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
NCNO icon
951
nCino
NCNO
$2.95B
$44.2M 0.01%
1,631,091
-132,375
EFAV icon
952
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.15B
$44.2M 0.01%
521,088
-246,195
TCAF icon
953
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.22B
$44.1M 0.01%
1,170,701
+1,164,191
IBDW icon
954
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.05B
$44.1M 0.01%
2,076,772
+511,560
SAIA icon
955
Saia
SAIA
$8.53B
$44M 0.01%
147,079
-52,019
SXI icon
956
Standex International
SXI
$2.73B
$44M 0.01%
207,608
+6,092
IGLB icon
957
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.76B
$44M 0.01%
853,630
-90,770
AS icon
958
Amer Sports
AS
$21.2B
$44M 0.01%
1,264,888
-122,325
CCC
959
CCC Intelligent Solutions
CCC
$5.06B
$44M 0.01%
4,824,782
-758,186
SCHV icon
960
Schwab US Large-Cap Value ETF
SCHV
$14.2B
$43.9M 0.01%
1,510,168
+60,205
EWBC icon
961
East-West Bancorp
EWBC
$15.6B
$43.9M 0.01%
412,463
-3,398
ROKU icon
962
Roku
ROKU
$16.1B
$43.8M 0.01%
437,705
+101,017
IBDX icon
963
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.36B
$43.8M 0.01%
1,707,594
+899,251
ILMN icon
964
Illumina
ILMN
$20.6B
$43.7M 0.01%
460,706
+150,611
SCHM icon
965
Schwab US Mid-Cap ETF
SCHM
$12.4B
$43.7M 0.01%
1,474,016
-171,054
CTSH icon
966
Cognizant
CTSH
$41.2B
$43.7M 0.01%
651,526
-110,509
VCLT icon
967
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.96B
$43.5M 0.01%
560,521
-171,495
SNDK
968
Sandisk
SNDK
$34.8B
$43.5M 0.01%
387,896
-1,448,812
MCHPP
969
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
$43.5M 0.01%
737,000
+17,500
RMD icon
970
ResMed
RMD
$35.8B
$43.5M 0.01%
158,783
-144,705
FAST icon
971
Fastenal
FAST
$48.6B
$43.4M 0.01%
885,110
+12,759
TWLO icon
972
Twilio
TWLO
$21.5B
$43.4M 0.01%
433,754
+81,767
PPG icon
973
PPG Industries
PPG
$23B
$43.3M 0.01%
412,245
+83,422
IWN icon
974
iShares Russell 2000 Value ETF
IWN
$12.1B
$43.3M 0.01%
244,581
+24,668
VIOG icon
975
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$851M
$43.2M 0.01%
354,451
-8,017