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
HNI icon
1151
HNI Corp
HNI
$1.93B
$29.8M 0.01%
636,957
+93,406
RIO icon
1152
Rio Tinto
RIO
$127B
$29.8M 0.01%
452,019
+88,434
SVV icon
1153
Savers
SVV
$1.42B
$29.8M 0.01%
2,245,409
+94,685
OUNZ icon
1154
VanEck Merk Gold Trust
OUNZ
$2.47B
$29.7M 0.01%
798,267
+27,398
PII icon
1155
Polaris
PII
$3.91B
$29.6M 0.01%
509,860
-43,364
PK icon
1156
Park Hotels & Resorts
PK
$2.18B
$29.6M 0.01%
2,710,961
-222,119
FDS icon
1157
Factset
FDS
$10.8B
$29.6M 0.01%
103,451
+1,794
EWU icon
1158
iShares MSCI United Kingdom ETF
EWU
$2.77B
$29.6M 0.01%
704,563
-98,763
MYRG icon
1159
MYR Group
MYRG
$3.43B
$29.5M 0.01%
141,895
-84,120
NTRS icon
1160
Northern Trust
NTRS
$26.4B
$29.5M 0.01%
219,131
-8,380
BAB icon
1161
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$29.5M 0.01%
1,080,155
-130,233
MRX
1162
Marex Group
MRX
$2.81B
$29.4M 0.01%
873,378
+21,070
HST icon
1163
Host Hotels & Resorts
HST
$12.7B
$29.3M 0.01%
1,721,606
+112,278
IWX icon
1164
iShares Russell Top 200 Value ETF
IWX
$3.05B
$29.3M 0.01%
333,109
+34,617
QTWO icon
1165
Q2 Holdings
QTWO
$4.64B
$29.2M 0.01%
403,917
-700,805
AGCO icon
1166
AGCO
AGCO
$7.89B
$29.2M 0.01%
273,079
-37,835
ARM icon
1167
Arm
ARM
$121B
$29.2M 0.01%
206,370
-2,187
REZI icon
1168
Resideo Technologies
REZI
$5.35B
$29.1M 0.01%
675,026
+155,275
WBI
1169
WaterBridge Infrastructure LLC
WBI
$877M
$29.1M 0.01%
+1,155,383
R icon
1170
Ryder
R
$7.73B
$29.1M 0.01%
154,460
-15,602
EPRT icon
1171
Essential Properties Realty Trust
EPRT
$6.03B
$29.1M 0.01%
1,038,435
+49,257
AGO icon
1172
Assured Guaranty
AGO
$4.17B
$28.9M 0.01%
341,202
+2,297
EVTC icon
1173
Evertec
EVTC
$1.86B
$28.7M 0.01%
850,783
-7,056
ACWV icon
1174
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.31B
$28.7M 0.01%
239,112
+4,215
LECO icon
1175
Lincoln Electric
LECO
$13.4B
$28.6M 0.01%
121,208
+18,048