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
VIST icon
1676
Vista Energy
VIST
$4.84B
$13.3M ﹤0.01%
386,134
-42,097
GSK icon
1677
GSK
GSK
$98.1B
$13.3M ﹤0.01%
307,306
-94,471
BRZE icon
1678
Braze
BRZE
$3.98B
$13.3M ﹤0.01%
466,598
-33,890
WTFC icon
1679
Wintrust Financial
WTFC
$9.53B
$13.2M ﹤0.01%
99,972
+7,877
GPI icon
1680
Group 1 Automotive
GPI
$4.89B
$13.2M ﹤0.01%
30,254
-2,722
PDP icon
1681
Invesco Dorsey Wright Momentum ETF
PDP
$1.31B
$13.2M ﹤0.01%
111,898
-4,141
AESI icon
1682
Atlas Energy Solutions
AESI
$1.14B
$13.2M ﹤0.01%
1,161,044
+331,696
SSB icon
1683
SouthState Bank Corp
SSB
$9.77B
$13.2M ﹤0.01%
133,178
-1,411
AXSM icon
1684
Axsome Therapeutics
AXSM
$7.7B
$13.1M ﹤0.01%
108,236
+38,152
IBDV icon
1685
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.5B
$13.1M ﹤0.01%
593,430
-517,345
DOW icon
1686
Dow Inc
DOW
$16.5B
$13.1M ﹤0.01%
572,566
+85,212
GME icon
1687
GameStop
GME
$10.1B
$13.1M ﹤0.01%
480,944
+114,252
THR icon
1688
Thermon Group Holdings
THR
$1.27B
$13.1M ﹤0.01%
489,786
-58,215
EPC icon
1689
Edgewell Personal Care
EPC
$814M
$13.1M ﹤0.01%
642,043
+396
ESI icon
1690
Element Solutions
ESI
$6.09B
$13.1M ﹤0.01%
518,579
-30,009
FBK icon
1691
FB Financial Corp
FBK
$3.04B
$13M ﹤0.01%
233,742
-50,125
APG icon
1692
APi Group
APG
$16.2B
$13M ﹤0.01%
379,027
+60,221
SNV icon
1693
Synovus
SNV
$7.31B
$13M ﹤0.01%
265,001
+98,542
APEI icon
1694
American Public Education
APEI
$694M
$13M ﹤0.01%
328,829
-75,908
TMDX icon
1695
Transmedics
TMDX
$4.36B
$12.9M ﹤0.01%
114,790
+12,699
MKL icon
1696
Markel Group
MKL
$27.3B
$12.9M ﹤0.01%
6,729
+382
LNTH icon
1697
Lantheus
LNTH
$4.37B
$12.8M ﹤0.01%
249,864
+30,706
APA icon
1698
APA Corp
APA
$8.55B
$12.8M ﹤0.01%
526,789
+294,791
CLH icon
1699
Clean Harbors
CLH
$12.8B
$12.8M ﹤0.01%
55,011
-1,460
RLJ icon
1700
RLJ Lodging Trust
RLJ
$1.18B
$12.8M ﹤0.01%
1,772,067
+153,654