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
VTWV icon
1726
Vanguard Russell 2000 Value ETF
VTWV
$875M
$12.3M ﹤0.01%
78,839
-782
ALV icon
1727
Autoliv
ALV
$9.2B
$12.3M ﹤0.01%
99,240
-2,645
USRT icon
1728
iShares Core US REIT ETF
USRT
$3.21B
$12.2M ﹤0.01%
208,588
-9,822
TWO
1729
Two Harbors Investment
TWO
$1.19B
$12.2M ﹤0.01%
1,239,417
+100,779
ZBRA icon
1730
Zebra Technologies
ZBRA
$12.7B
$12.2M ﹤0.01%
41,133
-3,063
EXLS icon
1731
EXL Service
EXLS
$6.84B
$12.2M ﹤0.01%
277,513
-11,067
PEB icon
1732
Pebblebrook Hotel Trust
PEB
$1.31B
$12.2M ﹤0.01%
1,071,614
+135,334
DTD icon
1733
WisdomTree US Total Dividend Fund
DTD
$1.47B
$12.2M ﹤0.01%
144,826
-2,956
OGE icon
1734
OGE Energy
OGE
$8.76B
$12.2M ﹤0.01%
262,847
-8,410
VSS icon
1735
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.47B
$12.1M ﹤0.01%
84,686
-3,257
AM icon
1736
Antero Midstream
AM
$8.34B
$12.1M ﹤0.01%
621,776
+23,758
SCHE icon
1737
Schwab Emerging Markets Equity ETF
SCHE
$11.1B
$12.1M ﹤0.01%
361,753
-10,519
HNGE
1738
Hinge Health
HNGE
$3.72B
$12M ﹤0.01%
245,435
-277,080
ACHR icon
1739
Archer Aviation
ACHR
$5.99B
$12M ﹤0.01%
1,252,446
+1,148,492
IBDQ
1740
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$12M ﹤0.01%
476,318
-401,273
ADT icon
1741
ADT
ADT
$6.66B
$12M ﹤0.01%
1,376,395
+78,409
WTS icon
1742
Watts Water Technologies
WTS
$9.33B
$12M ﹤0.01%
42,925
-4,467
CNP icon
1743
CenterPoint Energy
CNP
$24.5B
$12M ﹤0.01%
308,965
+102,694
SFST icon
1744
Southern First Bancshares
SFST
$438M
$12M ﹤0.01%
271,671
-8,140
PLNT icon
1745
Planet Fitness
PLNT
$9.24B
$12M ﹤0.01%
115,343
-156,953
LTBR icon
1746
Lightbridge
LTBR
$453M
$12M ﹤0.01%
+563,516
PENG
1747
Penguin Solutions Inc
PENG
$1.04B
$11.9M ﹤0.01%
454,291
+282,852
CPT icon
1748
Camden Property Trust
CPT
$11.4B
$11.9M ﹤0.01%
111,663
-130,766
CRTO icon
1749
Criteo
CRTO
$982M
$11.9M ﹤0.01%
+527,720
YUMC icon
1750
Yum China
YUMC
$17.2B
$11.9M ﹤0.01%
277,429
+139,522