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
STVN icon
1801
Stevanato
STVN
$5.6B
$11.1M ﹤0.01%
432,824
-275,997
TU icon
1802
Telus
TU
$19.6B
$11.1M ﹤0.01%
701,110
+69,768
VFC icon
1803
VF Corp
VFC
$7.28B
$11.1M ﹤0.01%
771,497
+130,517
IVT icon
1804
InvenTrust Properties
IVT
$2.22B
$11.1M ﹤0.01%
388,833
-73,322
XCEM icon
1805
Columbia EM Core ex-China ETF
XCEM
$1.21B
$11.1M ﹤0.01%
306,032
+14,192
WAT icon
1806
Waters Corp
WAT
$22.5B
$11.1M ﹤0.01%
37,082
-2,731
FMX icon
1807
Fomento Económico Mexicano
FMX
$34.6B
$11.1M ﹤0.01%
112,481
+1,810
IOT icon
1808
Samsara
IOT
$22B
$11.1M ﹤0.01%
297,748
+117,117
BBWI icon
1809
Bath & Body Works
BBWI
$4.05B
$11.1M ﹤0.01%
430,219
-13,703
WNC icon
1810
Wabash National
WNC
$364M
$11.1M ﹤0.01%
1,121,553
-324,082
VIRT icon
1811
Virtu Financial
VIRT
$2.87B
$11M ﹤0.01%
311,163
-61,410
USA icon
1812
Liberty All-Star Equity Fund
USA
$1.83B
$11M ﹤0.01%
1,741,817
-252
GMED icon
1813
Globus Medical
GMED
$11.7B
$11M ﹤0.01%
192,529
-12,644
RBRK icon
1814
Rubrik
RBRK
$15.6B
$11M ﹤0.01%
133,615
+91,728
AFRM icon
1815
Affirm
AFRM
$25.2B
$10.9M ﹤0.01%
149,397
+6,652
VPG icon
1816
Vishay Precision Group
VPG
$515M
$10.9M ﹤0.01%
340,535
-1,600
ILCV icon
1817
iShares Morningstar Value ETF
ILCV
$1.16B
$10.9M ﹤0.01%
121,231
+94,862
SLP icon
1818
Simulations Plus
SLP
$378M
$10.9M ﹤0.01%
722,336
-153,111
KAI icon
1819
Kadant
KAI
$3.4B
$10.9M ﹤0.01%
36,579
-61,651
RHI icon
1820
Robert Half
RHI
$2.83B
$10.8M ﹤0.01%
318,669
+51,746
BTI icon
1821
British American Tobacco
BTI
$123B
$10.8M ﹤0.01%
203,291
-211,772
EPD icon
1822
Enterprise Products Partners
EPD
$69.1B
$10.8M ﹤0.01%
344,892
-11,573
EELV icon
1823
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$414M
$10.7M ﹤0.01%
403,628
-377,118
PPL icon
1824
PPL Corp
PPL
$25.4B
$10.7M ﹤0.01%
288,202
-4,670
MYE icon
1825
Myers Industries
MYE
$723M
$10.7M ﹤0.01%
632,589
-97,400