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
ED icon
1576
Consolidated Edison
ED
$35.4B
$15.3M ﹤0.01%
152,200
-20,145
DXJ icon
1577
WisdomTree Japan Hedged Equity Fund
DXJ
$5.05B
$15.3M ﹤0.01%
119,165
+3,489
EWZ icon
1578
iShares MSCI Brazil ETF
EWZ
$6.18B
$15.2M ﹤0.01%
489,812
+1,160
MUR icon
1579
Murphy Oil
MUR
$4.51B
$15.2M ﹤0.01%
535,586
-49,604
TYL icon
1580
Tyler Technologies
TYL
$19.7B
$15.2M ﹤0.01%
29,045
-1,225
MARA icon
1581
Marathon Digital Holdings
MARA
$3.85B
$15.2M ﹤0.01%
831,914
-8,961
BFH icon
1582
Bread Financial
BFH
$3.56B
$15.2M ﹤0.01%
272,248
-92,028
VTWG icon
1583
Vanguard Russell 2000 Growth ETF
VTWG
$1.13B
$15.2M ﹤0.01%
64,827
-2,016
HL icon
1584
Hecla Mining
HL
$13.2B
$15.1M ﹤0.01%
1,251,522
+1,186,306
APLE icon
1585
Apple Hospitality REIT
APLE
$2.88B
$15.1M ﹤0.01%
1,532,883
-248,537
PNTG icon
1586
Pennant Group
PNTG
$1.01B
$15.1M ﹤0.01%
597,763
+116,814
COUR icon
1587
Coursera
COUR
$1.27B
$15.1M ﹤0.01%
1,286,681
-140,166
CPF icon
1588
Central Pacific Financial
CPF
$870M
$15M ﹤0.01%
495,657
-6,551
OSK icon
1589
Oshkosh
OSK
$8.25B
$15M ﹤0.01%
116,145
+168
DBAW icon
1590
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
$215M
$15M ﹤0.01%
381,046
-6,190
UTG icon
1591
Reaves Utility Income Fund
UTG
$3.22B
$15M ﹤0.01%
377,836
-4,481
LEA icon
1592
Lear
LEA
$6.16B
$14.9M ﹤0.01%
148,265
+20,754
MIRM icon
1593
Mirum Pharmaceuticals
MIRM
$4.02B
$14.9M ﹤0.01%
203,068
-39,692
FTDR icon
1594
Frontdoor
FTDR
$4.1B
$14.8M ﹤0.01%
219,854
-11,775
ENSG icon
1595
The Ensign Group
ENSG
$10.5B
$14.8M ﹤0.01%
85,525
-2,626
FXL icon
1596
First Trust Technology AlphaDEX Fund
FXL
$1.44B
$14.8M ﹤0.01%
87,880
-1,170
AMRX icon
1597
Amneal Pharmaceuticals
AMRX
$3.95B
$14.7M ﹤0.01%
1,471,636
-239,335
SWKS icon
1598
Skyworks Solutions
SWKS
$9.7B
$14.7M ﹤0.01%
190,657
+47,382
MANH icon
1599
Manhattan Associates
MANH
$10.6B
$14.6M ﹤0.01%
71,394
+1,646
VRRM icon
1600
Verra Mobility
VRRM
$3.53B
$14.6M ﹤0.01%
592,461
-73,281