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
HBAN icon
801
Huntington Bancshares
HBAN
$27.9B
$58.7M 0.01%
3,396,606
-20,229
NOBL icon
802
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$58.6M 0.01%
569,018
-58,999
EMBJ
803
Embraer S.A. ADS
EMBJ
$11.5B
$58.6M 0.01%
970,129
+166,489
VEU icon
804
Vanguard FTSE All-World ex-US ETF
VEU
$52.5B
$58.5M 0.01%
819,419
+89,692
FE icon
805
FirstEnergy
FE
$25.6B
$58.1M 0.01%
1,267,693
-1,812,149
CCJ icon
806
Cameco
CCJ
$39.2B
$58.1M 0.01%
687,152
-1,454,302
HPE.PRC
807
Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC
$2.01B
$58.1M 0.01%
848,141
+54,700
RSI icon
808
Rush Street Interactive
RSI
$1.91B
$57.8M 0.01%
2,822,991
+2,496,109
FSS icon
809
Federal Signal
FSS
$6.84B
$57.6M 0.01%
484,125
-24,040
DEC
810
Diversified Energy Company
DEC
$1.07B
$57.6M 0.01%
+4,108,991
EQH icon
811
Equitable Holdings
EQH
$13.8B
$57.3M 0.01%
1,129,330
+224,244
TRMB icon
812
Trimble
TRMB
$19.2B
$57.3M 0.01%
701,525
-292,850
RVMD icon
813
Revolution Medicines
RVMD
$15.2B
$57.2M 0.01%
1,224,759
-119,701
TTE icon
814
TotalEnergies
TTE
$141B
$57.2M 0.01%
957,958
-89,729
VFLO icon
815
VictoryShares Free Cash Flow ETF
VFLO
$5.47B
$57.1M 0.01%
1,521,664
+525,089
PAAA icon
816
PGIM AAA CLO ETF
PAAA
$5.52B
$57M 0.01%
+1,107,718
VTWO icon
817
Vanguard Russell 2000 ETF
VTWO
$13.9B
$56.9M 0.01%
580,879
-8,671
MUST icon
818
Columbia Multi-Sector Municipal Income ETF
MUST
$517M
$56.8M 0.01%
2,764,341
+165,244
SSD icon
819
Simpson Manufacturing
SSD
$6.92B
$56.6M 0.01%
337,901
-101,299
VPU icon
820
Vanguard Utilities ETF
VPU
$7.71B
$56.4M 0.01%
297,342
+12,566
OWL icon
821
Blue Owl Capital
OWL
$10.2B
$56.4M 0.01%
3,376,685
+737,830
CCI icon
822
Crown Castle
CCI
$37.5B
$56.2M 0.01%
582,372
-34,821
PSX icon
823
Phillips 66
PSX
$51.9B
$56.1M 0.01%
412,398
-8,011
KVUE icon
824
Kenvue
KVUE
$32.6B
$55.8M 0.01%
3,437,657
-918,034
WPC icon
825
W.P. Carey
WPC
$14.2B
$55.8M 0.01%
824,762
+40,429