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
NOA
4001
North American Construction
NOA
$417M
-25,834
NRDY icon
4002
Nerdy
NRDY
$165M
-10,278
NUS icon
4003
Nu Skin
NUS
$482M
-22,653
NVCR icon
4004
NovoCure
NVCR
$1.43B
-22,118
NVTS icon
4005
Navitas Semiconductor
NVTS
$2.01B
-1,704,674
OCGN icon
4006
Ocugen
OCGN
$387M
-38,102
PAM icon
4007
Pampa Energía
PAM
$4.87B
-2,612
PAR icon
4008
PAR Technology
PAR
$1.4B
-4,742
PEB.PRF icon
4009
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$112M
-12,357
PRAX icon
4010
Praxis Precision Medicines
PRAX
$4.91B
-5,408
PSNY icon
4011
Gores Guggenheim
PSNY
$1.18B
-12,186
QIPT
4012
Quipt Home Medical
QIPT
$106M
-63,953
QJUN icon
4013
FT Vest Growth-100 Buffer ETF June
QJUN
$572M
-26,105
RCKT icon
4014
Rocket Pharmaceuticals
RCKT
$370M
-12,384
RDUS
4015
DELISTED
Radius Recycling
RDUS
-1,769,954
REAX icon
4016
Real Brokerage
REAX
$841M
-13,153
RRR icon
4017
Red Rock Resorts
RRR
$3.51B
-152,827
SANA icon
4018
Sana Biotechnology
SANA
$1.15B
-19,729
SAVA icon
4019
Cassava Sciences
SAVA
$157M
-15,374
SBGI icon
4020
Sinclair Inc
SBGI
$1.1B
-11,877
SDVY icon
4021
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.24B
-13,151
SEMI icon
4022
Columbia Seligman Semiconductor and Technology ETF
SEMI
$32.2M
-540,600
SGHC icon
4023
SGHC Ltd
SGHC
$5.48B
-19,528
SHYF
4024
DELISTED
The Shyft Group
SHYF
-36,484
SJT
4025
San Juan Basin Royalty Trust
SJT
$262M
-20,464