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
GKOS icon
426
Glaukos
GKOS
$6.68B
$155M 0.04%
1,900,284
-98,968
EXE
427
Expand Energy Corp
EXE
$25.9B
$155M 0.04%
1,462,486
+176,625
CRS icon
428
Carpenter Technology
CRS
$16.3B
$155M 0.04%
631,088
+107,552
IXUS icon
429
iShares Core MSCI Total International Stock ETF
IXUS
$50.9B
$155M 0.04%
1,860,611
+92,193
HCA icon
430
HCA Healthcare
HCA
$108B
$154M 0.04%
361,406
-65,832
IWS icon
431
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
$154M 0.04%
1,102,565
-25,558
VTEB icon
432
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.8B
$153M 0.04%
3,061,078
-155,361
SE icon
433
Sea Limited
SE
$72.2B
$153M 0.04%
856,913
+252,073
PODD icon
434
Insulet
PODD
$20.4B
$153M 0.04%
494,712
+4,057
VBR icon
435
Vanguard Small-Cap Value ETF
VBR
$32.5B
$152M 0.03%
726,669
-12,350
IWV icon
436
iShares Russell 3000 ETF
IWV
$18.3B
$151M 0.03%
399,706
-50,833
HUBB icon
437
Hubbell
HUBB
$23.5B
$149M 0.03%
346,146
-5,593
MCHP icon
438
Microchip Technology
MCHP
$35.1B
$148M 0.03%
2,305,292
+170,152
AVAV icon
439
AeroVironment
AVAV
$12.1B
$148M 0.03%
469,453
-34,817
MPWR icon
440
Monolithic Power Systems
MPWR
$44.9B
$148M 0.03%
160,204
-58,773
HYG icon
441
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.6B
$147M 0.03%
1,818,659
+282,574
SCHZ icon
442
Schwab US Aggregate Bond ETF
SCHZ
$9.41B
$146M 0.03%
6,226,748
-1,223,546
TEAM icon
443
Atlassian
TEAM
$42.4B
$145M 0.03%
909,038
-103,152
IDV icon
444
iShares International Select Dividend ETF
IDV
$6.5B
$145M 0.03%
3,947,660
-164
SHW icon
445
Sherwin-Williams
SHW
$79.5B
$143M 0.03%
411,573
-166,770
SPXC icon
446
SPX Corp
SPXC
$10.1B
$141M 0.03%
756,314
-133,146
OLLI icon
447
Ollie's Bargain Outlet
OLLI
$6.62B
$141M 0.03%
1,095,419
+144,649
ONEY icon
448
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$845M
$141M 0.03%
1,242,222
-27,881
AZO icon
449
AutoZone
AZO
$56.3B
$139M 0.03%
34,262
+2,958
ONON icon
450
On Holding
ONON
$16B
$139M 0.03%
3,318,415
+1,026,804