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
CASH icon
2401
Pathward Financial
CASH
$1.61B
$4.38M ﹤0.01%
55,346
-1,072
MYPS icon
2402
PLAYSTUDIOS Inc
MYPS
$81M
$4.38M ﹤0.01%
3,342,348
+870,521
AXS icon
2403
AXIS Capital
AXS
$7.88B
$4.38M ﹤0.01%
42,272
+23,741
POWL icon
2404
Powell Industries
POWL
$3.91B
$4.37M ﹤0.01%
20,767
-48,968
CZR icon
2405
Caesars Entertainment
CZR
$4.75B
$4.37M ﹤0.01%
153,764
+87,194
TGI
2406
DELISTED
Triumph Group
TGI
$4.36M ﹤0.01%
169,513
-5,242
MHK icon
2407
Mohawk Industries
MHK
$7.17B
$4.36M ﹤0.01%
41,603
+380
TAYD icon
2408
Taylor Devices
TAYD
$157M
$4.36M ﹤0.01%
+100,480
AMKR icon
2409
Amkor Technology
AMKR
$9B
$4.36M ﹤0.01%
207,570
+21,256
STNE icon
2410
StoneCo
STNE
$4.42B
$4.36M ﹤0.01%
271,354
-49,118
ATHM icon
2411
Autohome
ATHM
$2.81B
$4.35M ﹤0.01%
168,513
-9,405
BXMX icon
2412
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.51B
$4.33M ﹤0.01%
313,236
-85,514
CFFN icon
2413
Capitol Federal Financial
CFFN
$855M
$4.31M ﹤0.01%
706,172
+39,794
DBA icon
2414
Invesco DB Agriculture Fund
DBA
$768M
$4.29M ﹤0.01%
165,033
+36,127
MRNA icon
2415
Moderna
MRNA
$10.2B
$4.28M ﹤0.01%
155,183
-45,060
IPG
2416
DELISTED
Interpublic Group of Companies
IPG
$4.28M ﹤0.01%
174,933
-119,000
AMED
2417
DELISTED
Amedisys
AMED
$4.28M ﹤0.01%
43,470
+3,257
TSI
2418
TCW Strategic Income Fund
TSI
$236M
$4.27M ﹤0.01%
875,524
-52,498
NATL icon
2419
NCR Atleos
NATL
$2.74B
$4.27M ﹤0.01%
149,715
-13,401
RPG icon
2420
Invesco S&P 500 Pure Growth ETF
RPG
$1.57B
$4.26M ﹤0.01%
93,144
-4,047
CCOI icon
2421
Cogent Communications
CCOI
$937M
$4.26M ﹤0.01%
88,263
-658,174
DBL
2422
DoubleLine Opportunistic Credit Fund
DBL
$290M
$4.25M ﹤0.01%
276,175
-55,624
APA icon
2423
APA Corp
APA
$8.86B
$4.24M ﹤0.01%
231,998
+36,216
EWH icon
2424
iShares MSCI Hong Kong ETF
EWH
$682M
$4.23M ﹤0.01%
76,862
-117,322
DLB icon
2425
Dolby
DLB
$6.44B
$4.22M ﹤0.01%
56,893
-28,719