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
LNW
1951
DELISTED
Light & Wonder
LNW
$7.89M ﹤0.01%
81,943
-4,561
SFBS icon
1952
ServisFirst Bancshares
SFBS
$3.89B
$7.89M ﹤0.01%
101,742
-8,507
DGS icon
1953
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.63B
$7.89M ﹤0.01%
142,764
+20,916
SRPT icon
1954
Sarepta Therapeutics
SRPT
$2.24B
$7.88M ﹤0.01%
461,000
+124,211
CGNT icon
1955
Cognyte Software
CGNT
$613M
$7.87M ﹤0.01%
851,305
-150,368
WBTN
1956
WEBTOON Entertainment Inc
WBTN
$1.82B
$7.86M ﹤0.01%
865,698
+36,175
APAM icon
1957
Artisan Partners
APAM
$2.92B
$7.83M ﹤0.01%
176,684
-12,471
TNDM icon
1958
Tandem Diabetes Care
TNDM
$1.42B
$7.81M ﹤0.01%
419,037
+31,150
PCRX icon
1959
Pacira BioSciences
PCRX
$1.01B
$7.81M ﹤0.01%
326,759
-29,052
BKH icon
1960
Black Hills Corp
BKH
$5.57B
$7.78M ﹤0.01%
138,641
-7,730
BXMT icon
1961
Blackstone Mortgage Trust
BXMT
$3.27B
$7.76M ﹤0.01%
403,456
-19,690
RVTY icon
1962
Revvity
RVTY
$11.8B
$7.76M ﹤0.01%
80,210
-20,055
QAI icon
1963
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$842M
$7.75M ﹤0.01%
239,896
-48,859
CRC icon
1964
California Resources
CRC
$4B
$7.75M ﹤0.01%
169,593
-6,095
ICHR icon
1965
Ichor Holdings
ICHR
$578M
$7.73M ﹤0.01%
393,371
+274,633
ROBO icon
1966
ROBO Global Robotics & Automation Index ETF
ROBO
$1.25B
$7.72M ﹤0.01%
129,201
-12,828
LBRT icon
1967
Liberty Energy
LBRT
$2.88B
$7.71M ﹤0.01%
671,525
+227,614
FNCL icon
1968
Fidelity MSCI Financials Index ETF
FNCL
$2.37B
$7.7M ﹤0.01%
103,983
+56,806
CRVL icon
1969
CorVel
CRVL
$3.75B
$7.69M ﹤0.01%
74,775
+238
HASI icon
1970
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.33B
$7.68M ﹤0.01%
286,082
+17,506
DPZ icon
1971
Domino's
DPZ
$14.2B
$7.66M ﹤0.01%
17,005
-86,998
CWEN icon
1972
Clearway Energy Class C
CWEN
$4.37B
$7.65M ﹤0.01%
239,074
-5,611
MEI icon
1973
Methode Electronics
MEI
$267M
$7.64M ﹤0.01%
802,899
+91,603
SPGP icon
1974
Invesco S&P 500 GARP ETF
SPGP
$2.49B
$7.64M ﹤0.01%
70,912
-105,631
CSTL icon
1975
Castle Biosciences
CSTL
$1.17B
$7.61M ﹤0.01%
372,467
+46,770