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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
BKE icon
2651
Buckle
BKE
$2.31B
$3.28M ﹤0.01%
65,063
-633
ARI
2652
Apollo Commercial Real Estate
ARI
$1.41B
$3.26M ﹤0.01%
307,163
-12,570
JD icon
2653
JD.com
JD
$36.5B
$3.25M ﹤0.01%
109,957
-47,440
ROCK icon
2654
Gibraltar Industries
ROCK
$1.19B
$3.24M ﹤0.01%
81,312
+306
HCI icon
2655
HCI Group
HCI
$2.14B
$3.24M ﹤0.01%
20,929
-624
SFD
2656
Smithfield Foods
SFD
$9.65B
$3.23M ﹤0.01%
115,389
+23,966
IEZ icon
2657
iShares US Oil Equipment & Services ETF
IEZ
$602M
$3.23M ﹤0.01%
111,443
+36,103
SLVM icon
2658
Sylvamo
SLVM
$1.54B
$3.22M ﹤0.01%
76,286
-5,675
UVE icon
2659
Universal Insurance Holdings
UVE
$1.07B
$3.22M ﹤0.01%
94,225
-21,904
PAHC icon
2660
Phibro Animal Health
PAHC
$1.26B
$3.22M ﹤0.01%
58,155
-14,386
WEN icon
2661
Wendy's
WEN
$1.18B
$3.22M ﹤0.01%
462,735
+147,628
BIDU icon
2662
Baidu
BIDU
$38B
$3.21M ﹤0.01%
28,803
+2,108
MAZE
2663
Maze Therapeutics
MAZE
$1.42B
$3.21M ﹤0.01%
107,486
+10,798
RUM icon
2664
Rumble
RUM
$1.88B
$3.2M ﹤0.01%
627,841
+2,605
BAM icon
2665
Brookfield Asset Management
BAM
$75.5B
$3.2M ﹤0.01%
68,922
-207,547
WRLD icon
2666
World Acceptance Corp
WRLD
$843M
$3.19M ﹤0.01%
23,642
+9,525
THQ
2667
abrdn Healthcare Opportunities Fund
THQ
$783M
$3.19M ﹤0.01%
189,884
-673
GSL icon
2668
Global Ship Lease
GSL
$1.38B
$3.19M ﹤0.01%
85,806
-15,384
IMO icon
2669
Imperial Oil
IMO
$55.1B
$3.18M ﹤0.01%
18,647
-301,088
AMSF icon
2670
AMERISAFE
AMSF
$587M
$3.18M ﹤0.01%
95,341
+13,583
TRST
2671
Trustco Bank Corp NY
TRST
$923M
$3.17M ﹤0.01%
72,445
-2,308
LOAR icon
2672
Loar Holdings
LOAR
$6.65B
$3.17M ﹤0.01%
55,406
-13,093
CFFN icon
2673
Capitol Federal Financial
CFFN
$1.02B
$3.16M ﹤0.01%
442,882
-61,097
AUR icon
2674
Aurora
AUR
$12.9B
$3.16M ﹤0.01%
766,340
-11,470
CMPS
2675
Compass Pathways
CMPS
$1.7B
$3.15M ﹤0.01%
570,496
-74,569