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
$406B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,139
New
Increased
Reduced
Closed

Top Buys

1 +$646M
2 +$598M
3 +$538M
4
MO icon
Altria Group
MO
+$367M
5
SNPS icon
Synopsys
SNPS
+$300M

Top Sells

1 +$580M
2 +$488M
3 +$368M
4
TT icon
Trane Technologies
TT
+$280M
5
DBX icon
Dropbox
DBX
+$268M

Sector Composition

1 Technology 25.1%
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 Change
in Stake
Capital Flow
APG icon
1726
APi Group
APG
$16.5B
$10.9M ﹤0.01%
+318,806
DAN icon
1727
Dana Inc
DAN
$2.62B
$10.8M ﹤0.01%
632,614
-106,692
CRK icon
1728
Comstock Resources
CRK
$7.87B
$10.8M ﹤0.01%
389,989
+183,944
FLHY icon
1729
Franklin High Yield Corporate ETF
FLHY
$703M
$10.8M ﹤0.01%
441,605
+25,670
PCVX icon
1730
Vaxcyte
PCVX
$6.49B
$10.8M ﹤0.01%
330,671
-347,910
AIA icon
1731
iShares Asia 50 ETF
AIA
$1.54B
$10.7M ﹤0.01%
132,423
+14,134
HRB icon
1732
H&R Block
HRB
$5.33B
$10.7M ﹤0.01%
195,528
-132,796
ATGE icon
1733
Adtalem Global Education
ATGE
$3.36B
$10.7M ﹤0.01%
84,245
-7,015
SOXQ icon
1734
Invesco PHLX Semiconductor ETF
SOXQ
$743M
$10.7M ﹤0.01%
245,267
+167,554
KALV icon
1735
KalVista Pharmaceuticals
KALV
$731M
$10.7M ﹤0.01%
945,125
+905,053
MD icon
1736
Pediatrix Medical
MD
$2.07B
$10.7M ﹤0.01%
744,473
+474,186
SWKS icon
1737
Skyworks Solutions
SWKS
$9.81B
$10.7M ﹤0.01%
143,275
-14,927
DOX icon
1738
Amdocs
DOX
$8.34B
$10.7M ﹤0.01%
116,854
-12,239
ACI icon
1739
Albertsons Companies
ACI
$10.1B
$10.7M ﹤0.01%
495,693
+19,748
AAOI icon
1740
Applied Optoelectronics
AAOI
$1.83B
$10.7M ﹤0.01%
414,909
-148,076
AAP icon
1741
Advance Auto Parts
AAP
$3.11B
$10.7M ﹤0.01%
229,188
+5,170
SFST icon
1742
Southern First Bancshares
SFST
$416M
$10.6M ﹤0.01%
279,811
-110
QURE icon
1743
uniQure
QURE
$1.71B
$10.6M ﹤0.01%
761,948
+212,218
PTEN icon
1744
Patterson-UTI
PTEN
$2.2B
$10.6M ﹤0.01%
1,789,696
-35,431
AHCO icon
1745
AdaptHealth
AHCO
$1.31B
$10.6M ﹤0.01%
1,123,834
+509,255
FOR icon
1746
Forestar Group
FOR
$1.3B
$10.6M ﹤0.01%
529,863
+370,685
IYY icon
1747
iShares Dow Jones US ETF
IYY
$2.73B
$10.6M ﹤0.01%
70,208
+43,127
MYE icon
1748
Myers Industries
MYE
$676M
$10.6M ﹤0.01%
729,989
-5,753
KGC icon
1749
Kinross Gold
KGC
$33.9B
$10.6M ﹤0.01%
532,736
-120,171
LCII icon
1750
LCI Industries
LCII
$2.75B
$10.6M ﹤0.01%
115,712
-2,440