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
RRX icon
876
Regal Rexnord
RRX
$9.29B
$49.7M 0.01%
346,660
-43,483
ESGU icon
877
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
$49.7M 0.01%
340,817
+11,065
NTRA icon
878
Natera
NTRA
$32.3B
$49.6M 0.01%
308,288
-626,686
INCY icon
879
Incyte
INCY
$20.2B
$49.6M 0.01%
584,763
+102,770
DOC icon
880
Healthpeak Properties
DOC
$11.1B
$49.6M 0.01%
2,655,875
-3,035,852
NTR icon
881
Nutrien
NTR
$30.1B
$49.4M 0.01%
840,913
+9,088
BALL icon
882
Ball Corp
BALL
$13.9B
$49.4M 0.01%
983,110
+190,895
IJT icon
883
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.41B
$49.3M 0.01%
348,532
-94,919
FGD icon
884
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$992M
$49.2M 0.01%
1,713,068
-94,634
STX icon
885
Seagate
STX
$64.6B
$49.2M 0.01%
207,523
-25,822
VRNS icon
886
Varonis Systems
VRNS
$3.94B
$49.1M 0.01%
854,376
-367,140
GLPG icon
887
Galapagos
GLPG
$2.13B
$49.1M 0.01%
1,416,934
+1,362,229
BRK.A icon
888
Berkshire Hathaway Class A
BRK.A
$1.07T
$49M 0.01%
65
-1
STEP icon
889
StepStone Group
STEP
$5.03B
$49M 0.01%
749,841
+571,643
W icon
890
Wayfair
W
$13.3B
$48.9M 0.01%
547,765
+413,990
EAT icon
891
Brinker International
EAT
$6.64B
$48.8M 0.01%
385,573
+189,748
MWA icon
892
Mueller Water Products
MWA
$3.83B
$48.7M 0.01%
1,909,827
-142,355
SOFI icon
893
SoFi Technologies
SOFI
$34.3B
$48.5M 0.01%
1,834,029
-236,405
NEAR icon
894
iShares Short Maturity Bond ETF
NEAR
$3.75B
$48.4M 0.01%
944,079
+25,890
BDX icon
895
Becton Dickinson
BDX
$55.8B
$48.4M 0.01%
258,410
-86,342
LEN icon
896
Lennar Class A
LEN
$26.7B
$48.4M 0.01%
383,611
-175,282
CNI icon
897
Canadian National Railway
CNI
$60.4B
$48.3M 0.01%
526,346
+110,122
DOCS icon
898
Doximity
DOCS
$8.22B
$48.3M 0.01%
660,101
+416,219
CRWV
899
CoreWeave Inc
CRWV
$41.4B
$48.3M 0.01%
352,878
+347,119
GPC icon
900
Genuine Parts
GPC
$17.5B
$48.2M 0.01%
347,592
-2,041