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
SNCY icon
1126
Sun Country Airlines
SNCY
$770M
$31.1M 0.01%
2,637,036
-541,734
IHDG icon
1127
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.31B
$31.1M 0.01%
675,319
-250,336
JBL icon
1128
Jabil
JBL
$24.2B
$31.1M 0.01%
143,306
+44,667
SPSC icon
1129
SPS Commerce
SPSC
$3.42B
$31.1M 0.01%
298,542
-87,838
VIPS icon
1130
Vipshop
VIPS
$9.44B
$31.1M 0.01%
1,581,409
+209,405
IBDT icon
1131
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.33B
$31.1M 0.01%
1,217,118
-368,311
CYTK icon
1132
Cytokinetics
CYTK
$7.67B
$31M 0.01%
564,547
+219,581
RHP icon
1133
Ryman Hospitality Properties
RHP
$6.17B
$30.8M 0.01%
344,205
-94,275
EWC icon
1134
iShares MSCI Canada ETF
EWC
$3.61B
$30.8M 0.01%
609,459
-134,465
SSNC icon
1135
SS&C Technologies
SSNC
$21.4B
$30.8M 0.01%
347,085
-69,071
QUS icon
1136
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.53B
$30.8M 0.01%
179,694
-599
KLIC icon
1137
Kulicke & Soffa
KLIC
$2.39B
$30.8M 0.01%
757,409
-9,789
EWG icon
1138
iShares MSCI Germany ETF
EWG
$1.74B
$30.8M 0.01%
730,196
+542,708
NX icon
1139
Quanex
NX
$705M
$30.7M 0.01%
2,161,313
-114,557
NJNK
1140
Columbia U.S. High Yield ETF
NJNK
$34.5M
$30.7M 0.01%
1,504,037
-536,013
KNSL icon
1141
Kinsale Capital Group
KNSL
$9.29B
$30.6M 0.01%
72,037
+1,597
SHEL icon
1142
Shell
SHEL
$205B
$30.5M 0.01%
427,014
-123,081
MTX icon
1143
Minerals Technologies
MTX
$1.89B
$30.5M 0.01%
491,190
-5,025
DY icon
1144
Dycom Industries
DY
$9.97B
$30.5M 0.01%
104,465
-29,322
SKT icon
1145
Tanger
SKT
$3.94B
$30.4M 0.01%
897,838
-4,173
FCFS icon
1146
FirstCash
FCFS
$7.11B
$30.2M 0.01%
190,861
+24,208
ICLR icon
1147
Icon
ICLR
$13.3B
$30.2M 0.01%
172,400
+69,913
OXY icon
1148
Occidental Petroleum
OXY
$39B
$30.1M 0.01%
636,999
-147,581
HMN icon
1149
Horace Mann Educators
HMN
$1.89B
$30M 0.01%
663,520
+225,800
KNF icon
1150
Knife River
KNF
$4.16B
$29.9M 0.01%
388,389
-399,347