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
IBKR icon
1501
Interactive Brokers
IBKR
$28.6B
$17.1M ﹤0.01%
247,978
-360,269
SHLS icon
1502
Shoals Technologies Group
SHLS
$1.5B
$17M ﹤0.01%
2,298,238
+611,156
BL icon
1503
BlackLine
BL
$3.44B
$17M ﹤0.01%
320,494
-162,296
BSCS icon
1504
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.09B
$17M ﹤0.01%
825,208
+183,219
DES icon
1505
WisdomTree US SmallCap Dividend Fund
DES
$1.87B
$17M ﹤0.01%
503,957
-73,185
CTVA icon
1506
Corteva
CTVA
$44.8B
$16.9M ﹤0.01%
250,612
+16,901
IYG icon
1507
iShares US Financial Services ETF
IYG
$2.06B
$16.9M ﹤0.01%
188,153
+83,297
AMCR icon
1508
Amcor
AMCR
$19.1B
$16.8M ﹤0.01%
2,057,602
+22,234
PTC icon
1509
PTC
PTC
$21.3B
$16.8M ﹤0.01%
82,818
+56,451
RYLD icon
1510
Global X Russell 2000 Covered Call ETF
RYLD
$1.27B
$16.8M ﹤0.01%
1,116,435
+193,407
BBJP icon
1511
JPMorgan BetaBuilders Japan ETF
BBJP
$14.9B
$16.8M ﹤0.01%
253,225
+8,799
RNP icon
1512
Cohen & Steers REIT and Preferred and Income Fund
RNP
$938M
$16.8M ﹤0.01%
745,094
+152,572
ALKS icon
1513
Alkermes
ALKS
$4.7B
$16.7M ﹤0.01%
557,866
-148,141
COTY icon
1514
Coty
COTY
$2.85B
$16.7M ﹤0.01%
4,133,806
-12,279,064
KIM icon
1515
Kimco Realty
KIM
$13.5B
$16.7M ﹤0.01%
815,108
-29,312
SPMD icon
1516
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.1B
$16.6M ﹤0.01%
290,768
-219,126
HELE icon
1517
Helen of Troy
HELE
$470M
$16.6M ﹤0.01%
658,928
+208,850
WOR icon
1518
Worthington Enterprises
WOR
$2.6B
$16.6M ﹤0.01%
298,302
-50,634
BOTZ icon
1519
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.1B
$16.5M ﹤0.01%
467,201
+26,116
EVRG icon
1520
Evergy
EVRG
$16.7B
$16.5M ﹤0.01%
217,506
+15,156
TDY icon
1521
Teledyne Technologies
TDY
$23.9B
$16.5M ﹤0.01%
28,200
-315
SANM icon
1522
Sanmina
SANM
$8.27B
$16.5M ﹤0.01%
143,426
-13,006
QBTS icon
1523
D-Wave Quantum
QBTS
$9.58B
$16.4M ﹤0.01%
665,320
+235,200
GDRX icon
1524
GoodRx Holdings
GDRX
$940M
$16.4M ﹤0.01%
3,885,159
-934,346
SNX icon
1525
TD Synnex
SNX
$12.6B
$16.4M ﹤0.01%
100,258
+2,820