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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
NFTY icon
3701
First Trust India Nifty 50 Equal Weight ETF
NFTY
$135M
$281K ﹤0.01%
5,455
-6,835
ATHM icon
3702
Autohome
ATHM
$2.08B
$281K ﹤0.01%
16,171
-92,578
INQQ icon
3703
India Internet & Ecommerce ETF
INQQ
$44.9M
$280K ﹤0.01%
24,083
-17,135
KYMR icon
3704
Kymera Therapeutics
KYMR
$7.44B
$280K ﹤0.01%
3,358
-68
ARKF icon
3705
ARK Blockchain & Fintech Innovation ETF
ARKF
$765M
$280K ﹤0.01%
7,357
-4,263
CPAI icon
3706
Counterpoint Quantitative Equity ETF
CPAI
$326M
$279K ﹤0.01%
+6,666
YORW icon
3707
York Water
YORW
$479M
$278K ﹤0.01%
9,127
+64
HYXF icon
3708
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$206M
$277K ﹤0.01%
5,982
+501
CTOS icon
3709
Custom Truck One Source
CTOS
$2.56B
$277K ﹤0.01%
+42,161
TMFG icon
3710
Motley Fool Global Opportunities ETF
TMFG
$356M
$277K ﹤0.01%
+9,800
FLNC icon
3711
Fluence Energy
FLNC
$3.29B
$277K ﹤0.01%
20,098
-53,201
TLK icon
3712
Telkom Indonesia
TLK
$14.7B
$275K ﹤0.01%
14,706
+1,430
SOCL icon
3713
Global X Social Media ETF
SOCL
$89.7M
$274K ﹤0.01%
6,339
+654
NBH
3714
Neuberger Municipal Fund Inc
NBH
$309M
$273K ﹤0.01%
26,867
-1,017
PKST
3715
DELISTED
Peakstone Realty Trust
PKST
$272K ﹤0.01%
13,017
-429,183
GAB icon
3716
Gabelli Equity Trust
GAB
$1.71B
$271K ﹤0.01%
48,329
+852
OPRA
3717
Opera Ltd
OPRA
$1.66B
$268K ﹤0.01%
18,824
+4,000
MAPS
3718
DELISTED
WM TECHNOLOGY INC A
MAPS
$267K ﹤0.01%
405,917
-16,876
NXJ
3719
DELISTED
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$267K ﹤0.01%
21,688
+3,510
LBTYK icon
3720
Liberty Global Class C
LBTYK
$3.65B
$265K ﹤0.01%
22,632
+6,650
FCOM icon
3721
Fidelity MSCI Communication Services Index ETF
FCOM
$1.73B
$265K ﹤0.01%
3,896
+420
LAND
3722
Gladstone Land Corp
LAND
$374M
$265K ﹤0.01%
25,944
+6,557
UMC icon
3723
United Microelectronic
UMC
$60.4B
$265K ﹤0.01%
29,467
+2,890
GPMT
3724
Granite Point Mortgage Trust
GPMT
$63.3M
$264K ﹤0.01%
182,256
-14,342
AMRN
3725
Amarin Corp
AMRN
$336M
$263K ﹤0.01%
18,216
+1,115