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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
VIV icon
3526
Telefônica Brasil
VIV
$20.1B
$485K ﹤0.01%
30,332
-325,659
GNE icon
3527
Genie Energy
GNE
$369M
$483K ﹤0.01%
34,152
-24,481
RDY icon
3528
Dr. Reddy's Laboratories
RDY
$11.1B
$480K ﹤0.01%
34,692
+15,999
OCTU
3529
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
$60.9M
$479K ﹤0.01%
+17,369
ARTNA icon
3530
Artesian Resources
ARTNA
$333M
$479K ﹤0.01%
15,034
-274
IMXI icon
3531
International Money Express
IMXI
$431M
$477K ﹤0.01%
30,179
-17,856
FER icon
3532
Ferrovial N.V. Ordinary Shares
FER
$49.5B
$475K ﹤0.01%
+7,374
AXIA
3533
AXIA Energia
AXIA
$22.4B
$474K ﹤0.01%
42,012
+2,438
BCML icon
3534
BayCom
BCML
$344M
$471K ﹤0.01%
15,839
-890
OSBC icon
3535
Old Second Bancorp
OSBC
$1.13B
$470K ﹤0.01%
23,294
-27,335
IBTA icon
3536
Ibotta
IBTA
$715M
$469K ﹤0.01%
15,641
-178,411
BHVN icon
3537
Biohaven
BHVN
$2.04B
$468K ﹤0.01%
55,340
+1,292
BHK icon
3538
BlackRock Core Bond Trust
BHK
$649M
$468K ﹤0.01%
51,038
+3,915
MYFW icon
3539
First Western Financial
MYFW
$297M
$467K ﹤0.01%
19,000
JPUS
3540
JPMorgan Diversified Return US Equity ETF
JPUS
$451M
$467K ﹤0.01%
3,587
+1,371
DRD
3541
DRDGold
DRD
$2.11B
$465K ﹤0.01%
15,847
-247
EQAL icon
3542
Invesco Russell 1000 Equal Weight ETF
EQAL
$803M
$465K ﹤0.01%
8,446
-1,707
FC icon
3543
Franklin Covey
FC
$269M
$464K ﹤0.01%
29,408
-27,880
DGICA icon
3544
Donegal Group Class A
DGICA
$648M
$462K ﹤0.01%
26,911
-5,166
SMR icon
3545
NuScale Power
SMR
$4.06B
$461K ﹤0.01%
42,558
+980
BBEU icon
3546
JPMorgan BetaBuilders Europe ETF
BBEU
$9.2B
$460K ﹤0.01%
6,348
-398
FRBA icon
3547
First Bank
FRBA
$418M
$460K ﹤0.01%
28,722
+16,286
NAGE
3548
Niagen Bioscience
NAGE
$279M
$458K ﹤0.01%
103,926
-284,352
YEXT icon
3549
Yext
YEXT
$381M
$458K ﹤0.01%
119,287
-165,685
XSEP icon
3550
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$124M
$457K ﹤0.01%
10,911
+1,394