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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
HDSN
3651
Hudson Technologies
HDSN
$247M
$336K ﹤0.01%
57,087
-14,080
KRO icon
3652
KRONOS Worldwide
KRO
$787M
$335K ﹤0.01%
51,065
-10,541
PINE
3653
Alpine Income Property Trust
PINE
$316M
$335K ﹤0.01%
18,638
-3,221
SHOE
3654
Shoe Station Group, Inc. Common Stock
SHOE
$433M
$335K ﹤0.01%
21,499
-3,571
RBCAA icon
3655
Republic Bancorp
RBCAA
$1.66B
$332K ﹤0.01%
4,712
-897
ERTH icon
3656
Invesco MSCI Sustainable Future ETF
ERTH
$141M
$330K ﹤0.01%
6,962
+846
NVMI
3657
Nova
NVMI
$18.3B
$330K ﹤0.01%
759
+59
EVX icon
3658
VanEck Environmental Services ETF
EVX
$98.1M
$329K ﹤0.01%
8,490
+2,670
EDEN icon
3659
iShares MSCI Denmark ETF
EDEN
$192M
$328K ﹤0.01%
3,132
+428
IDN icon
3660
Intellicheck
IDN
$82.8M
$325K ﹤0.01%
46,499
-569
GNK icon
3661
Genco Shipping & Trading
GNK
$1.03B
$322K ﹤0.01%
13,675
-32
DDWM icon
3662
WisdomTree Dynamic International Equity Fund
DDWM
$1.45B
$318K ﹤0.01%
7,220
+662
KXI icon
3663
iShares Global Consumer Staples ETF
KXI
$998M
$317K ﹤0.01%
4,738
-1
PZT icon
3664
Invesco New York AMT-Free Municipal Bond ETF
PZT
$137M
$317K ﹤0.01%
14,139
-56
PAC icon
3665
Grupo Aeroportuario del Pacifico
PAC
$15.1B
$317K ﹤0.01%
1,282
+48
FPEI icon
3666
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.9B
$315K ﹤0.01%
16,585
+2,967
THW
3667
abrdn World Healthcare Fund
THW
$512M
$315K ﹤0.01%
26,962
+1,221
BCAX
3668
Bicara Therapeutics
BCAX
$1.53B
$315K ﹤0.01%
15,818
-214
LE icon
3669
Lands' End
LE
$382M
$313K ﹤0.01%
27,820
-24,341
WW
3670
WW International
WW
$192M
$313K ﹤0.01%
22,744
ARKW icon
3671
ARK Web x.0 ETF
ARKW
$1.74B
$312K ﹤0.01%
2,590
-1,511
MMD
3672
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$288M
$311K ﹤0.01%
20,970
-3,819
LGI
3673
Lazard Global Total Return & Income Fund
LGI
$236M
$311K ﹤0.01%
19,340
+1,528
JHI
3674
John Hancock Investors Trust
JHI
$116M
$310K ﹤0.01%
23,998
-2,358
LAR
3675
Lithium Argentina AG
LAR
$1.49B
$310K ﹤0.01%
46,353
+331