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
PAAS icon
451
Pan American Silver
PAAS
$21.1B
$137M 0.03%
3,525,595
-513,022
KTOS icon
452
Kratos Defense & Security Solutions
KTOS
$12.1B
$136M 0.03%
1,492,448
-894,385
U icon
453
Unity
U
$19.1B
$136M 0.03%
3,388,306
-1,240,022
SMLF icon
454
iShares US Small Cap Equity Factor ETF
SMLF
$2.83B
$136M 0.03%
1,826,109
+257,905
CACI icon
455
CACI
CACI
$12.1B
$135M 0.03%
271,374
-27,241
EXC icon
456
Exelon
EXC
$44.6B
$135M 0.03%
2,999,553
+319,298
BILL icon
457
BILL Holdings
BILL
$5.5B
$135M 0.03%
2,546,171
+317,014
CCEP icon
458
Coca-Cola Europacific Partners
CCEP
$41.1B
$135M 0.03%
1,470,560
-105,214
USFD icon
459
US Foods
USFD
$17.1B
$134M 0.03%
1,750,052
-229,399
RBLX icon
460
Roblox
RBLX
$58.9B
$134M 0.03%
967,896
+419,741
STRL icon
461
Sterling Infrastructure
STRL
$9.29B
$133M 0.03%
392,734
+38,776
VOOG icon
462
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
$133M 0.03%
304,491
-1,382
XLG icon
463
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$132M 0.03%
2,296,020
+729,356
ITT icon
464
ITT
ITT
$14.9B
$131M 0.03%
734,294
-52,387
IP icon
465
International Paper
IP
$20.4B
$131M 0.03%
2,829,265
+245,426
KMB icon
466
Kimberly-Clark
KMB
$33.7B
$131M 0.03%
1,050,168
-239,400
BNDX icon
467
Vanguard Total International Bond ETF
BNDX
$72.2B
$130M 0.03%
2,631,678
+183,706
MTZ icon
468
MasTec
MTZ
$16.9B
$130M 0.03%
610,841
+55,355
VSEC icon
469
VSE Corp
VSEC
$3.92B
$129M 0.03%
775,424
-172,677
NET icon
470
Cloudflare
NET
$67.9B
$128M 0.03%
596,250
+19,689
IDCC icon
471
InterDigital
IDCC
$8.32B
$127M 0.03%
368,323
+58,660
WCN icon
472
Waste Connections
WCN
$45B
$127M 0.03%
676,824
-44,472
CRDO icon
473
Credo Technology Group
CRDO
$25B
$127M 0.03%
869,707
+37,595
ECON icon
474
Columbia Emerging Markets Consumer ETF
ECON
$240M
$126M 0.03%
+4,768,392
CIBR icon
475
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$126M 0.03%
1,661,705
+276,850