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Ameriprise

Ameriprise Portfolio holdings

AUM $431B
1-Year Est. Return 30.59%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431B
AUM Growth
-$11.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$707M
2 +$684M
3 +$655M
4
EOG icon
EOG Resources
EOG
+$556M
5
AVGO icon
Broadcom
AVGO
+$511M

Top Sells

1 +$1.1B
2 +$870M
3 +$845M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$809M
5
AZN icon
AstraZeneca
AZN
+$770M

Sector Composition

1 Technology 23.93%
2 Financials 10.24%
3 Industrials 8.47%
4 Healthcare 8%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
POST icon
2501
Post Holdings
POST
$4.01B
$4.16M ﹤0.01%
42,097
-8,162
EIG icon
2502
Employers Holdings
EIG
$849M
$4.16M ﹤0.01%
101,158
-4,128
EMD
2503
Western Asset Emerging Markets Debt Fund
EMD
$619M
$4.16M ﹤0.01%
423,208
+28,119
ATKR icon
2504
Atkore
ATKR
$2.74B
$4.15M ﹤0.01%
70,514
-15,414
AVBP icon
2505
ArriVent BioPharma
AVBP
$1.48B
$4.15M ﹤0.01%
180,028
+61,543
EOI
2506
Eaton Vance Enhanced Equity Income Fund
EOI
$796M
$4.15M ﹤0.01%
216,812
+2,740
CGBL icon
2507
Capital Group Core Balanced ETF
CGBL
$6.94B
$4.15M ﹤0.01%
120,685
-24,370
IYC icon
2508
iShares US Consumer Discretionary ETF
IYC
$1.15B
$4.15M ﹤0.01%
42,803
-9,368
IOSP icon
2509
Innospec
IOSP
$2.04B
$4.13M ﹤0.01%
56,535
-3,752
RIVN icon
2510
Rivian
RIVN
$20.3B
$4.09M ﹤0.01%
271,876
+11,081
BOOM icon
2511
DMC Global
BOOM
$144M
$4.09M ﹤0.01%
784,693
-257
DEW icon
2512
WisdomTree Global High Dividend Fund
DEW
$141M
$4.09M ﹤0.01%
61,619
+22,230
RPG icon
2513
Invesco S&P 500 Pure Growth ETF
RPG
$2.3B
$4.08M ﹤0.01%
87,311
-1,001
NCV
2514
Virtus Convertible & Income Fund
NCV
$397M
$4.08M ﹤0.01%
273,944
+6,864
SPSC icon
2515
SPS Commerce
SPSC
$1.95B
$4.08M ﹤0.01%
73,259
-183,468
AMR icon
2516
Alpha Metallurgical Resources
AMR
$2.36B
$4.07M ﹤0.01%
19,837
-1,008
HOPE icon
2517
Hope Bancorp
HOPE
$1.64B
$4.06M ﹤0.01%
363,829
-39,529
BIDD
2518
iShares International Dividend Active ETF
BIDD
$425M
$4.06M ﹤0.01%
142,824
-292,867
IHE icon
2519
iShares US Pharmaceuticals ETF
IHE
$963M
$4.06M ﹤0.01%
46,842
+21,289
PRVA icon
2520
Privia Health
PRVA
$2.98B
$4.04M ﹤0.01%
196,515
-7,710
PBA icon
2521
Pembina Pipeline
PBA
$26.8B
$4.04M ﹤0.01%
71,039
+39,758
BSCV icon
2522
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.72B
$4.04M ﹤0.01%
245,240
+49,999
SPHB icon
2523
Invesco S&P 500 High Beta ETF
SPHB
$1.06B
$4.01M ﹤0.01%
34,545
-156,203
COHU icon
2524
Cohu
COHU
$3.27B
$4M ﹤0.01%
130,794
-4,282
STC icon
2525
Stewart Information Services
STC
$2.02B
$4M ﹤0.01%
65,001
-331