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
EWJ icon
651
iShares MSCI Japan ETF
EWJ
$15.3B
$82.6M 0.02%
1,029,895
-231,163
GDX icon
652
VanEck Gold Miners ETF
GDX
$26B
$82.3M 0.02%
1,076,826
+25,688
FOUR icon
653
Shift4
FOUR
$4.41B
$82M 0.02%
1,059,881
-261,169
JBTM
654
JBT Marel
JBTM
$8.02B
$81.8M 0.02%
582,250
+197,865
BWXT icon
655
BWX Technologies
BWXT
$16.1B
$80.8M 0.02%
437,934
-93,689
FR icon
656
First Industrial Realty Trust
FR
$7.7B
$80.8M 0.02%
1,609,787
-96,681
NVO icon
657
Novo Nordisk
NVO
$214B
$80.3M 0.02%
1,449,511
-159,969
SCHP icon
658
Schwab US TIPS ETF
SCHP
$14.5B
$80.1M 0.02%
2,981,355
+327,249
BA.PRA
659
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.02B
$79.8M 0.02%
1,149,433
+199,750
IJS icon
660
iShares S&P Small-Cap 600 Value ETF
IJS
$6.8B
$79.1M 0.02%
713,490
+40,917
TSN icon
661
Tyson Foods
TSN
$20.6B
$78.9M 0.02%
1,453,165
+132,384
NIQ
662
NIQ Global Intelligence PLC
NIQ
$4.9B
$78.8M 0.02%
+5,018,514
AR icon
663
Antero Resources
AR
$10.5B
$78.6M 0.02%
2,341,825
-40,882
WMS icon
664
Advanced Drainage Systems
WMS
$11.5B
$78.1M 0.02%
562,632
-119,769
SHAK icon
665
Shake Shack
SHAK
$3.45B
$77.8M 0.02%
830,722
-34,117
IXJ icon
666
iShares Global Healthcare ETF
IXJ
$4.46B
$77.6M 0.02%
875,680
-39,489
SOXX icon
667
iShares Semiconductor ETF
SOXX
$16.8B
$77.5M 0.02%
285,895
-15,349
ARCC icon
668
Ares Capital
ARCC
$14.3B
$77.4M 0.02%
3,792,051
-2,327
BXP icon
669
Boston Properties
BXP
$10.9B
$77.3M 0.02%
1,061,147
-63,576
TROW icon
670
T. Rowe Price
TROW
$22.5B
$77.3M 0.02%
873,092
+45,845
IUSG icon
671
iShares Core S&P US Growth ETF
IUSG
$26.1B
$76.8M 0.02%
465,894
+6,496
PSTG icon
672
Pure Storage
PSTG
$22.8B
$76.7M 0.02%
910,544
+130,050
ERII icon
673
Energy Recovery
ERII
$745M
$76.6M 0.02%
4,966,296
-434,748
UGI icon
674
UGI
UGI
$8.18B
$76.1M 0.02%
2,286,699
-185,429
CC icon
675
Chemours
CC
$1.77B
$76M 0.02%
4,796,153
+580,089