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
AUB icon
776
Atlantic Union Bankshares
AUB
$5.22B
$61M 0.01%
1,729,520
-69,213
FLR icon
777
Fluor
FLR
$6.59B
$60.8M 0.01%
1,444,501
-62,941
AVA icon
778
Avista
AVA
$3.07B
$60.8M 0.01%
1,606,727
-207,087
CERT icon
779
Certara
CERT
$1.44B
$60.7M 0.01%
4,969,412
-491,218
MEDP icon
780
Medpace
MEDP
$16B
$60.7M 0.01%
117,856
+19,699
ARTY
781
iShares Future AI & Tech ETF
ARTY
$1.94B
$60.6M 0.01%
1,324,334
+608,816
ACIW icon
782
ACI Worldwide
ACIW
$4.96B
$60.4M 0.01%
1,144,127
-533,211
SONY icon
783
Sony
SONY
$151B
$60.2M 0.01%
2,083,838
+75,766
DORM icon
784
Dorman Products
DORM
$3.87B
$60.2M 0.01%
386,150
-12,399
WDFC icon
785
WD-40
WDFC
$2.74B
$60.1M 0.01%
304,233
-29,272
AX icon
786
Axos Financial
AX
$4.96B
$60.1M 0.01%
709,777
-30,875
NVR icon
787
NVR
NVR
$20.2B
$60M 0.01%
7,473
+752
VOX icon
788
Vanguard Communication Services ETF
VOX
$6.13B
$60M 0.01%
319,581
-11,533
RDDT icon
789
Reddit
RDDT
$44.2B
$59.9M 0.01%
260,307
-110,501
ITM icon
790
VanEck Intermediate Muni ETF
ITM
$2.1B
$59.7M 0.01%
1,281,231
+403,482
UTZ icon
791
Utz Brands
UTZ
$899M
$59.7M 0.01%
4,912,432
-1,172,818
TCOM icon
792
Trip.com Group
TCOM
$47.2B
$59.6M 0.01%
793,186
-111,438
ROK icon
793
Rockwell Automation
ROK
$44.4B
$59.6M 0.01%
170,391
+12,714
IWL icon
794
iShares Russell Top 200 ETF
IWL
$2B
$59.5M 0.01%
358,132
-1,061
H icon
795
Hyatt Hotels
H
$15.6B
$59.5M 0.01%
419,258
-60,895
NPKI
796
NPK International
NPKI
$1.03B
$59.4M 0.01%
5,247,637
-851,448
SHV icon
797
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$19.8B
$59.2M 0.01%
537,884
-51,570
DLTR icon
798
Dollar Tree
DLTR
$25.4B
$58.8M 0.01%
622,832
+136,629
VET icon
799
Vermilion Energy
VET
$1.24B
$58.7M 0.01%
7,512,118
+1,388,489
LVHI icon
800
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.7B
$58.7M 0.01%
1,690,259
+73,179