We are live on ! Find out more
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
BCE icon
2851
BCE
BCE
$21.1B
$2.19M ﹤0.01%
86,017
-1,899
BNTX icon
2852
BioNTech
BNTX
$22.8B
$2.18M ﹤0.01%
24,531
-3,942
FIGR
2853
Figure Technology Solutions
FIGR
$6.43B
$2.18M ﹤0.01%
64,166
-3,775
MSBI icon
2854
Midland States Bancorp
MSBI
$612M
$2.18M ﹤0.01%
97,524
+935
CBL
2855
CBL Properties
CBL
$1.53B
$2.17M ﹤0.01%
56,596
+2,903
XHB icon
2856
State Street SPDR S&P Homebuilders ETF
XHB
$1.64B
$2.17M ﹤0.01%
21,991
-638
GSLC icon
2857
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
$2.17M ﹤0.01%
17,339
-2,927
HAE icon
2858
Haemonetics
HAE
$3.3B
$2.17M ﹤0.01%
38,474
-27,042
NUV icon
2859
Nuveen Municipal Value Fund
NUV
$1.89B
$2.17M ﹤0.01%
240,866
+6,785
NBN icon
2860
Northeast Bank
NBN
$1.1B
$2.16M ﹤0.01%
19,266
-7,549
ADTN icon
2861
Adtran
ADTN
$1.26B
$2.16M ﹤0.01%
171,956
-29,374
NBB icon
2862
Nuveen Taxable Municipal Income Fund
NBB
$454M
$2.16M ﹤0.01%
138,021
-168,423
PRKS icon
2863
United Parks & Resorts
PRKS
$2.17B
$2.16M ﹤0.01%
66,094
-11,661
KOMP icon
2864
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$3.38B
$2.15M ﹤0.01%
36,842
+1,334
JJSF icon
2865
J&J Snack Foods
JJSF
$1.35B
$2.15M ﹤0.01%
27,104
-2,248
RNGR icon
2866
Ranger Energy Services
RNGR
$371M
$2.15M ﹤0.01%
125,321
-9,883
FHTX icon
2867
Foghorn Therapeutics
FHTX
$245M
$2.15M ﹤0.01%
448,976
-158,694
BSJT icon
2868
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$528M
$2.14M ﹤0.01%
101,965
+25,414
MSD
2869
Morgan Stanley Emerging Markets Debt Fund
MSD
$148M
$2.13M ﹤0.01%
303,422
-29,218
EWL icon
2870
iShares MSCI Switzerland ETF
EWL
$1.92B
$2.13M ﹤0.01%
36,211
-95,908
PBD icon
2871
Invesco Global Clean Energy ETF
PBD
$215M
$2.12M ﹤0.01%
118,175
-4,036
XRN
2872
Chiron Real Estate Inc
XRN
$464M
$2.11M ﹤0.01%
63,897
-34,211
AMSC icon
2873
American Superconductor
AMSC
$2.2B
$2.11M ﹤0.01%
62,336
+3,380
DBE icon
2874
Invesco DB Energy Fund
DBE
$78.5M
$2.11M ﹤0.01%
70,956
+59,129
EVMN
2875
Evommune Inc
EVMN
$812M
$2.1M ﹤0.01%
91,429
-13,126