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
INVH icon
601
Invitation Homes
INVH
$16.8B
$91.8M 0.02%
3,310,459
+177,859
FTV icon
602
Fortive
FTV
$17.4B
$91.6M 0.02%
1,870,554
+859,156
ESRT icon
603
Empire State Realty Trust
ESRT
$1.14B
$91.3M 0.02%
11,934,145
+1,153,446
FTAI icon
604
FTAI Aviation
FTAI
$16.9B
$91.2M 0.02%
546,765
+102,187
XMMO icon
605
Invesco S&P MidCap Momentum ETF
XMMO
$5.05B
$91.1M 0.02%
672,967
+22,735
FANG icon
606
Diamondback Energy
FANG
$42.1B
$91.1M 0.02%
636,669
+47,544
SCHX icon
607
Schwab US Large- Cap ETF
SCHX
$63B
$91M 0.02%
3,453,050
+127,217
FTCS icon
608
First Trust Capital Strength ETF
FTCS
$8.16B
$90.9M 0.02%
971,297
-4,653
ROP icon
609
Roper Technologies
ROP
$48.5B
$90.8M 0.02%
182,121
-19,097
VHT icon
610
Vanguard Health Care ETF
VHT
$17.3B
$90.7M 0.02%
346,514
-35,233
CELH icon
611
Celsius Holdings
CELH
$10.7B
$90.7M 0.02%
1,576,813
-893,275
F icon
612
Ford
F
$53.1B
$90.2M 0.02%
7,537,311
+682,526
BJ icon
613
BJs Wholesale Club
BJ
$12.4B
$90M 0.02%
964,983
-12,207
SLYG icon
614
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.67B
$90M 0.02%
953,998
-45,349
HAS icon
615
Hasbro
HAS
$11.5B
$90M 0.02%
1,186,032
+26,153
ADPT icon
616
Adaptive Biotechnologies
ADPT
$2.52B
$89.3M 0.02%
5,971,706
+2,731,648
OUSM icon
617
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$917M
$89.3M 0.02%
1,992,713
+351,024
VOT icon
618
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$89.2M 0.02%
303,699
+9,446
LNG icon
619
Cheniere Energy
LNG
$40.9B
$89.1M 0.02%
379,627
+6,966
PDD icon
620
Pinduoduo
PDD
$150B
$88.9M 0.02%
672,951
+38,179
BSV icon
621
Vanguard Short-Term Bond ETF
BSV
$41.4B
$88.9M 0.02%
1,128,745
+6,996
VGK icon
622
Vanguard FTSE Europe ETF
VGK
$28.9B
$88.4M 0.02%
1,107,840
-39,236
COIN icon
623
Coinbase
COIN
$64.5B
$88.1M 0.02%
260,894
-18,047
LAMR icon
624
Lamar Advertising Co
LAMR
$13.1B
$87.4M 0.02%
713,631
-99,145
GIS icon
625
General Mills
GIS
$26B
$87.1M 0.02%
1,728,298
-4,418,986