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
KMX icon
1201
CarMax
KMX
$5.5B
$26.7M 0.01%
593,940
-105,153
NE icon
1202
Noble Corp
NE
$4.44B
$26.6M 0.01%
941,595
+627,569
APO.PRA icon
1203
Apollo Global Management Series A
APO.PRA
$2.19B
$26.6M 0.01%
377,312
+70,000
MTG icon
1204
MGIC Investment
MTG
$6.63B
$26.6M 0.01%
937,719
-106,928
UTHR icon
1205
United Therapeutics
UTHR
$22.3B
$26.6M 0.01%
63,381
+3,660
FUTU icon
1206
Futu Holdings
FUTU
$22.9B
$26.5M 0.01%
152,458
+145,575
HTH icon
1207
Hilltop Holdings
HTH
$2.13B
$26.5M 0.01%
792,424
-78,050
OUSA icon
1208
ALPS O'Shares US Quality Dividend ETF
OUSA
$818M
$26.4M 0.01%
466,160
+11,355
ALG icon
1209
Alamo Group
ALG
$2.11B
$26.4M 0.01%
138,430
-24,529
FHI icon
1210
Federated Hermes
FHI
$4.08B
$26.4M 0.01%
508,329
-64,409
BRO icon
1211
Brown & Brown
BRO
$27.4B
$26.4M 0.01%
281,421
-21,640
RKLB icon
1212
Rocket Lab Corp
RKLB
$37.7B
$26.2M 0.01%
548,156
-424,616
AEM icon
1213
Agnico Eagle Mines
AEM
$87.5B
$26.1M 0.01%
140,702
+206
EES icon
1214
WisdomTree US SmallCap Earnings Fund
EES
$643M
$26.1M 0.01%
468,058
-20,638
MMSI icon
1215
Merit Medical Systems
MMSI
$5.2B
$26.1M 0.01%
313,960
-232,260
SNPE icon
1216
Xtrackers S&P 500 ESG ETF
SNPE
$2.27B
$26M 0.01%
433,151
-28,755
NTES icon
1217
NetEase
NTES
$87B
$26M 0.01%
170,757
-16,658
RKT icon
1218
Rocket Companies
RKT
$53.7B
$26M 0.01%
1,339,433
+503,712
GHYG icon
1219
iShares US & Intl High Yield Corp Bond ETF
GHYG
$193M
$25.9M 0.01%
556,153
+56,213
CBSH icon
1220
Commerce Bancshares
CBSH
$7.34B
$25.8M 0.01%
432,448
-5,684
AXTA icon
1221
Axalta
AXTA
$6.84B
$25.7M 0.01%
896,609
-4,276
CBOE icon
1222
Cboe Global Markets
CBOE
$25.9B
$25.6M 0.01%
104,565
+7,461
CRNX icon
1223
Crinetics Pharmaceuticals
CRNX
$4.56B
$25.6M 0.01%
614,816
+376,206
SHOO icon
1224
Steven Madden
SHOO
$3.13B
$25.5M 0.01%
762,733
-48,420
ICVT icon
1225
iShares Convertible Bond ETF
ICVT
$3.71B
$25.5M 0.01%
253,645
+91,575