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
GBX icon
1376
The Greenbrier Companies
GBX
$1.45B
$20.3M ﹤0.01%
439,120
-40,879
CRSP icon
1377
CRISPR Therapeutics
CRSP
$5.32B
$20.3M ﹤0.01%
311,863
+49,774
GEHC icon
1378
GE HealthCare
GEHC
$37.8B
$20.3M ﹤0.01%
269,752
-142,792
ADM icon
1379
Archer Daniels Midland
ADM
$28B
$20.2M ﹤0.01%
338,906
-130,285
RGLD icon
1380
Royal Gold
RGLD
$19.2B
$20.2M ﹤0.01%
100,643
+7,877
ANDE icon
1381
Andersons Inc
ANDE
$1.82B
$20.2M ﹤0.01%
506,222
+10,698
CMDY icon
1382
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$268M
$20.1M ﹤0.01%
382,671
+29,583
PZA icon
1383
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.29B
$20.1M ﹤0.01%
870,110
-25,635
BRKRP
1384
Bruker Corporation 6.375% Series A Preferred Stock
BRKRP
$864M
$20.1M ﹤0.01%
+74,000
FG icon
1385
F&G Annuities & Life
FG
$4.19B
$20.1M ﹤0.01%
642,313
+576,102
DUOL icon
1386
Duolingo
DUOL
$8.6B
$20.1M ﹤0.01%
62,363
-32,487
PNW icon
1387
Pinnacle West Capital
PNW
$10.4B
$20M ﹤0.01%
223,378
-2,620
IPAR icon
1388
Interparfums
IPAR
$2.7B
$20M ﹤0.01%
203,485
-35,103
URA icon
1389
Global X Uranium ETF
URA
$5.37B
$20M ﹤0.01%
435,469
+137,652
ACHC icon
1390
Acadia Healthcare
ACHC
$1.3B
$20M ﹤0.01%
807,377
-14,494
VIAV icon
1391
Viavi Solutions
VIAV
$4.02B
$19.9M ﹤0.01%
1,570,106
-175,555
CROX icon
1392
Crocs
CROX
$4.64B
$19.9M ﹤0.01%
240,596
+383
EWT icon
1393
iShares MSCI Taiwan ETF
EWT
$6.68B
$19.9M ﹤0.01%
341,081
-11,911
CNX icon
1394
CNX Resources
CNX
$5.44B
$19.9M ﹤0.01%
618,424
-43,040
TALO icon
1395
Talos Energy
TALO
$1.86B
$19.8M ﹤0.01%
2,069,562
+90,636
ASGN icon
1396
ASGN Inc
ASGN
$2.08B
$19.8M ﹤0.01%
418,463
-5,776
IHI icon
1397
iShares US Medical Devices ETF
IHI
$4.19B
$19.8M ﹤0.01%
329,105
-8,133
GPOR icon
1398
Gulfport Energy Corp
GPOR
$3.89B
$19.8M ﹤0.01%
109,149
-10,788
WGS icon
1399
GeneDx Holdings
WGS
$4.06B
$19.7M ﹤0.01%
183,067
-72,864
VERX icon
1400
Vertex
VERX
$3.19B
$19.7M ﹤0.01%
794,644
-291,865