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
GXC icon
2226
SPDR S&P China ETF
GXC
$493M
$6.05M ﹤0.01%
57,617
+809
PRAA icon
2227
PRA Group
PRAA
$684M
$6.03M ﹤0.01%
390,352
-37,783
EZA icon
2228
iShares MSCI South Africa ETF
EZA
$578M
$6.02M ﹤0.01%
93,977
-1,629
MNTN
2229
MNTN Inc
MNTN
$865M
$6.02M ﹤0.01%
324,629
-564,821
PATH icon
2230
UiPath
PATH
$8.93B
$6.02M ﹤0.01%
449,778
-35,956
ROCK icon
2231
Gibraltar Industries
ROCK
$1.44B
$6.01M ﹤0.01%
95,713
+19,502
VECO icon
2232
Veeco
VECO
$1.77B
$6.01M ﹤0.01%
197,405
+25,462
SFIX icon
2233
Stitch Fix
SFIX
$703M
$6M ﹤0.01%
1,378,651
+820,075
AIN icon
2234
Albany International
AIN
$1.47B
$5.98M ﹤0.01%
112,137
-17,329
NAD icon
2235
Nuveen Quality Municipal Income Fund
NAD
$2.81B
$5.98M ﹤0.01%
511,349
+94,404
ICHR icon
2236
Ichor Holdings
ICHR
$632M
$5.97M ﹤0.01%
340,910
-52,461
MDGL icon
2237
Madrigal Pharmaceuticals
MDGL
$13.7B
$5.96M ﹤0.01%
12,997
+4,591
POWL icon
2238
Powell Industries
POWL
$4.07B
$5.96M ﹤0.01%
19,555
-1,212
TD icon
2239
Toronto Dominion Bank
TD
$157B
$5.95M ﹤0.01%
61,308
-59
WST icon
2240
West Pharmaceutical
WST
$19.8B
$5.95M ﹤0.01%
22,669
-147,266
SPB icon
2241
Spectrum Brands
SPB
$1.41B
$5.95M ﹤0.01%
113,196
-4,161
VVV icon
2242
Valvoline
VVV
$3.79B
$5.94M ﹤0.01%
165,424
-5,728
SDRL icon
2243
Seadrill
SDRL
$2.01B
$5.94M ﹤0.01%
196,577
+80,994
DAN icon
2244
Dana Inc
DAN
$2.77B
$5.93M ﹤0.01%
296,014
-336,600
TSLX icon
2245
Sixth Street Specialty
TSLX
$2.03B
$5.93M ﹤0.01%
259,298
+43,648
CSGS icon
2246
CSG Systems International
CSGS
$2.2B
$5.93M ﹤0.01%
92,062
-10,121
NVST icon
2247
Envista
NVST
$3.69B
$5.93M ﹤0.01%
290,968
-49,757
LOAR icon
2248
Loar Holdings
LOAR
$6.53B
$5.92M ﹤0.01%
74,033
+18,860
AMP icon
2249
Ameriprise Financial
AMP
$46.1B
$5.91M ﹤0.01%
12,030
-472
ULS icon
2250
UL Solutions
ULS
$15.7B
$5.91M ﹤0.01%
83,353
-137,536