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
VFH icon
526
Vanguard Financials ETF
VFH
$13.4B
$112M 0.03%
850,271
+31,454
DEM icon
527
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.3B
$111M 0.03%
2,418,443
+95,924
ZS icon
528
Zscaler
ZS
$36.9B
$111M 0.03%
370,176
+51,117
BPOP icon
529
Popular Inc
BPOP
$8.32B
$111M 0.03%
870,092
-351,378
TIP icon
530
iShares TIPS Bond ETF
TIP
$14B
$110M 0.03%
987,444
-401,489
SMH icon
531
VanEck Semiconductor ETF
SMH
$36.5B
$109M 0.03%
334,173
+49,492
SUB icon
532
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$109M 0.02%
1,019,871
+29,842
DAL icon
533
Delta Air Lines
DAL
$45.8B
$108M 0.02%
1,906,743
-1,411,305
SKY icon
534
Champion Homes
SKY
$4.85B
$108M 0.02%
1,411,351
+91,989
RDNT icon
535
RadNet
RDNT
$5.52B
$108M 0.02%
1,413,734
+19,182
VEEV icon
536
Veeva Systems
VEEV
$35.9B
$108M 0.02%
361,635
+68,485
BUR icon
537
Burford Capital
BUR
$2.03B
$107M 0.02%
9,418,521
+229,979
VWOB icon
538
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.36B
$107M 0.02%
1,601,077
+484,959
XMTR icon
539
Xometry
XMTR
$3.04B
$107M 0.02%
1,964,909
+690,558
ATI icon
540
ATI
ATI
$14.9B
$107M 0.02%
1,314,923
-794,996
CASY icon
541
Casey's General Stores
CASY
$20.3B
$107M 0.02%
188,973
-24,478
AAON icon
542
Aaon
AAON
$6.09B
$106M 0.02%
1,138,606
+18,282
MOAT icon
543
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$106M 0.02%
1,069,937
-55,805
VMC icon
544
Vulcan Materials
VMC
$38.1B
$106M 0.02%
344,723
+9,225
FNDF icon
545
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$106M 0.02%
2,467,782
-335,491
IJJ icon
546
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.05B
$106M 0.02%
814,297
-18,359
JHML icon
547
John Hancock Multifactor Large Cap ETF
JHML
$1.04B
$105M 0.02%
1,345,185
+17,653
GLPI icon
548
Gaming and Leisure Properties
GLPI
$12.9B
$104M 0.02%
2,240,862
-248,505
ITUB icon
549
Itaú Unibanco
ITUB
$76.1B
$104M 0.02%
14,189,765
+5,101,806
HUT
550
Hut 8
HUT
$4.17B
$104M 0.02%
2,991,466
+504,652