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
COLB icon
826
Columbia Banking Systems
COLB
$8.63B
$55.5M 0.01%
2,157,616
+350,936
IXN icon
827
iShares Global Tech ETF
IXN
$6.51B
$55.4M 0.01%
536,486
-4,436
HOLX icon
828
Hologic
HOLX
$16.7B
$55.1M 0.01%
815,923
-1,125,831
EXR icon
829
Extra Space Storage
EXR
$27.6B
$55M 0.01%
410,741
+48,412
VKTX icon
830
Viking Therapeutics
VKTX
$3.98B
$55M 0.01%
2,092,840
+616,526
EQWL icon
831
Invesco S&P 100 Equal Weight ETF
EQWL
$1.95B
$54.6M 0.01%
475,654
+31,244
COCO icon
832
Vita Coco
COCO
$3.05B
$54.5M 0.01%
1,282,310
+737,823
DXCM icon
833
DexCom
DXCM
$25.8B
$54.4M 0.01%
808,714
+395,609
GWW icon
834
W.W. Grainger
GWW
$48.7B
$54.4M 0.01%
57,102
-10,804
MTD icon
835
Mettler-Toledo International
MTD
$28.7B
$54.3M 0.01%
44,199
-16,336
CPRT icon
836
Copart
CPRT
$37.8B
$54.1M 0.01%
1,204,211
-311,039
NUE icon
837
Nucor
NUE
$36.4B
$53.9M 0.01%
397,586
-55,619
RYAN icon
838
Ryan Specialty Holdings
RYAN
$6.81B
$53.8M 0.01%
955,387
-27,654
OKE icon
839
Oneok
OKE
$45.1B
$53.8M 0.01%
737,202
-5,226
VC icon
840
Visteon
VC
$2.72B
$53.7M 0.01%
447,799
+76,882
LRGF icon
841
iShares US Equity Factor ETF
LRGF
$3B
$53.7M 0.01%
776,576
+372
KTB icon
842
Kontoor Brands
KTB
$3.56B
$53.5M 0.01%
670,616
-321,734
LULU icon
843
lululemon athletica
LULU
$24.6B
$53.5M 0.01%
301,332
-424,852
VIGI icon
844
Vanguard International Dividend Appreciation ETF
VIGI
$8.99B
$53.3M 0.01%
595,379
-103,960
RYAAY icon
845
Ryanair
RYAAY
$38.1B
$53.3M 0.01%
884,548
-8,785
CHE icon
846
Chemed
CHE
$6.14B
$53.1M 0.01%
118,581
+25,914
CTRA icon
847
Coterra Energy
CTRA
$19.3B
$53M 0.01%
2,240,369
-7,508
QYLD icon
848
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.12B
$52.9M 0.01%
3,108,301
-53,275
UL icon
849
Unilever
UL
$142B
$52.8M 0.01%
891,493
+159,533
KEX icon
850
Kirby Corp
KEX
$6.01B
$52.6M 0.01%
630,406
-61,810