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
DLS icon
3676
WisdomTree International SmallCap Dividend Fund
DLS
$1.06B
$309K ﹤0.01%
3,798
-8
CQP icon
3677
Cheniere Energy
CQP
$28.1B
$309K ﹤0.01%
4,779
+919
MITT
3678
TPG Mortgage Investment Trust
MITT
$253M
$309K ﹤0.01%
41,967
-8,634
ATEC icon
3679
Alphatec Holdings
ATEC
$1.35B
$308K ﹤0.01%
28,279
-312
PTLO icon
3680
Portillo's
PTLO
$308M
$307K ﹤0.01%
+58,088
AEVA
3681
Aeva Technologies
AEVA
$1.65B
$307K ﹤0.01%
23,316
+4,705
LGOV icon
3682
First Trust Long Duration Opportunities ETF
LGOV
$657M
$306K ﹤0.01%
14,192
-311
CTMX icon
3683
CytomX Therapeutics
CTMX
$642M
$306K ﹤0.01%
65,015
-164,584
IYLD icon
3684
iShares Morningstar Multi-Asset Income ETF
IYLD
$128M
$305K ﹤0.01%
14,056
+870
VBF icon
3685
Invesco Bond Fund
VBF
$171M
$303K ﹤0.01%
20,223
-3,685
SBR
3686
Sabine Royalty Trust
SBR
$1.05B
$300K ﹤0.01%
3,982
-2,963
DOMO icon
3687
Domo
DOMO
$109M
$300K ﹤0.01%
97,889
-3,250,737
ANRO icon
3688
Alto Neuroscience
ANRO
$798M
$300K ﹤0.01%
13,324
-163
EVLV icon
3689
Evolv Technologies
EVLV
$1.02B
$294K ﹤0.01%
48,656
-26,551
TLS icon
3690
Telos
TLS
$338M
$294K ﹤0.01%
70,222
-14,490
IGI
3691
Western Asset Investment Grade Defined Opportunity Trust
IGI
$97M
$294K ﹤0.01%
18,286
+1,270
WVE icon
3692
Wave Life Sciences
WVE
$1.19B
$293K ﹤0.01%
40,374
-358,042
ETX
3693
Eaton Vance Municipal Income 2028 Term Trust
ETX
$203M
$292K ﹤0.01%
15,928
-13,590
JANW icon
3694
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$348M
$287K ﹤0.01%
+7,864
EFAD icon
3695
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$61.3M
$287K ﹤0.01%
7,002
-277
BDVL
3696
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.74B
$286K ﹤0.01%
11,617
-12,456
SLNO
3697
DELISTED
Soleno Therapeutics
SLNO
$284K ﹤0.01%
8,471
-254
AURA icon
3698
Aura Biosciences
AURA
$655M
$283K ﹤0.01%
42,269
-573
CLNE icon
3699
Clean Energy Fuels
CLNE
$410M
$282K ﹤0.01%
+113,632
AWP
3700
abrdn Global Premier Properties Fund
AWP
$354M
$281K ﹤0.01%
25,443
-5,589