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
ESGE icon
751
iShares ESG Aware MSCI EM ETF
ESGE
$5.49B
$65M 0.01%
1,494,065
-28,598
KHC icon
752
Kraft Heinz
KHC
$29B
$64.9M 0.01%
2,491,597
+1,317,201
RBA icon
753
RB Global
RBA
$19.3B
$64.7M 0.01%
594,741
+3,744
QQQE icon
754
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
$64.3M 0.01%
632,908
+1,589
AFG icon
755
American Financial Group
AFG
$11.5B
$64.1M 0.01%
440,062
+15,339
IDA icon
756
Idacorp
IDA
$6.8B
$64M 0.01%
484,579
-34,803
EEM icon
757
iShares MSCI Emerging Markets ETF
EEM
$20.4B
$63.9M 0.01%
1,193,926
+306,968
BABA icon
758
Alibaba
BABA
$357B
$63.7M 0.01%
356,127
-128,657
BBY icon
759
Best Buy
BBY
$15.1B
$63.7M 0.01%
842,011
+118,112
MIDD icon
760
Middleby
MIDD
$7.44B
$63.6M 0.01%
478,290
-113,878
CPNG icon
761
Coupang
CPNG
$42.4B
$63.5M 0.01%
1,971,236
+163,255
DVY icon
762
iShares Select Dividend ETF
DVY
$20.9B
$63.3M 0.01%
445,600
-5,195
CHDN icon
763
Churchill Downs
CHDN
$8B
$62.8M 0.01%
647,438
-145,820
JAAA icon
764
Janus Henderson AAA CLO ETF
JAAA
$24.9B
$62.7M 0.01%
1,234,821
+1,192,006
HUBS icon
765
HubSpot
HUBS
$20.4B
$62.5M 0.01%
133,661
-9,690
BAX icon
766
Baxter International
BAX
$9.75B
$62.3M 0.01%
2,737,349
-4,901,280
PPA icon
767
Invesco Aerospace & Defense ETF
PPA
$6.76B
$62.3M 0.01%
400,922
+121,776
ESNT icon
768
Essent Group
ESNT
$6.41B
$62.3M 0.01%
979,423
-638,533
BAC.PRL icon
769
Bank of America Series L
BAC.PRL
$3.88B
$61.9M 0.01%
48,316
+5,023
KMPR icon
770
Kemper
KMPR
$2.39B
$61.7M 0.01%
1,195,935
-8,422
DECK icon
771
Deckers Outdoor
DECK
$14.5B
$61.6M 0.01%
608,175
+80,537
SLYV icon
772
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.2B
$61.5M 0.01%
693,161
+20,476
ESAB icon
773
ESAB
ESAB
$6.9B
$61.5M 0.01%
549,962
-23,356
SN icon
774
SharkNinja
SN
$16.3B
$61.4M 0.01%
595,385
+109,088
SIRI icon
775
SiriusXM
SIRI
$6.99B
$61.3M 0.01%
2,635,274
+119,755