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
AII
3451
American Integrity Insurance
AII
$328M
$592K ﹤0.01%
30,729
-6,389
GLUE icon
3452
Monte Rosa Therapeutics
GLUE
$1.55B
$592K ﹤0.01%
35,997
-86,167
XSLV icon
3453
Invesco S&P SmallCap Low Volatility ETF
XSLV
$237M
$592K ﹤0.01%
12,541
+672
CWBC
3454
Community West Bancshares
CWBC
$684M
$592K ﹤0.01%
+25,400
GABC icon
3455
German American Bancorp
GABC
$1.69B
$590K ﹤0.01%
14,116
+592
STOK icon
3456
Stoke Therapeutics
STOK
$1.93B
$590K ﹤0.01%
18,113
-2,963
IPAC icon
3457
iShares Core MSCI Pacific ETF
IPAC
$2.61B
$588K ﹤0.01%
7,681
-577
FDIS icon
3458
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.68B
$587K ﹤0.01%
6,296
+1,188
COFS icon
3459
Choiceone Financial
COFS
$477M
$585K ﹤0.01%
+20,820
ALEC icon
3460
Alector
ALEC
$194M
$583K ﹤0.01%
271,272
-83,027
UHAL icon
3461
U-Haul Holding Co
UHAL
$11.8B
$583K ﹤0.01%
12,204
+1,574
CVLG icon
3462
Covenant Logistics
CVLG
$1.07B
$580K ﹤0.01%
21,380
-4,402
TWI icon
3463
Titan International
TWI
$487M
$579K ﹤0.01%
83,743
-7,125
ACRE
3464
Ares Commercial Real Estate
ACRE
$256M
$575K ﹤0.01%
119,743
-52,000
SPWR icon
3465
SunPower Inc
SPWR
$114M
$574K ﹤0.01%
+452,242
WCMI
3466
First Trust WCM International Equity ETF
WCMI
$1.53B
$572K ﹤0.01%
+34,120
SLX icon
3467
VanEck Steel ETF
SLX
$229M
$571K ﹤0.01%
6,218
-33,395
HEZU icon
3468
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$575M
$570K ﹤0.01%
13,052
+636
MDLN
3469
Medline Inc
MDLN
$30.4B
$565K ﹤0.01%
+12,705
TDF
3470
Templeton Dragon Fund
TDF
$269M
$564K ﹤0.01%
53,200
+3,474
MTW icon
3471
Manitowoc
MTW
$473M
$561K ﹤0.01%
48,189
-3,858
RAIL icon
3472
FreightCar America
RAIL
$178M
$559K ﹤0.01%
+70,135
XSW icon
3473
State Street SPDR S&P Software & Services ETF
XSW
$398M
$558K ﹤0.01%
3,918
-23,696
GRNY
3474
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.37B
$553K ﹤0.01%
+23,184
FDEM icon
3475
Fidelity Emerging Markets Multifactor ETF
FDEM
$617M
$553K ﹤0.01%
17,511
-1,965