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
DIVI icon
2426
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.02B
$4.66M ﹤0.01%
124,794
+33,083
IOSP icon
2427
Innospec
IOSP
$1.93B
$4.63M ﹤0.01%
60,015
-25,262
ENFR icon
2428
Alerian Energy Infrastructure ETF
ENFR
$324M
$4.63M ﹤0.01%
142,983
-19,815
ALIT icon
2429
Alight
ALIT
$1.01B
$4.62M ﹤0.01%
1,418,045
-2,114,630
IAC icon
2430
IAC Inc
IAC
$3.1B
$4.61M ﹤0.01%
135,440
-9,532
MRVI icon
2431
Maravai LifeSciences
MRVI
$497M
$4.61M ﹤0.01%
1,606,878
-16,625
HURC icon
2432
Hurco Companies Inc
HURC
$95.3M
$4.61M ﹤0.01%
264,751
-57,060
DFH icon
2433
Dream Finders Homes
DFH
$1.66B
$4.59M ﹤0.01%
177,253
-31,115
OFLX icon
2434
Omega Flex
OFLX
$284M
$4.59M ﹤0.01%
147,236
-1,400
DBL
2435
DoubleLine Opportunistic Credit Fund
DBL
$299M
$4.59M ﹤0.01%
294,470
+18,295
ASTE icon
2436
Astec Industries
ASTE
$1.04B
$4.58M ﹤0.01%
95,262
-43,769
HBI
2437
DELISTED
Hanesbrands
HBI
$4.58M ﹤0.01%
695,266
-51,952
HOPE icon
2438
Hope Bancorp
HOPE
$1.47B
$4.57M ﹤0.01%
424,254
-103,140
HNST icon
2439
The Honest Company
HNST
$312M
$4.53M ﹤0.01%
1,231,180
+350,860
DBEM icon
2440
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$77.2M
$4.52M ﹤0.01%
146,591
+16,227
S icon
2441
SentinelOne
S
$5.01B
$4.52M ﹤0.01%
256,497
-30,610
IREN icon
2442
Iris Energy
IREN
$13.8B
$4.51M ﹤0.01%
95,240
-52,140
FTC icon
2443
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.28B
$4.51M ﹤0.01%
28,049
+5,399
FFC
2444
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$799M
$4.51M ﹤0.01%
266,764
-18,619
SION
2445
Sionna Therapeutics
SION
$1.89B
$4.5M ﹤0.01%
153,151
-83,662
RUM icon
2446
Rumble
RUM
$2.34B
$4.5M ﹤0.01%
621,301
-1,731
CUBI icon
2447
Customers Bancorp
CUBI
$2.59B
$4.49M ﹤0.01%
68,749
-17,961
TPHD icon
2448
Timothy Plan High Dividend Stock ETF
TPHD
$319M
$4.49M ﹤0.01%
114,226
-11,681
MUFG icon
2449
Mitsubishi UFJ Financial
MUFG
$179B
$4.49M ﹤0.01%
281,517
+5,406
MX icon
2450
Magnachip Semiconductor
MX
$97.9M
$4.48M ﹤0.01%
1,432,843
+208,417