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
ARW icon
1526
Arrow Electronics
ARW
$5.83B
$16.4M ﹤0.01%
135,572
-21,116
DLO icon
1527
dLocal
DLO
$4.2B
$16.4M ﹤0.01%
1,147,776
+583,786
COHU icon
1528
Cohu
COHU
$1.1B
$16.4M ﹤0.01%
804,347
-4,980
PDM
1529
Piedmont Realty Trust
PDM
$1.04B
$16.4M ﹤0.01%
1,882,329
-164,102
PB icon
1530
Prosperity Bancshares
PB
$6.64B
$16.3M ﹤0.01%
246,076
-45,268
SPHD icon
1531
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.05B
$16.3M ﹤0.01%
330,211
-70,796
BYD icon
1532
Boyd Gaming
BYD
$6.75B
$16.3M ﹤0.01%
188,372
-22,937
FLTR icon
1533
VanEck IG Floating Rate ETF
FLTR
$2.56B
$16.3M ﹤0.01%
635,758
+123,577
APLS icon
1534
Apellis Pharmaceuticals
APLS
$3.12B
$16.2M ﹤0.01%
717,703
-32,458
CENTA icon
1535
Central Garden & Pet Co Class A
CENTA
$1.81B
$16.2M ﹤0.01%
549,355
+354,016
TW icon
1536
Tradeweb Markets
TW
$22.3B
$16.2M ﹤0.01%
146,172
-17,359
JOBY icon
1537
Joby Aviation
JOBY
$13B
$16.2M ﹤0.01%
1,001,362
+355,089
ROG icon
1538
Rogers Corp
ROG
$1.68B
$16.1M ﹤0.01%
200,594
-396,119
IFRA icon
1539
iShares US Infrastructure ETF
IFRA
$3.18B
$16.1M ﹤0.01%
305,319
-46,685
SKYW icon
1540
Skywest
SKYW
$4.17B
$16.1M ﹤0.01%
160,298
-1,661
WWD icon
1541
Woodward
WWD
$18.4B
$16.1M ﹤0.01%
63,807
-2,535
EMLC icon
1542
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.16B
$16.1M ﹤0.01%
631,612
+63,292
ITB icon
1543
iShares US Home Construction ETF
ITB
$2.57B
$16M ﹤0.01%
149,543
+11,900
FALN icon
1544
iShares Fallen Angels USD Bond ETF
FALN
$1.85B
$16M ﹤0.01%
575,431
-104,501
SPTL icon
1545
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
$15.9M ﹤0.01%
591,878
+129,365
SLG icon
1546
SL Green Realty
SLG
$3.15B
$15.9M ﹤0.01%
266,011
-42,311
WTRG icon
1547
Essential Utilities
WTRG
$10.7B
$15.9M ﹤0.01%
398,580
+20,905
EVSD
1548
Eaton Vance Short Duration Income ETF
EVSD
$804M
$15.9M ﹤0.01%
+306,136
GLOB icon
1549
Globant
GLOB
$3.06B
$15.9M ﹤0.01%
276,525
-166,310
CCS icon
1550
Century Communities
CCS
$1.75B
$15.8M ﹤0.01%
250,088
-16,867