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
STAG icon
1751
STAG Industrial
STAG
$6.96B
$11.9M ﹤0.01%
337,365
-86,113
CRI icon
1752
Carter's
CRI
$1.16B
$11.9M ﹤0.01%
421,738
+310,421
PJT icon
1753
PJT Partners
PJT
$4.09B
$11.9M ﹤0.01%
66,936
-6,733
FHN icon
1754
First Horizon
FHN
$12B
$11.9M ﹤0.01%
525,549
-20,145
PCG.PRX
1755
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.29B
$11.9M ﹤0.01%
300,000
-125,000
FSV icon
1756
FirstService
FSV
$7.07B
$11.9M ﹤0.01%
61,816
-54,364
LPX icon
1757
Louisiana-Pacific
LPX
$5.63B
$11.9M ﹤0.01%
133,622
-137,535
INEQ
1758
Columbia International Equity Income ETF
INEQ
$48M
$11.9M ﹤0.01%
317,888
-301,783
HYS icon
1759
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.52B
$11.9M ﹤0.01%
124,656
+6,822
NPO icon
1760
Enpro
NPO
$4.36B
$11.8M ﹤0.01%
52,409
+9,043
SIL icon
1761
Global X Silver Miners ETF NEW
SIL
$4.73B
$11.8M ﹤0.01%
160,185
-95,092
AKAM icon
1762
Akamai
AKAM
$12.8B
$11.8M ﹤0.01%
155,653
-14,794
CALM icon
1763
Cal-Maine
CALM
$4.16B
$11.8M ﹤0.01%
125,194
-85,895
PEGA icon
1764
Pegasystems
PEGA
$10.4B
$11.8M ﹤0.01%
204,792
+35,250
LEGH icon
1765
Legacy Housing
LEGH
$474M
$11.7M ﹤0.01%
426,324
-28,500
UDR icon
1766
UDR
UDR
$11.8B
$11.7M ﹤0.01%
351,139
+26,567
AIA icon
1767
iShares Asia 50 ETF
AIA
$1.52B
$11.7M ﹤0.01%
124,318
-8,105
NTST
1768
NETSTREIT Corp
NTST
$1.46B
$11.7M ﹤0.01%
648,318
+592,335
ENPH icon
1769
Enphase Energy
ENPH
$4.35B
$11.7M ﹤0.01%
330,711
+251,405
INOD icon
1770
Innodata
INOD
$1.69B
$11.7M ﹤0.01%
150,862
-71,512
CHRW icon
1771
C.H. Robinson
CHRW
$19.7B
$11.7M ﹤0.01%
88,197
-5,138
ATGE icon
1772
Adtalem Global Education
ATGE
$3.65B
$11.7M ﹤0.01%
75,621
-8,624
XME icon
1773
State Street SPDR S&P Metals & Mining ETF
XME
$3.2B
$11.7M ﹤0.01%
125,204
+68,422
MOV icon
1774
Movado Group
MOV
$466M
$11.6M ﹤0.01%
612,921
-23,941
FLJP icon
1775
Franklin FTSE Japan ETF
FLJP
$2.5B
$11.6M ﹤0.01%
336,449
+87,181