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
VXF icon
726
Vanguard Extended Market ETF
VXF
$25.2B
$68.1M 0.02%
325,322
-2,556
CXT icon
727
Crane NXT
CXT
$2.71B
$68.1M 0.02%
1,015,611
-39,978
SPMB icon
728
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.54B
$68.1M 0.02%
3,040,135
+271,777
STLD icon
729
Steel Dynamics
STLD
$25.5B
$68M 0.02%
522,946
-224,437
MASI icon
730
Masimo
MASI
$7.2B
$68M 0.02%
460,951
+66,464
GRID icon
731
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$4.98B
$68M 0.02%
449,880
+135,821
BLD icon
732
TopBuild
BLD
$12B
$67.5M 0.02%
172,814
-75,491
FIVE icon
733
Five Below
FIVE
$10B
$67.4M 0.02%
435,525
-118,714
IBP icon
734
Installed Building Products
IBP
$7.21B
$67.3M 0.02%
272,753
-3,937
CMG icon
735
Chipotle Mexican Grill
CMG
$49.8B
$67.2M 0.02%
1,714,860
-1,065,284
SUSA icon
736
iShares ESG Optimized MSCI USA ETF
SUSA
$3.72B
$67M 0.02%
493,457
-96,758
KEYS icon
737
Keysight
KEYS
$34.8B
$66.6M 0.02%
380,992
+108,294
XPO icon
738
XPO
XPO
$16.3B
$66.6M 0.02%
515,091
-10,335
BMRN icon
739
BioMarin Pharmaceuticals
BMRN
$11.7B
$66.5M 0.02%
1,228,662
-932,510
XYLD icon
740
Global X S&P 500 Covered Call ETF
XYLD
$3.08B
$66.5M 0.02%
1,692,576
+229,004
EG icon
741
Everest Group
EG
$13.9B
$66.4M 0.02%
189,525
-45,458
SMG icon
742
ScottsMiracle-Gro
SMG
$3.4B
$66.4M 0.02%
1,165,367
+265,677
ACGL icon
743
Arch Capital
ACGL
$34.9B
$65.9M 0.02%
726,643
-642,005
UEC icon
744
Uranium Energy
UEC
$5.99B
$65.9M 0.02%
4,937,413
-2,442,141
FVRR icon
745
Fiverr
FVRR
$736M
$65.7M 0.02%
2,690,147
+566,636
DRI icon
746
Darden Restaurants
DRI
$22.1B
$65.6M 0.02%
344,431
+38,114
PXH icon
747
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.73B
$65.5M 0.02%
2,576,427
+226,381
HQY icon
748
HealthEquity
HQY
$8.16B
$65.4M 0.02%
690,569
-41,865
GCMG icon
749
GCM Grosvenor
GCMG
$709M
$65.3M 0.02%
5,410,180
-650,204
SPSB icon
750
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.38B
$65.3M 0.02%
2,154,296
+106,951