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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
RFG icon
3751
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$360M
$238K ﹤0.01%
4,348
-4,254
RXI icon
3752
iShares Global Consumer Discretionary ETF
RXI
$265M
$237K ﹤0.01%
+1,271
RSPD icon
3753
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$282M
$237K ﹤0.01%
4,426
-180
ULBI icon
3754
Ultralife
ULBI
$108M
$236K ﹤0.01%
36,150
-442
AVO icon
3755
Mission Produce
AVO
$1.01B
$235K ﹤0.01%
17,104
-2,962
SPEU icon
3756
State Street SPDR Portfolio Europe ETF
SPEU
$722M
$234K ﹤0.01%
4,564
+9
LC icon
3757
LendingClub
LC
$2.22B
$232K ﹤0.01%
16,192
+131
WES icon
3758
Western Midstream Partners
WES
$17.7B
$231K ﹤0.01%
5,620
-8,534
ULST icon
3759
State Street Ultra Short Term Bond ETF
ULST
$551M
$231K ﹤0.01%
5,709
LI icon
3760
Li Auto
LI
$13.3B
$230K ﹤0.01%
+12,923
CGAU
3761
Centerra Gold
CGAU
$3.29B
$229K ﹤0.01%
12,845
-674
AVXL icon
3762
Anavex Life Sciences
AVXL
$253M
$228K ﹤0.01%
74,373
+5,848
RBBN icon
3763
Ribbon Communications
RBBN
$451M
$228K ﹤0.01%
107,484
-21,491
FTSM icon
3764
First Trust Enhanced Short Maturity ETF
FTSM
$6.52B
$227K ﹤0.01%
+3,804
BBDC icon
3765
Barings BDC
BBDC
$868M
$226K ﹤0.01%
27,483
+1,004
SVM
3766
Silvercorp Metals
SVM
$2.5B
$225K ﹤0.01%
20,954
-11,185
ALM
3767
Almonty Industries
ALM
$5.34B
$224K ﹤0.01%
15,479
-84,831
HCM icon
3768
HUTCHMED
HCM
$1.77B
$224K ﹤0.01%
14,962
+157
DRIV icon
3769
Global X Autonomous & Electric Vehicles ETF
DRIV
$457M
$224K ﹤0.01%
7,333
-111
TILT icon
3770
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.19B
$224K ﹤0.01%
926
-81
MGNX icon
3771
MacroGenics
MGNX
$263M
$223K ﹤0.01%
77,267
-15,586
GQI icon
3772
Natixis Gateway Quality Income ETF
GQI
$252M
$223K ﹤0.01%
4,058
-4,566
SPFI icon
3773
South Plains Financial
SPFI
$780M
$222K ﹤0.01%
5,298
-1,084
ALT icon
3774
Altimmune
ALT
$525M
$222K ﹤0.01%
71,968
-1,870
MUNI icon
3775
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.01B
$221K ﹤0.01%
+4,243