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
HYMB icon
976
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.85B
$43.1M 0.01%
1,729,543
+580,975
IWO icon
977
iShares Russell 2000 Growth ETF
IWO
$13.4B
$43.1M 0.01%
134,681
+4,931
CWAN icon
978
Clearwater Analytics
CWAN
$6.51B
$43M 0.01%
2,384,372
-688,675
INDA icon
979
iShares MSCI India ETF
INDA
$9.59B
$42.9M 0.01%
825,051
-137,661
PAVE icon
980
Global X US Infrastructure Development ETF
PAVE
$9.86B
$42.9M 0.01%
899,483
-13,951
VIS icon
981
Vanguard Industrials ETF
VIS
$6.37B
$42.7M 0.01%
142,734
+368
WAL icon
982
Western Alliance Bancorporation
WAL
$9.5B
$42.5M 0.01%
489,847
+6,562
NLY icon
983
Annaly Capital Management
NLY
$15.5B
$42.3M 0.01%
2,092,625
+647,538
EWQ icon
984
iShares MSCI France ETF
EWQ
$395M
$42.1M 0.01%
958,494
+54,897
BWA icon
985
BorgWarner
BWA
$9.63B
$42M 0.01%
955,966
+211,460
EXPD icon
986
Expeditors International
EXPD
$20.5B
$41.8M 0.01%
340,986
-10,101
AAP icon
987
Advance Auto Parts
AAP
$2.42B
$41.7M 0.01%
679,926
+450,738
EVV
988
Eaton Vance Limited Duration Income Fund
EVV
$1.14B
$41.7M 0.01%
4,109,773
+104,093
YMM icon
989
Full Truck Alliance
YMM
$11.6B
$41.7M 0.01%
3,213,388
-413,652
DAVE icon
990
Dave Inc
DAVE
$2.91B
$41.7M 0.01%
209,008
+186,273
LEVI icon
991
Levi Strauss
LEVI
$8.48B
$41.7M 0.01%
1,788,172
-170,099
WAFD icon
992
WaFd
WAFD
$2.56B
$41.7M 0.01%
1,375,110
+145,646
BBIO icon
993
BridgeBio Pharma
BBIO
$14.7B
$41.6M 0.01%
800,681
+13,637
FRPT icon
994
Freshpet
FRPT
$3.06B
$41.5M 0.01%
753,822
+599,568
IUSV icon
995
iShares Core S&P US Value ETF
IUSV
$24.3B
$41.4M 0.01%
413,946
-5,380
TECK icon
996
Teck Resources
TECK
$21.8B
$41.4M 0.01%
943,063
+590,175
BSCQ icon
997
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.29B
$41.2M 0.01%
2,108,209
+184,830
NOV icon
998
NOV
NOV
$5.72B
$41.2M 0.01%
3,110,408
-55,110
ARES.PRB
999
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.54B
$41.2M 0.01%
827,020
+45,000
GGG icon
1000
Graco
GGG
$13.7B
$41.1M 0.01%
483,801
+13,238