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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
PXI icon
3776
Invesco Dorsey Wright Energy Momentum ETF
PXI
$75.6M
$221K ﹤0.01%
+3,706
INEQ
3777
Columbia International Equity Income ETF
INEQ
$87.4M
$220K ﹤0.01%
5,640
-313,399
PSO icon
3778
Pearson
PSO
$8.93B
$220K ﹤0.01%
16,536
-3,233
SCMB icon
3779
Schwab Municipal Bond ETF
SCMB
$3.88B
$220K ﹤0.01%
8,625
-869
LADR
3780
Ladder Capital
LADR
$1.3B
$220K ﹤0.01%
22,457
-14,402
OMAB icon
3781
Grupo Aeroportuario Centro Norte
OMAB
$5.5B
$219K ﹤0.01%
1,908
+32
EWZS icon
3782
iShares MSCI Brazil Small-Cap ETF
EWZS
$207M
$219K ﹤0.01%
14,774
-27,913
QDPL icon
3783
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.66B
$218K ﹤0.01%
5,430
-5,307
TFLO icon
3784
iShares Treasury Floating Rate Bond ETF
TFLO
$6.67B
$216K ﹤0.01%
4,275
-2,162
EMA
3785
Emera Inc
EMA
$15.8B
$214K ﹤0.01%
2,977
+16
TNET icon
3786
TriNet
TNET
$2.08B
$214K ﹤0.01%
5,883
-36,628
DRS icon
3787
Leonardo DRS
DRS
$12.3B
$214K ﹤0.01%
+4,810
ALTG icon
3788
Alta Equipment Group
ALTG
$250M
$214K ﹤0.01%
39,782
+16,523
BKT icon
3789
BlackRock Income Trust
BKT
$338M
$213K ﹤0.01%
20,140
-4,367
XHS icon
3790
State Street SPDR S&P Health Care Services ETF
XHS
$109M
$213K ﹤0.01%
2,125
-2,038
ATNI icon
3791
ATN International
ATNI
$396M
$212K ﹤0.01%
7,799
-14,345
FEX icon
3792
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.59B
$212K ﹤0.01%
+1,736
SSL icon
3793
Sasol
SSL
$6.87B
$211K ﹤0.01%
16,286
+1,170
SUNB
3794
Sunbelt Rentals Holdings
SUNB
$35.6B
$210K ﹤0.01%
+3,229
NVBW icon
3795
AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
$98.7M
$210K ﹤0.01%
+6,313
RSPM icon
3796
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$181M
$210K ﹤0.01%
+5,433
PTH icon
3797
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$122M
$210K ﹤0.01%
+4,278
BCH icon
3798
Banco de Chile
BCH
$20.3B
$209K ﹤0.01%
5,456
-190
EGHT icon
3799
8x8 Inc
EGHT
$260M
$209K ﹤0.01%
126,013
-106,012
DJUN icon
3800
FT Vest US Equity Deep Buffer ETF June
DJUN
$324M
$209K ﹤0.01%
4,443