantage and Premium Opportunity Fund
IGA
$151M
-36,250
IMVT icon
4008
Immunovant
IMVT
$5.42B
-23,553
INFA
4009
DELISTED
Informatica
INFA
-113,297
ITOS
4010
DELISTED
iTeos Therapeutics
ITOS
-207,787
JNPR
4011
DELISTED
Juniper Networks
JNPR
-139,788
JPI
4012
DELISTED
Nuveen Preferred Securities & Income Opportunities Fund
JPI
-46,108
KLG
4013
DELISTED
WK Kellogg Co
KLG
-259,522
LASR icon
4014
nLIGHT
LASR
$2B
-55,705
LCID icon
4015
Lucid Motors
LCID
$3.83B
-2,978
LCTX icon
4016
Lineage Cell Therapeutics
LCTX
$387M
-23,500
LI icon
4017
Li Auto
LI
$17B
-7,815
LILAK icon
4018
Liberty Latin America Class C
LILAK
$1.53B
-78,309
MATV icon
4019
Mativ Holdings
MATV
$676M
-30,463
MAV
4020
DELISTED
Pioneer Municipal High Income Advantage Fund
MAV
-11,791
MAX icon
4021
MediaAlpha
MAX
$723M
-28,470
MLNK
4022
DELISTED
MeridianLink
MLNK
-41,738
MOFG icon
4023
MidWestOne Financial Group
MOFG
$810M
-41,600
MSGE icon
4024
Madison Square Garden
MSGE
$2.57B
-40,030
NATH icon
4025
Nathan's Famous
NATH
$383M
-10,279