Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442B
AUM Growth
+$7.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,220
New
Increased
Reduced
Closed

Top Buys

1 +$977M
2 +$429M
3 +$420M
4
TXN icon
Texas Instruments
TXN
+$420M
5
GD icon
General Dynamics
GD
+$358M

Top Sells

1 +$863M
2 +$765M
3 +$556M
4
META icon
Meta Platforms (Facebook)
META
+$535M
5
AMAT icon
Applied Materials
AMAT
+$534M

Sector Composition

1 Technology 25.48%
2 Financials 11.46%
3 Healthcare 7.99%
4 Industrials 7.85%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVTX icon
2551
Avalo Therapeutics
AVTX
$249M
$3.96M ﹤0.01%
217,974
+4,402
BSJR icon
2552
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$818M
$3.96M ﹤0.01%
174,971
+16,468
RUM icon
2553
Rumble
RUM
$1.74B
$3.95M ﹤0.01%
625,236
+3,935
SLVM icon
2554
Sylvamo
SLVM
$1.55B
$3.95M ﹤0.01%
81,961
-5,522
STNE icon
2555
StoneCo
STNE
$3.43B
$3.94M ﹤0.01%
266,059
-84,199
UVE icon
2556
Universal Insurance Holdings
UVE
$977M
$3.93M ﹤0.01%
116,129
-4,147
WHR icon
2557
Whirlpool
WHR
$3.47B
$3.92M ﹤0.01%
54,143
-6,001
ASPN icon
2558
Aspen Aerogels
ASPN
$268M
$3.9M ﹤0.01%
+1,378,284
OLN icon
2559
Olin
OLN
$3.14B
$3.9M ﹤0.01%
187,131
-5,881
EYPT icon
2560
EyePoint Inc
EYPT
$1.05B
$3.9M ﹤0.01%
213,301
+83,177
INTT icon
2561
inTEST
INTT
$189M
$3.89M ﹤0.01%
521,070
+6,687
STEL icon
2562
Stellar Bancorp
STEL
$1.84B
$3.89M ﹤0.01%
125,634
-53,612
DYN icon
2563
Dyne Therapeutics
DYN
$2.95B
$3.87M ﹤0.01%
197,691
-224,965
BHF icon
2564
Brighthouse Financial
BHF
$3.45B
$3.86M ﹤0.01%
59,641
-13,915
IONQ icon
2565
IonQ
IONQ
$12B
$3.86M ﹤0.01%
86,098
-353,269
SMDV icon
2566
ProShares Russell 2000 Dividend Growers ETF
SMDV
$624M
$3.86M ﹤0.01%
58,377
+7,893
EMO
2567
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.08B
$3.86M ﹤0.01%
86,386
+11,148
XPRO icon
2568
Expro
XPRO
$2.09B
$3.86M ﹤0.01%
288,908
-27,550
LEG icon
2569
Leggett & Platt
LEG
$1.38B
$3.85M ﹤0.01%
350,129
-16,655
LZ icon
2570
LegalZoom.com
LZ
$1.03B
$3.83M ﹤0.01%
386,149
-503,302
CENX icon
2571
Century Aluminum
CENX
$4.97B
$3.82M ﹤0.01%
97,550
-45,259
CCLD icon
2572
CareCloud
CCLD
$149M
$3.82M ﹤0.01%
1,306,297
-315,726
PAGP icon
2573
Plains GP Holdings
PAGP
$4.78B
$3.81M ﹤0.01%
198,777
-618
EE icon
2574
Excelerate Energy
EE
$1.11B
$3.81M ﹤0.01%
135,651
-12,109
KIE icon
2575
State Street SPDR S&P Insurance ETF
KIE
$419M
$3.8M ﹤0.01%
63,201
-1,528