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
GVI icon
2451
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$4.05M ﹤0.01%
37,918
-957
NSP icon
2452
Insperity
NSP
$1.33B
$4.04M ﹤0.01%
67,267
-7,083
THQ
2453
abrdn Healthcare Opportunities Fund
THQ
$792M
$4.04M ﹤0.01%
219,731
+12,244
SITC icon
2454
SITE Centers
SITC
$386M
$4.03M ﹤0.01%
422,265
+827
FENY icon
2455
Fidelity MSCI Energy Index ETF
FENY
$1.34B
$4.03M ﹤0.01%
171,746
+19,612
ZD icon
2456
Ziff Davis
ZD
$1.3B
$4.02M ﹤0.01%
132,965
-4,803
CNXN icon
2457
PC Connection
CNXN
$1.47B
$4.02M ﹤0.01%
61,183
-847
FOXF icon
2458
Fox Factory Holding Corp
FOXF
$618M
$4.02M ﹤0.01%
155,150
+10,260
MAN icon
2459
ManpowerGroup
MAN
$1.33B
$4.02M ﹤0.01%
99,558
-4,903
ETW
2460
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$996M
$4.02M ﹤0.01%
464,182
+135,448
LEG icon
2461
Leggett & Platt
LEG
$1.39B
$4.01M ﹤0.01%
449,701
-30,842
CFA icon
2462
VictoryShares US 500 Volatility Wtd ETF
CFA
$525M
$4.01M ﹤0.01%
45,541
-14,662
NDSN icon
2463
Nordson
NDSN
$13.4B
$3.99M ﹤0.01%
18,606
-100,160
IPGP icon
2464
IPG Photonics
IPGP
$3.35B
$3.99M ﹤0.01%
58,084
-7,399
RARE icon
2465
Ultragenyx Pharmaceutical
RARE
$3.35B
$3.97M ﹤0.01%
109,237
+89,940
BHF icon
2466
Brighthouse Financial
BHF
$3.75B
$3.97M ﹤0.01%
73,823
-297
SRLN icon
2467
State Street Blackstone Senior Loan ETF
SRLN
$6.76B
$3.96M ﹤0.01%
95,146
-810,969
SHYL icon
2468
Xtrackers Short Duration High Yield Bond ETF
SHYL
$244M
$3.96M ﹤0.01%
87,302
+3,006
CPB icon
2469
Campbell Soup
CPB
$9.07B
$3.95M ﹤0.01%
128,735
-5,654
RES icon
2470
RPC Inc
RES
$1.17B
$3.93M ﹤0.01%
831,207
+244,646
PARA
2471
DELISTED
Paramount Global Class B
PARA
$3.91M ﹤0.01%
303,096
+27,055
MRVI icon
2472
Maravai LifeSciences
MRVI
$525M
$3.91M ﹤0.01%
1,623,503
-839,843
MQ icon
2473
Marqeta
MQ
$2.11B
$3.9M ﹤0.01%
669,311
+5,623
AMPH icon
2474
Amphastar Pharmaceuticals
AMPH
$1.27B
$3.9M ﹤0.01%
169,849
+14,703
AUR icon
2475
Aurora
AUR
$8.11B
$3.89M ﹤0.01%
742,444
-59,880