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
TXNM
1776
TXNM Energy Inc
TXNM
$6.37B
$10.2M ﹤0.01%
180,983
+8,436
GNW icon
1777
Genworth Financial
GNW
$3.47B
$10.2M ﹤0.01%
1,308,521
-39,926
XPOF icon
1778
Xponential Fitness
XPOF
$234M
$10.1M ﹤0.01%
1,354,250
-383,736
MDU icon
1779
MDU Resources
MDU
$4.36B
$10.1M ﹤0.01%
608,303
-24,970
FRSH icon
1780
Freshworks
FRSH
$3.42B
$10.1M ﹤0.01%
679,985
-835,058
CNR
1781
Core Natural Resources Inc
CNR
$4.1B
$10.1M ﹤0.01%
145,204
-1,167
MTUS icon
1782
Metallus
MTUS
$704M
$10.1M ﹤0.01%
655,372
+221,828
ABM icon
1783
ABM Industries
ABM
$2.63B
$10.1M ﹤0.01%
213,918
-7,808
LZ icon
1784
LegalZoom.com
LZ
$1.65B
$10.1M ﹤0.01%
1,132,951
-16,839
FDD icon
1785
First Trust STOXX European Select Dividend Income Fund
FDD
$643M
$10.1M ﹤0.01%
650,174
+227,240
AMG icon
1786
Affiliated Managers Group
AMG
$7.56B
$10M ﹤0.01%
51,001
+14,398
AWR icon
1787
American States Water
AWR
$2.86B
$10M ﹤0.01%
130,704
+29
PBH icon
1788
Prestige Consumer Healthcare
PBH
$2.86B
$10M ﹤0.01%
125,391
+14,386
VNO icon
1789
Vornado Realty Trust
VNO
$7.07B
$10M ﹤0.01%
278,937
+30,660
MCHB
1790
Mechanics Bancorp
MCHB
$3.44B
$9.98M ﹤0.01%
763,283
-4,765
XCEM icon
1791
Columbia EM Core ex-China ETF
XCEM
$1.25B
$9.98M ﹤0.01%
291,840
+240,536
TRNS icon
1792
Transcat
TRNS
$527M
$9.97M ﹤0.01%
116,032
+27,372
NYT icon
1793
New York Times
NYT
$10.5B
$9.95M ﹤0.01%
177,771
-67,631
BCS icon
1794
Barclays
BCS
$79.1B
$9.94M ﹤0.01%
534,657
+227,451
PPL icon
1795
PPL Corp
PPL
$27.3B
$9.94M ﹤0.01%
292,872
-8,822
ECG
1796
Everus Construction Group
ECG
$4.69B
$9.92M ﹤0.01%
156,200
+37,904
FLGT icon
1797
Fulgent Genetics
FLGT
$914M
$9.91M ﹤0.01%
498,395
-126,908
ONB icon
1798
Old National Bancorp
ONB
$8.49B
$9.9M ﹤0.01%
464,027
+253
RQI icon
1799
Cohen & Steers Quality Income Realty Fund
RQI
$1.61B
$9.9M ﹤0.01%
795,613
+3,585
STEP icon
1800
StepStone Group
STEP
$5B
$9.89M ﹤0.01%
178,198
+35,046