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
COOP
1176
DELISTED
Mr. Cooper
COOP
$28.6M 0.01%
135,380
-13,849
RUSHA icon
1177
Rush Enterprises Class A
RUSHA
$4.36B
$28.5M 0.01%
533,199
-95,656
INGM
1178
Ingram Micro Holding
INGM
$5.27B
$28.4M 0.01%
1,323,583
+293,562
BANC icon
1179
Banc of California
BANC
$3.06B
$28.4M 0.01%
1,716,724
-544,297
CEF icon
1180
Sprott Physical Gold and Silver Trust
CEF
$8.7B
$28M 0.01%
753,109
-34,432
CFG icon
1181
Citizens Financial Group
CFG
$25.4B
$28M 0.01%
525,981
-192,431
EQIN
1182
Columbia U.S. Equity Income ETF
EQIN
$251M
$28M 0.01%
598,792
-57,082
PRIM icon
1183
Primoris Services
PRIM
$6.76B
$27.9M 0.01%
203,376
+4,582
HLIO icon
1184
Helios Technologies
HLIO
$1.81B
$27.9M 0.01%
534,505
+167,364
HSY icon
1185
Hershey
HSY
$38.4B
$27.8M 0.01%
148,571
-35,041
ALGN icon
1186
Align Technology
ALGN
$11.3B
$27.7M 0.01%
221,566
+97,532
CUZ icon
1187
Cousins Properties
CUZ
$4.23B
$27.6M 0.01%
955,076
-303,625
JKHY icon
1188
Jack Henry & Associates
JKHY
$13.4B
$27.6M 0.01%
185,336
+9,400
FLHY icon
1189
Franklin High Yield Corporate ETF
FLHY
$701M
$27.5M 0.01%
1,120,900
+679,295
EVLN icon
1190
Eaton Vance Floating-Rate ETF
EVLN
$1.34B
$27.4M 0.01%
+552,321
USHY icon
1191
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
$27.4M 0.01%
717,577
+103,576
OMC icon
1192
Omnicom Group
OMC
$25.5B
$27.4M 0.01%
335,255
+28,437
EXEL icon
1193
Exelixis
EXEL
$11.9B
$27.2M 0.01%
659,805
-62,695
ZM icon
1194
Zoom
ZM
$26.6B
$27.2M 0.01%
329,111
-128,512
WTW icon
1195
Willis Towers Watson
WTW
$31.8B
$27M 0.01%
78,236
-20,180
IONQ icon
1196
IonQ
IONQ
$17.2B
$27M 0.01%
439,367
-137,024
BP icon
1197
BP
BP
$86.5B
$27M 0.01%
785,825
-84,878
HP icon
1198
Helmerich & Payne
HP
$2.75B
$26.9M 0.01%
1,218,057
+925,921
CVLC icon
1199
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$667M
$26.8M 0.01%
326,913
-8,792
ANIP icon
1200
ANI Pharmaceuticals
ANIP
$1.86B
$26.7M 0.01%
291,841
-90,754