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
IRD
2951
Opus Genetics
IRD
$336M
$1.77M ﹤0.01%
+388,491
ESTA icon
2952
Establishment Labs
ESTA
$2.6B
$1.77M ﹤0.01%
31,131
+5,381
SLRC icon
2953
SLR Investment Corp
SLRC
$668M
$1.77M ﹤0.01%
123,570
-28,528
JOBY icon
2954
Joby Aviation
JOBY
$9.99B
$1.75M ﹤0.01%
212,186
-49,544
DFAS icon
2955
Dimensional US Small Cap ETF
DFAS
$14.9B
$1.75M ﹤0.01%
24,630
+7,834
CFO icon
2956
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$407M
$1.74M ﹤0.01%
23,399
-440
TITN icon
2957
Titan Machinery
TITN
$478M
$1.73M ﹤0.01%
103,758
-21,616
GSHD icon
2958
Goosehead Insurance
GSHD
$908M
$1.73M ﹤0.01%
40,587
-41,346
MYI icon
2959
BlackRock MuniYield Quality Fund III
MYI
$726M
$1.72M ﹤0.01%
163,854
+138,368
DNLI icon
2960
Denali Therapeutics
DNLI
$3.82B
$1.72M ﹤0.01%
89,534
-90,687
CNA icon
2961
CNA Financial
CNA
$12.4B
$1.72M ﹤0.01%
37,381
-28
KELYA icon
2962
Kelly Services Class A
KELYA
$379M
$1.71M ﹤0.01%
193,717
+10,496
PDFS icon
2963
PDF Solutions
PDFS
$2.71B
$1.71M ﹤0.01%
52,322
-6,486
STK
2964
Columbia Seligman Premium Technology Growth Fund
STK
$963M
$1.7M ﹤0.01%
44,919
+1,378
SPGM icon
2965
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.73B
$1.7M ﹤0.01%
22,484
+4,396
BCAT icon
2966
BlackRock Capital Allocation Term Trust
BCAT
$1.66B
$1.7M ﹤0.01%
120,460
-329
ZTO icon
2967
ZTO Express
ZTO
$16.9B
$1.7M ﹤0.01%
67,611
+55,911
USSG icon
2968
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$564M
$1.69M ﹤0.01%
28,362
-471
VLN icon
2969
Valens Semiconductor
VLN
$237M
$1.69M ﹤0.01%
1,496,042
+16,700
CLB icon
2970
Core Laboratories
CLB
$536M
$1.69M ﹤0.01%
100,538
-53,848
RGNX icon
2971
Regenxbio
RGNX
$479M
$1.68M ﹤0.01%
200,352
-47,015
ETB
2972
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$451M
$1.67M ﹤0.01%
116,091
-517
PSIX
2973
Power Solutions International
PSIX
$909M
$1.66M ﹤0.01%
26,984
-11,052
GMAB icon
2974
Genmab
GMAB
$15.7B
$1.66M ﹤0.01%
61,924
+434
TRP icon
2975
TC Energy
TRP
$71.6B
$1.66M ﹤0.01%
22,951
+4,229