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
INTA icon
3301
Intapp
INTA
$1.7B
$859K ﹤0.01%
33,436
-4,197
SWAN icon
3302
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$162M
$858K ﹤0.01%
27,635
+4,562
OLMA icon
3303
Olema Pharmaceuticals
OLMA
$831M
$855K ﹤0.01%
57,362
-147,267
NMM icon
3304
Navios Maritime Partners
NMM
$1.99B
$854K ﹤0.01%
+12,651
NDMO icon
3305
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$620M
$853K ﹤0.01%
82,904
+16,021
GRPM icon
3306
Invesco S&P MidCap 400 GARP ETF
GRPM
$470M
$853K ﹤0.01%
7,215
-23,173
JHEM icon
3307
John Hancock Multifactor Emerging Markets ETF
JHEM
$1.07B
$847K ﹤0.01%
24,711
+12,283
OFIX icon
3308
Orthofix Medical
OFIX
$382M
$840K ﹤0.01%
+73,213
TGB
3309
Taseko Mines
TGB
$2.61B
$838K ﹤0.01%
+129,984
SPLB icon
3310
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.24B
$836K ﹤0.01%
37,602
-6,162
AEG icon
3311
Aegon
AEG
$12.7B
$835K ﹤0.01%
114,991
-138,577
MYN icon
3312
BlackRock MuniYield New York Quality Fund
MYN
$384M
$834K ﹤0.01%
86,880
+76,580
FIVA
3313
Fidelity International Value Factor ETF
FIVA
$560M
$832K ﹤0.01%
23,895
-1,188
ANL
3314
Adlai Nortye
ANL
$650M
$831K ﹤0.01%
+120,156
GHM icon
3315
Graham Corp
GHM
$1.29B
$831K ﹤0.01%
10,532
-15,782
CERS icon
3316
Cerus
CERS
$541M
$826K ﹤0.01%
454,051
+107,051
MNRO icon
3317
Monro
MNRO
$467M
$826K ﹤0.01%
51,482
-5,671
XERS icon
3318
Xeris Biopharma Holdings
XERS
$1.2B
$824K ﹤0.01%
142,148
-1,315
NWS icon
3319
News Corp Class B
NWS
$15.6B
$823K ﹤0.01%
28,805
-970
HIPO icon
3320
Hippo Holdings
HIPO
$676M
$821K ﹤0.01%
31,522
-3,818
CABO icon
3321
Cable One
CABO
$233M
$821K ﹤0.01%
9,003
-48,043
CTKB icon
3322
Cytek Biosciences
CTKB
$487M
$818K ﹤0.01%
187,270
-15,046
AWF
3323
AllianceBernstein Global High Income Fund
AWF
$875M
$815K ﹤0.01%
80,132
+5,129
NBR icon
3324
Nabors Industries
NBR
$1.29B
$813K ﹤0.01%
9,448
-15
AOMR
3325
Angel Oak Mortgage REIT
AOMR
$211M
$810K ﹤0.01%
98,569
+7,424