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
IXG icon
3101
iShares Global Financials ETF
IXG
$556M
$1.31M ﹤0.01%
11,499
-57,113
BJRI icon
3102
BJ's Restaurants
BJRI
$1.15B
$1.31M ﹤0.01%
37,301
-7,044
STGW icon
3103
Stagwell
STGW
$1.66B
$1.31M ﹤0.01%
208,100
+3,726
FTMH
3104
Franklin Municipal High Yield ETF
FTMH
$581M
$1.31M ﹤0.01%
113,270
+14,367
DJCO icon
3105
Daily Journal
DJCO
$729M
$1.3M ﹤0.01%
2,703
+1,893
MPAA icon
3106
Motorcar Parts of America
MPAA
$291M
$1.3M ﹤0.01%
117,878
-80,159
OSPN icon
3107
OneSpan
OSPN
$500M
$1.3M ﹤0.01%
123,671
-1,974,343
FREL icon
3108
Fidelity MSCI Real Estate Index ETF
FREL
$1.42B
$1.3M ﹤0.01%
48,212
-20,058
USNA icon
3109
Usana Health Sciences
USNA
$349M
$1.28M ﹤0.01%
73,380
-1,544
GLBE icon
3110
Global E Online
GLBE
$5.52B
$1.28M ﹤0.01%
41,526
-74,478
OPEN icon
3111
Opendoor
OPEN
$4.31B
$1.28M ﹤0.01%
272,766
-276
RWT
3112
Redwood Trust
RWT
$646M
$1.28M ﹤0.01%
227,380
-1,562
HIFS icon
3113
Hingham Institution for Saving
HIFS
$625M
$1.27M ﹤0.01%
4,460
-212
PHG icon
3114
Philips
PHG
$26B
$1.27M ﹤0.01%
46,485
-4,113
EGY icon
3115
Vaalco Energy
EGY
$597M
$1.27M ﹤0.01%
200,582
-183,814
DTCR icon
3116
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.38B
$1.27M ﹤0.01%
+52,899
NRDS icon
3117
NerdWallet
NRDS
$551M
$1.26M ﹤0.01%
121,742
-210
AMPY icon
3118
Amplify Energy
AMPY
$171M
$1.26M ﹤0.01%
+202,430
BKTI icon
3119
BK Technologies
BKTI
$311M
$1.26M ﹤0.01%
16,869
-1,553
DAKT icon
3120
Daktronics
DAKT
$1B
$1.26M ﹤0.01%
64,243
+3,193
NKX icon
3121
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$661M
$1.25M ﹤0.01%
105,254
+35,071
IVOV icon
3122
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.31B
$1.25M ﹤0.01%
12,251
-1,410
BIRK icon
3123
Birkenstock
BIRK
$8.48B
$1.25M ﹤0.01%
34,854
+2,424
ACEL icon
3124
Accel Entertainment
ACEL
$1.05B
$1.25M ﹤0.01%
114,268
-707
OMER icon
3125
Omeros
OMER
$744M
$1.25M ﹤0.01%
117,948
+944