Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442B
AUM Growth
+$7.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,220
New
Increased
Reduced
Closed

Top Buys

1 +$977M
2 +$429M
3 +$420M
4
TXN icon
Texas Instruments
TXN
+$420M
5
GD icon
General Dynamics
GD
+$358M

Top Sells

1 +$863M
2 +$765M
3 +$556M
4
META icon
Meta Platforms (Facebook)
META
+$535M
5
AMAT icon
Applied Materials
AMAT
+$534M

Sector Composition

1 Technology 25.48%
2 Financials 11.46%
3 Healthcare 7.99%
4 Industrials 7.85%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CVGW icon
3176
Calavo Growers
CVGW
$440M
$1.24M ﹤0.01%
57,136
-420
STN icon
3177
Stantec
STN
$10.2B
$1.23M ﹤0.01%
11,845
+7,846
PLAY icon
3178
Dave & Buster's
PLAY
$410M
$1.23M ﹤0.01%
75,963
-10,562
PBW icon
3179
Invesco WilderHill Clean Energy ETF
PBW
$494M
$1.23M ﹤0.01%
40,211
+8,877
PRCT icon
3180
Procept Biorobotics
PRCT
$1.47B
$1.23M ﹤0.01%
39,013
-38,203
NEXT icon
3181
NextDecade
NEXT
$1.91B
$1.23M ﹤0.01%
232,740
+89,600
RIOT icon
3182
Riot Platforms
RIOT
$5.45B
$1.23M ﹤0.01%
96,720
-1,645,773
MFG icon
3183
Mizuho Financial
MFG
$94.8B
$1.23M ﹤0.01%
167,387
-6,023
UNTY icon
3184
Unity Bancorp
UNTY
$508M
$1.22M ﹤0.01%
23,626
-291
BATT icon
3185
Amplify Lithium & Battery Technology ETF
BATT
$107M
$1.22M ﹤0.01%
88,201
-4,922
PBA icon
3186
Pembina Pipeline
PBA
$26.2B
$1.22M ﹤0.01%
31,281
-100
TECB icon
3187
iShares US Tech Breakthrough Multisector ETF
TECB
$407M
$1.22M ﹤0.01%
19,961
-20,668
QCRH icon
3188
QCR Holdings
QCRH
$1.4B
$1.21M ﹤0.01%
14,581
+386
BBH icon
3189
VanEck Biotech ETF
BBH
$386M
$1.21M ﹤0.01%
6,416
-79
SIGA icon
3190
SIGA Technologies
SIGA
$358M
$1.21M ﹤0.01%
198,010
+25,520
PTNQ icon
3191
Pacer Trendpilot 100 ETF
PTNQ
$1.19B
$1.21M ﹤0.01%
15,372
-441
AERO
3192
Grupo Aeromexico SAB de CV
AERO
$1.96B
$1.21M ﹤0.01%
+55,000
DAKT icon
3193
Daktronics
DAKT
$1.01B
$1.21M ﹤0.01%
+61,050
PML
3194
PIMCO Municipal Income Fund II
PML
$499M
$1.2M ﹤0.01%
158,227
-79,801
AMN icon
3195
AMN Healthcare
AMN
$711M
$1.19M ﹤0.01%
75,315
-4,272
SLF icon
3196
Sun Life Financial
SLF
$35B
$1.19M ﹤0.01%
14,696
-1,190
SYM icon
3197
Symbotic
SYM
$6.61B
$1.18M ﹤0.01%
19,886
+1,479
HBCP icon
3198
Home Bancorp
HBCP
$474M
$1.18M ﹤0.01%
20,426
-1,472
MPLT
3199
MapLight Therapeutics
MPLT
$775M
$1.17M ﹤0.01%
+66,872
CMCL icon
3200
Caledonia Mining Corp
CMCL
$430M
$1.17M ﹤0.01%
44,727
-3,075