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
IMO icon
1301
Imperial Oil
IMO
$41.8B
$22.5M 0.01%
261,582
-8,134
BOX icon
1302
Box
BOX
$4.36B
$22.4M 0.01%
695,303
-184,188
COLD icon
1303
Americold
COLD
$3.48B
$22.4M 0.01%
1,831,882
+1,217,062
MKSI icon
1304
MKS Inc
MKSI
$10.7B
$22.3M 0.01%
180,515
-18,875
KRMN
1305
Karman Holdings
KRMN
$9.48B
$22.3M 0.01%
309,140
-518,886
EPAC icon
1306
Enerpac Tool Group
EPAC
$1.97B
$22.2M 0.01%
541,587
-280,647
PWB icon
1307
Invesco Large Cap Growth ETF
PWB
$1.42B
$22.2M 0.01%
176,909
+88,580
TTD icon
1308
Trade Desk
TTD
$18B
$22.1M 0.01%
451,794
-1,276,603
CTRE icon
1309
CareTrust REIT
CTRE
$8.11B
$22.1M 0.01%
638,023
-16,995
NNN icon
1310
NNN REIT
NNN
$7.55B
$22.1M 0.01%
519,136
-13,489
VOD icon
1311
Vodafone
VOD
$30.3B
$22.1M 0.01%
1,903,523
+827
SKYY icon
1312
First Trust Cloud Computing ETF
SKYY
$3.11B
$22M 0.01%
163,996
-766
STNG icon
1313
Scorpio Tankers
STNG
$2.65B
$22M 0.01%
393,106
-1,974
GPK icon
1314
Graphic Packaging
GPK
$4.55B
$22M 0.01%
1,122,457
-158,699
EPR icon
1315
EPR Properties
EPR
$3.82B
$21.9M 0.01%
377,834
+211,366
ZION icon
1316
Zions Bancorporation
ZION
$8.85B
$21.9M 0.01%
387,166
-500,197
BHP icon
1317
BHP
BHP
$151B
$21.9M 0.01%
392,644
-31,717
VTR icon
1318
Ventas
VTR
$37.2B
$21.8M 0.01%
363,622
+8,435
NOMD icon
1319
Nomad Foods
NOMD
$1.88B
$21.8M 0.01%
1,656,770
-176,642
MCHI icon
1320
iShares MSCI China ETF
MCHI
$7.77B
$21.8M 0.01%
330,346
+72,650
IAI icon
1321
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.55B
$21.7M 0.01%
122,669
+3,811
TXT icon
1322
Textron
TXT
$15.8B
$21.7M 0.01%
256,923
-20,011
MRCY icon
1323
Mercury Systems
MRCY
$4.19B
$21.7M 0.01%
280,388
-135,421
HELO icon
1324
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.55B
$21.6M 0.01%
+332,881
EVSM icon
1325
Eaton Vance Short Duration Municipal Income ETF
EVSM
$554M
$21.6M 0.01%
+429,036