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
TSCO icon
1076
Tractor Supply
TSCO
$27.2B
$34.4M 0.01%
604,841
+76,445
MNDY icon
1077
monday.com
MNDY
$7.58B
$34.4M 0.01%
177,351
-26,413
ARCB icon
1078
ArcBest
ARCB
$1.77B
$34.3M 0.01%
491,487
+1,423
ROST icon
1079
Ross Stores
ROST
$59B
$34.3M 0.01%
225,158
-27,897
TREE icon
1080
LendingTree
TREE
$716M
$34.3M 0.01%
529,567
-16,969
GPCR icon
1081
Structure Therapeutics
GPCR
$4.59B
$34.3M 0.01%
1,224,144
-364,054
DNL icon
1082
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$481M
$34.3M 0.01%
846,584
+16,905
PRGO icon
1083
Perrigo
PRGO
$1.82B
$34.2M 0.01%
1,535,697
+227,363
CIEN icon
1084
Ciena
CIEN
$32.4B
$34.2M 0.01%
234,609
-3,868
ENTG icon
1085
Entegris
ENTG
$12.7B
$34.1M 0.01%
368,913
-5,661
HRI icon
1086
Herc Holdings
HRI
$5.12B
$34.1M 0.01%
292,328
+283,746
GRAB icon
1087
Grab
GRAB
$20.1B
$34.1M 0.01%
5,662,747
+5,380,737
CMC icon
1088
Commercial Metals
CMC
$7.72B
$34.1M 0.01%
595,131
-74,627
ALHC icon
1089
Alignment Healthcare
ALHC
$4.09B
$34M 0.01%
1,947,312
+880,056
LOPE icon
1090
Grand Canyon Education
LOPE
$4.64B
$34M 0.01%
154,761
-6,107
UNM icon
1091
Unum
UNM
$13.3B
$33.9M 0.01%
435,678
+18,094
ESGV icon
1092
Vanguard ESG US Stock ETF
ESGV
$11.8B
$33.7M 0.01%
284,275
+13,148
RSPT icon
1093
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.04B
$33.7M 0.01%
753,411
-79,413
PWP icon
1094
Perella Weinberg Partners
PWP
$1.16B
$33.6M 0.01%
1,578,098
+3,035
TCBI icon
1095
Texas Capital Bancshares
TCBI
$4.23B
$33.6M 0.01%
397,927
+132,127
GIL icon
1096
Gildan
GIL
$11.7B
$33.6M 0.01%
579,877
-235,173
ROUS icon
1097
Hartford Multifactor US Equity ETF
ROUS
$504M
$33.4M 0.01%
581,067
-1,719,707
OSPN icon
1098
OneSpan
OSPN
$486M
$33.4M 0.01%
2,099,709
+69,138
HCSG icon
1099
Healthcare Services Group
HCSG
$1.38B
$33.4M 0.01%
1,981,840
+882,213
RIOT icon
1100
Riot Platforms
RIOT
$5.39B
$33.2M 0.01%
1,742,493
+1,703,579