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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
CNDT icon
3576
Conduent
CNDT
$217M
$425K ﹤0.01%
331,969
-50,627
PBR.A icon
3577
Petrobras Class A
PBR.A
$96.6B
$424K ﹤0.01%
22,628
+414
JPSE icon
3578
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$588M
$421K ﹤0.01%
8,024
-11,901
JPEF icon
3579
JPMorgan Equity Focus ETF
JPEF
$1.96B
$419K ﹤0.01%
5,829
+605
STN icon
3580
Stantec
STN
$7.72B
$416K ﹤0.01%
3,528
-8,317
HIMX
3581
Himax Technologies
HIMX
$3.16B
$415K ﹤0.01%
52,672
-4,644
XRT icon
3582
State Street SPDR S&P Retail ETF
XRT
$289M
$414K ﹤0.01%
5,147
-259
FF icon
3583
Future Fuel
FF
$186M
$414K ﹤0.01%
+107,453
DRVN icon
3584
Driven Brands
DRVN
$2.09B
$413K ﹤0.01%
32,793
+2,932
HBT icon
3585
HBT Financial
HBT
$1.1B
$412K ﹤0.01%
15,419
-21,190
SNSR icon
3586
Global X Internet of Things ETF
SNSR
$251M
$411K ﹤0.01%
11,020
+411
MUC icon
3587
BlackRock MuniHoldings California Quality Fund
MUC
$1.02B
$407K ﹤0.01%
+39,152
INNV icon
3588
InnovAge Holding
INNV
$1.22B
$406K ﹤0.01%
+50,608
VLT icon
3589
Invesco High Income Trust II
VLT
$67.5M
$405K ﹤0.01%
40,121
+3,084
MRCP icon
3590
PGIM US Large-Cap Buffer 12 ETF March
MRCP
$23.7M
$404K ﹤0.01%
+12,748
HROW icon
3591
Harrow
HROW
$1.6B
$404K ﹤0.01%
11,450
-95
BSMS icon
3592
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$308M
$402K ﹤0.01%
17,167
+5,393
SUNS
3593
Sunrise Realty Trust
SUNS
$114M
$398K ﹤0.01%
+51,951
NEXA icon
3594
Nexa Resources
NEXA
$1.89B
$398K ﹤0.01%
37,549
+17
ESPO icon
3595
VanEck Video Gaming and eSports ETF
ESPO
$238M
$397K ﹤0.01%
4,390
-3,479
SAR icon
3596
Saratoga Investment
SAR
$359M
$397K ﹤0.01%
18,131
-47,461
KOF icon
3597
Coca-Cola Femsa
KOF
$23B
$395K ﹤0.01%
4,048
+206
IETC icon
3598
iShares US Tech Independence Focused ETF
IETC
$793M
$394K ﹤0.01%
+4,459
MIND icon
3599
MIND Technology
MIND
$47.9M
$394K ﹤0.01%
47,138
-50,074
JRVR icon
3600
James River Group Holdings
JRVR
$183M
$393K ﹤0.01%
62,369
-5,162