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
ARES icon
901
Ares Management
ARES
$36.5B
$48M 0.01%
299,902
-568
RMBS icon
902
Rambus
RMBS
$10.4B
$47.9M 0.01%
460,104
+208,186
HII icon
903
Huntington Ingalls Industries
HII
$13.2B
$47.7M 0.01%
165,707
-28,333
ACM icon
904
Aecom
ACM
$12.8B
$47.7M 0.01%
365,655
-33,942
ENB icon
905
Enbridge
ENB
$102B
$47.7M 0.01%
859,185
+209,465
KFY icon
906
Korn Ferry
KFY
$3.56B
$47.7M 0.01%
681,013
-48,650
PEN icon
907
Penumbra
PEN
$12.4B
$47.6M 0.01%
188,000
+30,508
LYV icon
908
Live Nation Entertainment
LYV
$32.8B
$47.6M 0.01%
291,418
-133,740
SLQD icon
909
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.34B
$47.6M 0.01%
936,991
+49,354
TME icon
910
Tencent Music
TME
$27.4B
$47.6M 0.01%
2,039,528
-795,202
ILCB icon
911
iShares Morningstar US Equity ETF
ILCB
$1.17B
$47.6M 0.01%
514,702
+20,495
PCAR icon
912
PACCAR
PCAR
$58.6B
$47.4M 0.01%
482,180
-30,755
GBIL icon
913
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.51B
$47.4M 0.01%
477,840
-74,846
EW icon
914
Edwards Lifesciences
EW
$49.7B
$47.3M 0.01%
611,127
-93,387
PGX icon
915
Invesco Preferred ETF
PGX
$3.93B
$47.2M 0.01%
4,077,835
-820,373
LSCC icon
916
Lattice Semiconductor
LSCC
$10.3B
$47.2M 0.01%
643,807
-27,392
TDS icon
917
Telephone and Data Systems
TDS
$4.46B
$46.9M 0.01%
1,194,623
-141,136
CVNA icon
918
Carvana
CVNA
$63.7B
$46.9M 0.01%
124,209
+19,169
RNR icon
919
RenaissanceRe
RNR
$12.8B
$46.8M 0.01%
184,468
+46,688
YELP icon
920
Yelp
YELP
$1.92B
$46.6M 0.01%
1,493,000
-8,764
TBBK icon
921
The Bancorp
TBBK
$3.02B
$46.6M 0.01%
621,903
+455,265
EMGF icon
922
iShares Emerging Markets Equity Factor ETF
EMGF
$1.27B
$46.5M 0.01%
820,956
+276,482
EZU icon
923
iShare MSCI Eurozone ETF
EZU
$8.64B
$46.3M 0.01%
747,608
+17,212
BEP icon
924
Brookfield Renewable
BEP
$8.22B
$46.2M 0.01%
1,791,832
+301,229
ANGL icon
925
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$46.1M 0.01%
1,551,957
-628,987