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
ALRM icon
2376
Alarm.com
ALRM
$2.61B
$5.02M ﹤0.01%
94,603
-6,934
DAR icon
2377
Darling Ingredients
DAR
$5.49B
$5.02M ﹤0.01%
162,626
-11,335
MAGN
2378
Magnera Corp
MAGN
$518M
$5.02M ﹤0.01%
427,992
-3,077
IEO icon
2379
iShares US Oil & Gas Exploration & Production ETF
IEO
$422M
$5.02M ﹤0.01%
54,163
-59
IPG
2380
DELISTED
Interpublic Group of Companies
IPG
$5.01M ﹤0.01%
179,587
+4,654
MORN icon
2381
Morningstar
MORN
$8.92B
$5.01M ﹤0.01%
21,594
-22,690
MFIC icon
2382
MidCap Financial Investment
MFIC
$1.08B
$5M ﹤0.01%
417,160
+14,524
PHO icon
2383
Invesco Water Resources ETF
PHO
$2.14B
$5M ﹤0.01%
69,293
-10,865
PLAB icon
2384
Photronics
PLAB
$2.03B
$4.98M ﹤0.01%
217,107
-29,269
NEA icon
2385
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.44B
$4.98M ﹤0.01%
437,200
+4,107
STC icon
2386
Stewart Information Services
STC
$2.16B
$4.98M ﹤0.01%
67,910
-12,968
ABVX
2387
Abivax
ABVX
$10.8B
$4.98M ﹤0.01%
+58,618
CVBF icon
2388
CVB Financial
CVBF
$2.68B
$4.96M ﹤0.01%
262,473
-16,877
UNFI icon
2389
United Natural Foods
UNFI
$2.11B
$4.96M ﹤0.01%
131,934
-99,318
ATHM icon
2390
Autohome
ATHM
$2.77B
$4.95M ﹤0.01%
173,206
+4,693
RVSB icon
2391
Riverview Bancorp
RVSB
$110M
$4.94M ﹤0.01%
920,830
-23,620
SNFCA icon
2392
Security National Financial
SNFCA
$235M
$4.94M ﹤0.01%
569,295
+78,086
MLPA icon
2393
Global X MLP ETF
MLPA
$1.82B
$4.93M ﹤0.01%
101,845
+41,503
LEU icon
2394
Centrus Energy
LEU
$4.76B
$4.93M ﹤0.01%
15,896
-23,407
DBEU icon
2395
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$659M
$4.92M ﹤0.01%
106,710
-3,115
TAYD icon
2396
Taylor Devices
TAYD
$187M
$4.92M ﹤0.01%
100,250
-230
RELY icon
2397
Remitly
RELY
$3.06B
$4.91M ﹤0.01%
301,439
-31,294
IRON icon
2398
Disc Medicine
IRON
$3B
$4.91M ﹤0.01%
74,350
-47,170
EWW icon
2399
iShares MSCI Mexico ETF
EWW
$1.92B
$4.91M ﹤0.01%
71,955
-10,421
ZD icon
2400
Ziff Davis
ZD
$1.41B
$4.9M ﹤0.01%
128,632
-4,333