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
WBD icon
1476
Warner Bros
WBD
$68.8B
$17.7M ﹤0.01%
905,637
+50,861
LEGN icon
1477
Legend Biotech
LEGN
$4.05B
$17.7M ﹤0.01%
542,322
-85,863
TDOC icon
1478
Teladoc Health
TDOC
$1.28B
$17.7M ﹤0.01%
2,284,697
+227,385
M icon
1479
Macy's
M
$6.34B
$17.7M ﹤0.01%
984,391
-235,388
REGL icon
1480
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.73B
$17.6M ﹤0.01%
206,803
+7,509
RAL
1481
Ralliant Corp
RAL
$5.9B
$17.6M ﹤0.01%
402,729
-145,830
KGC icon
1482
Kinross Gold
KGC
$34.5B
$17.6M ﹤0.01%
547,983
+15,247
ISTB icon
1483
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.7B
$17.6M ﹤0.01%
359,882
-153,409
AMKR icon
1484
Amkor Technology
AMKR
$9.98B
$17.5M ﹤0.01%
616,511
+408,941
WERN icon
1485
Werner Enterprises
WERN
$1.81B
$17.5M ﹤0.01%
663,124
-82,023
BRKR icon
1486
Bruker
BRKR
$7.06B
$17.4M ﹤0.01%
535,062
-735,416
PID icon
1487
Invesco International Dividend Achievers ETF
PID
$887M
$17.4M ﹤0.01%
816,156
-31,338
PFFD icon
1488
Global X US Preferred ETF
PFFD
$2.25B
$17.4M ﹤0.01%
893,243
+79,835
FLYW icon
1489
Flywire
FLYW
$1.81B
$17.4M ﹤0.01%
1,281,933
-7,607
IEUR icon
1490
iShares Core MSCI Europe ETF
IEUR
$6.89B
$17.3M ﹤0.01%
253,752
-93,996
FTEC icon
1491
Fidelity MSCI Information Technology Index ETF
FTEC
$16.8B
$17.3M ﹤0.01%
77,835
+4,604
YETI icon
1492
Yeti Holdings
YETI
$3.47B
$17.2M ﹤0.01%
519,525
+287,927
VAW icon
1493
Vanguard Materials ETF
VAW
$2.85B
$17.2M ﹤0.01%
83,910
+607
VDE icon
1494
Vanguard Energy ETF
VDE
$6.89B
$17.2M ﹤0.01%
136,547
-18,055
ARR
1495
Armour Residential REIT
ARR
$1.95B
$17.2M ﹤0.01%
1,149,610
+261,315
EVG
1496
Eaton Vance Short Duration Diversified Income Fund
EVG
$146M
$17.2M ﹤0.01%
1,516,037
+49,841
IYH icon
1497
iShares US Healthcare ETF
IYH
$3.65B
$17.2M ﹤0.01%
291,237
-65,154
CRBG icon
1498
Corebridge Financial
CRBG
$15.5B
$17.1M ﹤0.01%
534,565
-21,643
NGG icon
1499
National Grid
NGG
$75.5B
$17.1M ﹤0.01%
235,230
+32,699
CVIE icon
1500
Calvert International Responsible Index ETF
CVIE
$278M
$17.1M ﹤0.01%
250,075
-8,655