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
ALRS icon
2001
Alerus Financial
ALRS
$568M
$8.32M ﹤0.01%
375,845
-1,900
MIAX
2002
Miami International Holdings
MIAX
$4.03B
$8.3M ﹤0.01%
+206,281
FBIN icon
2003
Fortune Brands Innovations
FBIN
$6.11B
$8.3M ﹤0.01%
155,443
+21,148
LIT icon
2004
Global X Lithium & Battery Tech ETF
LIT
$1.48B
$8.29M ﹤0.01%
146,158
+106,618
GLRE icon
2005
Greenlight Captial
GLRE
$493M
$8.29M ﹤0.01%
652,820
-10,477
IBTI icon
2006
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.29B
$8.29M ﹤0.01%
371,121
+153,700
XSOE icon
2007
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.83B
$8.29M ﹤0.01%
218,612
-11,088
ET icon
2008
Energy Transfer Partners
ET
$56.1B
$8.28M ﹤0.01%
482,685
+96,897
KAR icon
2009
Openlane
KAR
$3.25B
$8.25M ﹤0.01%
286,602
-24,227
MRC
2010
DELISTED
MRC Global
MRC
$8.24M ﹤0.01%
571,111
-148,016
NSIT icon
2011
Insight Enterprises
NSIT
$2.47B
$8.21M ﹤0.01%
72,399
+5,896
CTS icon
2012
CTS Corp
CTS
$1.27B
$8.2M ﹤0.01%
205,429
-13,079
FBT icon
2013
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.39B
$8.19M ﹤0.01%
45,666
+3,448
SBH icon
2014
Sally Beauty Holdings
SBH
$1.51B
$8.18M ﹤0.01%
502,484
-100,068
APAM icon
2015
Artisan Partners
APAM
$2.95B
$8.18M ﹤0.01%
188,432
+11,748
CRC icon
2016
California Resources
CRC
$3.89B
$8.17M ﹤0.01%
153,657
-15,936
LCII icon
2017
LCI Industries
LCII
$2.98B
$8.16M ﹤0.01%
87,612
-28,100
FUL icon
2018
H.B. Fuller
FUL
$3.28B
$8.14M ﹤0.01%
137,385
+19,368
ROBO icon
2019
ROBO Global Robotics & Automation Index ETF
ROBO
$1.29B
$8.14M ﹤0.01%
124,092
-5,109
INDB icon
2020
Independent Bank
INDB
$3.83B
$8.12M ﹤0.01%
117,343
-19,467
ROBT icon
2021
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$675M
$8.09M ﹤0.01%
153,098
-19,731
QAI icon
2022
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$842M
$8.07M ﹤0.01%
240,036
+140
CNMD icon
2023
CONMED
CNMD
$1.25B
$8.03M ﹤0.01%
170,669
-2,242
SPGP icon
2024
Invesco S&P 500 GARP ETF
SPGP
$2.49B
$8M ﹤0.01%
70,424
-488
VCEL icon
2025
Vericel Corp
VCEL
$1.9B
$8M ﹤0.01%
254,061
-110,993