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
GOLD
1976
Gold.com, Inc.
GOLD
$829M
$8.56M ﹤0.01%
331,028
+17,513
THFF icon
1977
First Financial Corp
THFF
$749M
$8.55M ﹤0.01%
151,532
-19,201
EVT icon
1978
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.89B
$8.55M ﹤0.01%
349,627
+38,236
BXC icon
1979
BlueLinx
BXC
$478M
$8.54M ﹤0.01%
116,897
-6,494
AIR icon
1980
AAR Corp
AIR
$3.43B
$8.54M ﹤0.01%
95,217
-9,079
AMTM
1981
Amentum Holdings
AMTM
$7.28B
$8.52M ﹤0.01%
355,946
+13,084
GT icon
1982
Goodyear
GT
$2.51B
$8.5M ﹤0.01%
1,136,660
+63,522
ALSN icon
1983
Allison Transmission
ALSN
$8.39B
$8.48M ﹤0.01%
100,243
+65,433
OTTR icon
1984
Otter Tail
OTTR
$3.46B
$8.47M ﹤0.01%
103,278
-16,108
VTS icon
1985
Vitesse Energy
VTS
$743M
$8.46M ﹤0.01%
364,396
+62,545
ECAT icon
1986
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.55B
$8.46M ﹤0.01%
516,089
+64,061
HHH icon
1987
Howard Hughes
HHH
$4.68B
$8.45M ﹤0.01%
102,822
-9,497
DPZ icon
1988
Domino's
DPZ
$14.5B
$8.44M ﹤0.01%
19,553
+2,548
HFWA icon
1989
Heritage Financial
HFWA
$849M
$8.44M ﹤0.01%
348,968
-44,651
AMR icon
1990
Alpha Metallurgical Resources
AMR
$2.66B
$8.44M ﹤0.01%
51,408
-5,564
OZK icon
1991
Bank OZK
OZK
$5.35B
$8.43M ﹤0.01%
165,353
+31,636
FFOG icon
1992
Franklin Focused Growth ETF
FFOG
$212M
$8.41M ﹤0.01%
+176,753
VNOM icon
1993
Viper Energy
VNOM
$6.51B
$8.41M ﹤0.01%
219,940
+44,371
LMND icon
1994
Lemonade
LMND
$6.16B
$8.4M ﹤0.01%
157,331
+70,092
HYT icon
1995
BlackRock Corporate High Yield Fund
HYT
$1.44B
$8.36M ﹤0.01%
880,312
+52,520
IESC icon
1996
IES Holdings
IESC
$8.02B
$8.36M ﹤0.01%
21,030
+4,467
MXL icon
1997
MaxLinear
MXL
$1.58B
$8.36M ﹤0.01%
519,759
-6,281
AWR icon
1998
American States Water
AWR
$2.85B
$8.34M ﹤0.01%
113,743
-16,961
IBTM icon
1999
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$475M
$8.33M ﹤0.01%
361,010
+141,122
CBU icon
2000
Community Bank
CBU
$3.13B
$8.32M ﹤0.01%
141,875
-6,783