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
WHD icon
1226
Cactus
WHD
$3.14B
$25.5M 0.01%
646,122
-48,027
ESE icon
1227
ESCO Technologies
ESE
$5.14B
$25.4M 0.01%
120,436
-56,369
VTIP icon
1228
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.8B
$25.4M 0.01%
501,653
-10,558
HIW icon
1229
Highwoods Properties
HIW
$2.79B
$25.4M 0.01%
797,499
+37,672
INCM icon
1230
Franklin Income Focus ETF
INCM
$1.14B
$25.2M 0.01%
908,507
+223,654
JEF icon
1231
Jefferies Financial Group
JEF
$12.8B
$25.2M 0.01%
385,040
+37,269
INGR icon
1232
Ingredion
INGR
$7.02B
$25.2M 0.01%
206,190
+7,837
AN icon
1233
AutoNation
AN
$7.59B
$25.2M 0.01%
114,938
+14,999
ATAT icon
1234
Atour Lifestyle Holdings
ATAT
$5.78B
$25.2M 0.01%
669,466
+636,717
WU icon
1235
Western Union
WU
$3.04B
$25.1M 0.01%
3,145,686
-981,871
QXO.PRB
1236
QXO Inc 5.50% Series B Preferred Stock
QXO.PRB
$704M
$25M 0.01%
453,350
+45,000
OMF icon
1237
OneMain Financial
OMF
$8.04B
$25M 0.01%
443,830
+6,124
DKS icon
1238
Dick's Sporting Goods
DKS
$19.1B
$25M 0.01%
112,391
+11,604
ATO icon
1239
Atmos Energy
ATO
$27B
$24.8M 0.01%
145,473
-1,636
MP icon
1240
MP Materials
MP
$9.57B
$24.8M 0.01%
371,434
-969,264
XAR icon
1241
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.63B
$24.7M 0.01%
105,113
-7,592
RGTI icon
1242
Rigetti Computing
RGTI
$7.84B
$24.7M 0.01%
827,955
-1,017,502
AMH icon
1243
American Homes 4 Rent
AMH
$11.5B
$24.5M 0.01%
737,638
-36,338
MGRC icon
1244
McGrath RentCorp
MGRC
$2.66B
$24.5M 0.01%
208,717
+91,827
PRG icon
1245
PROG Holdings
PRG
$1.18B
$24.5M 0.01%
756,270
+8,552
CALF icon
1246
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.74B
$24.5M 0.01%
559,130
-229,255
GWRE icon
1247
Guidewire Software
GWRE
$17B
$24.4M 0.01%
106,251
-11,862
WBS icon
1248
Webster Financial
WBS
$10.4B
$24.3M 0.01%
409,275
+3,348
VSH icon
1249
Vishay Intertechnology
VSH
$2.02B
$24.3M 0.01%
1,587,071
+111,486
FNF icon
1250
Fidelity National Financial
FNF
$15.1B
$24.3M 0.01%
400,957
-46,872