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
EFG icon
551
iShares MSCI EAFE Growth ETF
EFG
$9.3B
$104M 0.02%
914,390
-327,689
BILS icon
552
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.87B
$104M 0.02%
1,038,029
-95,391
IBN icon
553
ICICI Bank
IBN
$106B
$103M 0.02%
3,420,160
-660,734
CSGP icon
554
CoStar Group
CSGP
$27.5B
$103M 0.02%
1,222,534
+144,789
DLR icon
555
Digital Realty Trust
DLR
$50.8B
$103M 0.02%
627,889
+104,577
ALNY icon
556
Alnylam Pharmaceuticals
ALNY
$52.3B
$103M 0.02%
225,879
+32,230
DVN icon
557
Devon Energy
DVN
$22.4B
$103M 0.02%
2,933,326
+439,241
SFM icon
558
Sprouts Farmers Market
SFM
$7.8B
$102M 0.02%
939,640
+121,010
FLOT icon
559
iShares Floating Rate Bond ETF
FLOT
$8.94B
$102M 0.02%
1,991,221
-750,995
BN icon
560
Brookfield
BN
$100B
$101M 0.02%
2,171,246
-288,207
NTNX icon
561
Nutanix
NTNX
$13.7B
$101M 0.02%
1,361,135
+63,043
CWST icon
562
Casella Waste Systems
CWST
$6.39B
$101M 0.02%
1,066,608
-243,582
XLRE icon
563
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.34B
$101M 0.02%
2,392,845
+101,172
UCON icon
564
First Trust Smith Unconstrained Bond ETF
UCON
$3.14B
$101M 0.02%
3,996,238
+1,238,354
KMI icon
565
Kinder Morgan
KMI
$58.6B
$99.6M 0.02%
3,517,676
+358,007
LAZ icon
566
Lazard
LAZ
$4.79B
$99.4M 0.02%
1,884,093
+192,008
BCS icon
567
Barclays
BCS
$85.9B
$99.1M 0.02%
4,777,017
+4,242,360
HYSD
568
Columbia Short Duration High Yield ETF
HYSD
$106M
$99M 0.02%
4,854,850
+6,940
VNT icon
569
Vontier
VNT
$5.46B
$98.9M 0.02%
2,356,403
-531,664
RF icon
570
Regions Financial
RF
$24.1B
$98.8M 0.02%
3,743,025
+47,243
JBS
571
JBS N.V.
JBS
$15.9B
$98.3M 0.02%
6,583,073
+6,555,634
GAP
572
The Gap Inc
GAP
$10.1B
$98.2M 0.02%
4,588,800
+180,991
IGM icon
573
iShares Expanded Tech Sector ETF
IGM
$8.86B
$97.9M 0.02%
777,520
+87,324
JNK icon
574
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.58B
$97.8M 0.02%
997,875
-4,364
DKNG icon
575
DraftKings
DKNG
$17B
$97.2M 0.02%
2,600,673
-738,993