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
EWS icon
1851
iShares MSCI Singapore ETF
EWS
$838M
$9.13M ﹤0.01%
351,611
+149,449
PSI icon
1852
Invesco Semiconductors ETF
PSI
$965M
$9.13M ﹤0.01%
151,834
+135,576
FHB icon
1853
First Hawaiian
FHB
$3.08B
$9.1M ﹤0.01%
364,448
-19,516
AIN icon
1854
Albany International
AIN
$1.37B
$9.08M ﹤0.01%
129,466
-29,511
IMCB icon
1855
iShares Morningstar Mid-Cap ETF
IMCB
$1.37B
$9.07M ﹤0.01%
113,909
-3,416
NOG icon
1856
Northern Oil and Gas
NOG
$2.19B
$9.03M ﹤0.01%
318,385
+38,187
RGCO icon
1857
RGC Resources
RGCO
$233M
$9.03M ﹤0.01%
403,414
+2,486
BCC icon
1858
Boise Cascade
BCC
$2.82B
$9.02M ﹤0.01%
103,899
-7,043
SIGI icon
1859
Selective Insurance
SIGI
$4.75B
$9.02M ﹤0.01%
104,066
+6,574
SIZE icon
1860
iShares MSCI USA Size Factor ETF
SIZE
$372M
$9.01M ﹤0.01%
58,311
+56,904
CNMD icon
1861
CONMED
CNMD
$1.34B
$9.01M ﹤0.01%
172,911
-7,607
IYG icon
1862
iShares US Financial Services ETF
IYG
$1.93B
$8.97M ﹤0.01%
104,856
+5,464
CHRW icon
1863
C.H. Robinson
CHRW
$18.8B
$8.97M ﹤0.01%
93,335
-1,592
OMFL icon
1864
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.9B
$8.95M ﹤0.01%
154,289
-23,418
GME icon
1865
GameStop
GME
$10.1B
$8.94M ﹤0.01%
366,692
-1,618
NGVT icon
1866
Ingevity
NGVT
$1.88B
$8.94M ﹤0.01%
207,438
+764
PINC
1867
DELISTED
Premier
PINC
$8.9M ﹤0.01%
405,919
+59,107
CLSK icon
1868
CleanSpark
CLSK
$3.86B
$8.86M ﹤0.01%
803,299
-21,540
RAMP icon
1869
LiveRamp
RAMP
$1.84B
$8.85M ﹤0.01%
267,716
-19,743
K icon
1870
Kellanova
K
$29.1B
$8.84M ﹤0.01%
111,363
-267,268
OFG icon
1871
OFG Bancorp
OFG
$1.75B
$8.83M ﹤0.01%
206,073
-6,896
FCPT icon
1872
Four Corners Property Trust
FCPT
$2.55B
$8.82M ﹤0.01%
327,738
-12,238
HOMB icon
1873
Home BancShares
HOMB
$5.51B
$8.79M ﹤0.01%
308,816
+20,425
SYSB
1874
iShares Systematic Bond ETF
SYSB
$638M
$8.78M ﹤0.01%
99,121
-15,710
EDV icon
1875
Vanguard World Funds Extended Duration ETF
EDV
$4.07B
$8.77M ﹤0.01%
130,088
-406,709