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
VIA
3551
Via Transportation Inc
VIA
$1.14B
$521K ﹤0.01%
17,967
-1,059
JUST icon
3552
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$498M
$520K ﹤0.01%
5,374
+95
SCD
3553
LMP Capital and Income Fund
SCD
$343M
$516K ﹤0.01%
34,856
+8,072
NBR icon
3554
Nabors Industries
NBR
$1.22B
$514K ﹤0.01%
9,463
+1,088
BVN icon
3555
Compañía de Minas Buenaventura
BVN
$8.16B
$514K ﹤0.01%
18,459
-11,223
ANIK icon
3556
Anika Therapeutics
ANIK
$192M
$512K ﹤0.01%
53,240
+20,251
DFIV icon
3557
Dimensional International Value ETF
DFIV
$17.8B
$510K ﹤0.01%
10,230
-10,163
MYFW icon
3558
First Western Financial
MYFW
$242M
$509K ﹤0.01%
19,000
CRSR icon
3559
Corsair Gaming
CRSR
$582M
$506K ﹤0.01%
85,261
-10,501
ATNI icon
3560
ATN International
ATNI
$401M
$505K ﹤0.01%
22,144
-6,035
BGRN icon
3561
iShares USD Green Bond ETF
BGRN
$448M
$504K ﹤0.01%
10,522
-3,595
XPEV icon
3562
XPeng
XPEV
$17.9B
$499K ﹤0.01%
24,621
-1,463
DRD
3563
DRDGold
DRD
$2.34B
$499K ﹤0.01%
16,094
-637
DFAI icon
3564
Dimensional International Core Equity Market ETF
DFAI
$14.5B
$498K ﹤0.01%
+13,074
MFM
3565
MFS Municipal Income Trust
MFM
$219M
$498K ﹤0.01%
91,627
+2,768
CION icon
3566
CION Investment
CION
$349M
$495K ﹤0.01%
51,174
+750
BBEU icon
3567
JPMorgan BetaBuilders Europe ETF
BBEU
$8.47B
$494K ﹤0.01%
6,746
+1,069
HEWJ icon
3568
iShares Currency Hedged MSCI Japan ETF
HEWJ
$721M
$494K ﹤0.01%
+9,380
CZWI icon
3569
Citizens Community Bancorp
CZWI
$188M
$494K ﹤0.01%
27,736
+1,161
PIO icon
3570
Invesco Global Water ETF
PIO
$264M
$493K ﹤0.01%
11,169
+1,506
SHG icon
3571
Shinhan Financial Group
SHG
$29.5B
$493K ﹤0.01%
9,189
+322
AROW icon
3572
Arrow Financial
AROW
$549M
$493K ﹤0.01%
15,690
NUMV icon
3573
Nuveen ESG Mid-Cap Value ETF
NUMV
$407M
$492K ﹤0.01%
12,592
-648
GQI icon
3574
Natixis Gateway Quality Income ETF
GQI
$184M
$492K ﹤0.01%
8,624
-232
BCML icon
3575
BayCom
BCML
$325M
$492K ﹤0.01%
16,729