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
AVNT icon
1051
Avient
AVNT
$2.85B
$35.9M 0.01%
1,088,408
-186,868
EAGG icon
1052
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.32B
$35.9M 0.01%
748,056
-41,344
BOH icon
1053
Bank of Hawaii
BOH
$2.82B
$35.7M 0.01%
544,302
-78,537
KKR.PRD
1054
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.72B
$35.7M 0.01%
684,150
+4,750
BLDR icon
1055
Builders FirstSource
BLDR
$11.5B
$35.6M 0.01%
293,960
-99,500
DD icon
1056
DuPont de Nemours
DD
$17.3B
$35.5M 0.01%
455,260
-8,482
FDN icon
1057
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.88B
$35.5M 0.01%
126,761
-5,150
TFX icon
1058
Teleflex
TFX
$5.39B
$35.4M 0.01%
289,633
-15,886
IVZ icon
1059
Invesco
IVZ
$12B
$35.4M 0.01%
1,543,279
+885,609
IBDR icon
1060
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.58B
$35.4M 0.01%
1,456,900
+84,190
DSGX icon
1061
Descartes Systems
DSGX
$7.7B
$35.4M 0.01%
317,163
-129,801
XP icon
1062
XP
XP
$8.31B
$35.3M 0.01%
1,875,989
-295,889
LQDT icon
1063
Liquidity Services
LQDT
$966M
$35.2M 0.01%
1,284,233
+2,901
HIMS icon
1064
Hims & Hers Health
HIMS
$8.1B
$35.2M 0.01%
621,146
+4,399
SAIL
1065
SailPoint Inc
SAIL
$11.8B
$35.2M 0.01%
1,594,605
+1,016,724
OTIS icon
1066
Otis Worldwide
OTIS
$33.9B
$35.1M 0.01%
384,362
+82,584
HLNE icon
1067
Hamilton Lane
HLNE
$5.91B
$35M 0.01%
259,897
-137,448
HYD icon
1068
VanEck High Yield Muni ETF
HYD
$3.9B
$35M 0.01%
686,666
+117,737
WK icon
1069
Workiva
WK
$4.94B
$34.9M 0.01%
404,932
-104,401
LRN icon
1070
Stride
LRN
$2.9B
$34.9M 0.01%
234,006
-3,984
SKWD icon
1071
Skyward Specialty Insurance
SKWD
$2.07B
$34.8M 0.01%
731,679
-214,537
ILCG icon
1072
iShares Morningstar Growth ETF
ILCG
$2.93B
$34.7M 0.01%
332,921
-14,820
IOO icon
1073
iShares Global 100 ETF
IOO
$7.95B
$34.6M 0.01%
288,314
+12,848
PR icon
1074
Permian Resources
PR
$10.3B
$34.5M 0.01%
2,695,691
+159,053
SKYT icon
1075
SkyWater Technology
SKYT
$804M
$34.5M 0.01%
1,846,355
+153,299