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
WYNN icon
926
Wynn Resorts
WYNN
$13.3B
$46.1M 0.01%
359,207
+129,673
FSIG icon
927
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.42B
$46M 0.01%
2,395,790
+172,385
FCN icon
928
FTI Consulting
FCN
$5.45B
$46M 0.01%
284,630
-33,431
SMCI icon
929
Super Micro Computer
SMCI
$18.6B
$45.9M 0.01%
958,185
+25,342
SNY icon
930
Sanofi
SNY
$117B
$45.9M 0.01%
972,828
+137,098
CHWY icon
931
Chewy
CHWY
$13.5B
$45.9M 0.01%
1,134,547
-79,572
LYB icon
932
LyondellBasell Industries
LYB
$13.9B
$45.8M 0.01%
933,397
-439,601
PFSI icon
933
PennyMac Financial
PFSI
$7B
$45.7M 0.01%
369,296
-31,492
WAB icon
934
Wabtec
WAB
$37B
$45.7M 0.01%
227,839
-59,942
NUVL icon
935
Nuvalent
NUVL
$8.06B
$45.6M 0.01%
527,050
+42,707
IMAX icon
936
IMAX
IMAX
$2.01B
$45.4M 0.01%
1,387,631
-562,504
BROS icon
937
Dutch Bros
BROS
$8.24B
$45.3M 0.01%
865,941
-45,805
MAS icon
938
Masco
MAS
$13.3B
$45.3M 0.01%
643,737
-1,512,296
FWONK icon
939
Liberty Media Series C
FWONK
$24.3B
$45.2M 0.01%
432,369
-95,648
LII icon
940
Lennox International
LII
$17.4B
$45M 0.01%
85,096
+13,281
MDY icon
941
SPDR S&P MidCap 400 ETF Trust
MDY
$24.2B
$44.8M 0.01%
75,101
-2,154
FLEX icon
942
Flex
FLEX
$23.8B
$44.7M 0.01%
771,648
+84,056
CBRE icon
943
CBRE Group
CBRE
$48.1B
$44.7M 0.01%
283,643
-69,577
FENI icon
944
Fidelity Enhanced International ETF
FENI
$5.54B
$44.6M 0.01%
+1,264,257
PBR icon
945
Petrobras
PBR
$75.7B
$44.6M 0.01%
3,521,769
+223,678
VCR icon
946
Vanguard Consumer Discretionary ETF
VCR
$6.45B
$44.5M 0.01%
112,165
-70,864
XT icon
947
iShares Future Exponential Technologies ETF
XT
$3.43B
$44.4M 0.01%
615,600
-25,993
GATX icon
948
GATX Corp
GATX
$6.16B
$44.4M 0.01%
253,972
-10,933
HYDB icon
949
iShares High Yield Systematic Bond ETF
HYDB
$1.65B
$44.4M 0.01%
927,769
+73,917
CCK icon
950
Crown Holdings
CCK
$11.8B
$44.4M 0.01%
459,178
+127,023