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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
REMC
2801
Columbia Research Enhanced Mid Cap ETF
REMC
$4.37M
$2.47M ﹤0.01%
+123,077
XPEL icon
2802
XPEL
XPEL
$1.26B
$2.47M ﹤0.01%
55,698
-14,749
KLC
2803
KinderCare Learning Companies
KLC
$486M
$2.45M ﹤0.01%
1,115,569
-894,760
UTI icon
2804
Universal Technical Institute
UTI
$2.2B
$2.45M ﹤0.01%
67,837
+33,105
TRNS icon
2805
Transcat
TRNS
$866M
$2.45M ﹤0.01%
33,294
-36,713
DLX icon
2806
Deluxe
DLX
$1.02B
$2.44M ﹤0.01%
88,486
-8,787
CSTM icon
2807
Constellium
CSTM
$4.71B
$2.41M ﹤0.01%
98,034
+10,476
HPS
2808
John Hancock Preferred Income Fund III
HPS
$459M
$2.4M ﹤0.01%
168,263
+11,632
ARQT icon
2809
Arcutis Biotherapeutics
ARQT
$3.33B
$2.4M ﹤0.01%
101,674
+2,848
INMD icon
2810
InMode
INMD
$759M
$2.39M ﹤0.01%
174,845
-33,966
COLM icon
2811
Columbia Sportswear
COLM
$3.31B
$2.38M ﹤0.01%
43,513
-10,252
ADAG
2812
Adagene
ADAG
$254M
$2.38M ﹤0.01%
+607,903
BRZE icon
2813
Braze
BRZE
$2.16B
$2.38M ﹤0.01%
100,906
-521,733
CULP icon
2814
Culp Inc
CULP
$39.9M
$2.38M ﹤0.01%
869,320
-3,800
ANTX icon
2815
AN2 Therapeutics
ANTX
$194M
$2.38M ﹤0.01%
+696,181
FNDB icon
2816
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.38B
$2.38M ﹤0.01%
87,475
+238
EGBN icon
2817
Eagle Bancorp
EGBN
$848M
$2.38M ﹤0.01%
95,636
-31,987
PUK icon
2818
Prudential
PUK
$33.8B
$2.38M ﹤0.01%
83,455
-13,052
UHAL.B icon
2819
U-Haul Holding Co Series N
UHAL.B
$10.5B
$2.37M ﹤0.01%
53,110
-1,083
CSWC icon
2820
Capital Southwest
CSWC
$1.44B
$2.35M ﹤0.01%
105,475
+85,369
MBC icon
2821
MasterBrand
MBC
$1.1B
$2.33M ﹤0.01%
280,289
-16,053
EBF icon
2822
Ennis
EBF
$518M
$2.33M ﹤0.01%
108,655
-28,712
TNDM icon
2823
Tandem Diabetes Care
TNDM
$983M
$2.32M ﹤0.01%
121,150
-7,570
DCH
2824
Dauch Corp
DCH
$1.46B
$2.32M ﹤0.01%
391,619
-37,410
APEI icon
2825
American Public Education
APEI
$990M
$2.32M ﹤0.01%
40,767
-194,279