Ameriprise

Ameriprise Portfolio holdings

AUM $406B
1-Year Return 20.64%
 

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 Return
+12.28%
1 Year Return
+20.64%
3 Year Return
+85.17%
5 Year Return
+151.66%
10 Year Return
+378.7%
AUM
$406B
AUM Growth
+$35.2B
Cap. Flow
+$772M
Cap. Flow %
0.19%
Top 10 Hldgs %
21.35%
Holding
4,139
New
144
Increased
1,837
Reduced
1,825
Closed
198

Sector Composition

1 Technology 25.11%
2 Financials 11.83%
3 Industrials 8.15%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DTD icon
1676
WisdomTree US Total Dividend Fund
DTD
$1.45B
$11.8M ﹤0.01%
147,782
-4,268
-3% -$339K
CP icon
1677
Canadian Pacific Kansas City
CP
$68.9B
$11.7M ﹤0.01%
140,057
-21,446
-13% -$1.79M
WTS icon
1678
Watts Water Technologies
WTS
$9.39B
$11.7M ﹤0.01%
47,392
+7,870
+20% +$1.94M
VALE icon
1679
Vale
VALE
$45.5B
$11.7M ﹤0.01%
1,199,796
-166,125
-12% -$1.61M
GDS icon
1680
GDS Holdings
GDS
$7.32B
$11.6M ﹤0.01%
380,179
-72,390
-16% -$2.21M
ARMK icon
1681
Aramark
ARMK
$10.1B
$11.6M ﹤0.01%
277,103
-76,830
-22% -$3.22M
FHN icon
1682
First Horizon
FHN
$11.4B
$11.6M ﹤0.01%
545,694
-100,257
-16% -$2.13M
URA icon
1683
Global X Uranium ETF
URA
$4.29B
$11.6M ﹤0.01%
297,817
-70,760
-19% -$2.75M
COPX icon
1684
Global X Copper Miners ETF NEW
COPX
$2.24B
$11.5M ﹤0.01%
255,960
+29,596
+13% +$1.33M
SEE icon
1685
Sealed Air
SEE
$4.99B
$11.5M ﹤0.01%
369,655
-22,664
-6% -$703K
REZI icon
1686
Resideo Technologies
REZI
$5.66B
$11.5M ﹤0.01%
519,751
-20,841
-4% -$460K
CHRD icon
1687
Chord Energy
CHRD
$5.96B
$11.4M ﹤0.01%
118,147
+3,839
+3% +$372K
AIZ icon
1688
Assurant
AIZ
$10.7B
$11.4M ﹤0.01%
57,856
+20,051
+53% +$3.96M
WTFC icon
1689
Wintrust Financial
WTFC
$9.08B
$11.4M ﹤0.01%
92,095
+2,035
+2% +$252K
ALV icon
1690
Autoliv
ALV
$9.68B
$11.4M ﹤0.01%
101,885
+19,084
+23% +$2.14M
CYTK icon
1691
Cytokinetics
CYTK
$6.12B
$11.4M ﹤0.01%
344,966
-441,617
-56% -$14.6M
FMX icon
1692
Fomento Económico Mexicano
FMX
$32B
$11.4M ﹤0.01%
110,671
+136
+0.1% +$14K
INOD icon
1693
Innodata
INOD
$1.99B
$11.4M ﹤0.01%
222,374
+55,168
+33% +$2.83M
SHO icon
1694
Sunstone Hotel Investors
SHO
$1.85B
$11.4M ﹤0.01%
1,309,916
+1,934
+0.1% +$16.8K
AM icon
1695
Antero Midstream
AM
$8.91B
$11.3M ﹤0.01%
598,018
+168,493
+39% +$3.19M
SXT icon
1696
Sensient Technologies
SXT
$4.52B
$11.3M ﹤0.01%
114,793
-9,136
-7% -$900K
CADE icon
1697
Cadence Bank
CADE
$7.02B
$11.3M ﹤0.01%
351,420
+8,646
+3% +$277K
MOS icon
1698
The Mosaic Company
MOS
$10.7B
$11.2M ﹤0.01%
308,126
-105,937
-26% -$3.86M
ADMA icon
1699
ADMA Biologics
ADMA
$3.84B
$11.2M ﹤0.01%
617,094
-56,049
-8% -$1.02M
SCHE icon
1700
Schwab Emerging Markets Equity ETF
SCHE
$11.1B
$11.2M ﹤0.01%
372,272
+221,501
+147% +$6.68M