Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442B
AUM Growth
+$7.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,220
New
Increased
Reduced
Closed

Top Buys

1 +$977M
2 +$429M
3 +$420M
4
TXN icon
Texas Instruments
TXN
+$420M
5
GD icon
General Dynamics
GD
+$358M

Top Sells

1 +$863M
2 +$765M
3 +$556M
4
META icon
Meta Platforms (Facebook)
META
+$535M
5
AMAT icon
Applied Materials
AMAT
+$534M

Sector Composition

1 Technology 25.48%
2 Financials 11.46%
3 Healthcare 7.99%
4 Industrials 7.85%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MXCT icon
3776
MaxCyte
MXCT
$81.6M
$270K ﹤0.01%
+173,973
FOF icon
3777
Cohen & Steers Closed End Opportunity Fund
FOF
$359M
$269K ﹤0.01%
20,400
-2,800
XIFR
3778
XPLR Infrastructure LP
XIFR
$932M
$269K ﹤0.01%
26,856
+14,225
SVM
3779
Silvercorp Metals
SVM
$2.02B
$268K ﹤0.01%
32,139
-701
PBJ icon
3780
Invesco Food & Beverage ETF
PBJ
$86.8M
$268K ﹤0.01%
+5,982
SBSW icon
3781
Sibanye-Stillwater
SBSW
$7.97B
$267K ﹤0.01%
18,734
+1,638
BMBL icon
3782
Bumble
BMBL
$463M
$267K ﹤0.01%
74,739
-87,404
KYMR icon
3783
Kymera Therapeutics
KYMR
$6.36B
$267K ﹤0.01%
3,426
-20,632
ALT icon
3784
Altimmune
ALT
$435M
$267K ﹤0.01%
73,838
-474
FPEI icon
3785
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.91B
$264K ﹤0.01%
+13,618
SPOK icon
3786
Spok Holdings
SPOK
$229M
$264K ﹤0.01%
20,009
+912
NIO icon
3787
NIO
NIO
$13.7B
$263K ﹤0.01%
51,647
-8,163
RSPD icon
3788
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$258M
$263K ﹤0.01%
4,606
-1,206
RDY icon
3789
Dr. Reddy's Laboratories
RDY
$11.5B
$262K ﹤0.01%
18,693
-3,432
OPBK icon
3790
OP Bancorp
OPBK
$186M
$261K ﹤0.01%
18,456
HYXF icon
3791
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$191M
$259K ﹤0.01%
+5,481
SLDE
3792
Slide Insurance Holdings
SLDE
$2.04B
$258K ﹤0.01%
+13,232
PBR.A icon
3793
Petrobras Class A
PBR.A
$110B
$257K ﹤0.01%
22,214
-854
PAYS icon
3794
Paysign
PAYS
$178M
$257K ﹤0.01%
49,869
-78,595
LAR
3795
Lithium Argentina AG
LAR
$937M
$257K ﹤0.01%
46,022
-1,672
FCOM icon
3796
Fidelity MSCI Communication Services Index ETF
FCOM
$1.63B
$255K ﹤0.01%
3,476
-470
GNK icon
3797
Genco Shipping & Trading
GNK
$936M
$253K ﹤0.01%
13,707
-384
TILT icon
3798
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.84B
$250K ﹤0.01%
1,007
+81
XSHQ icon
3799
Invesco S&P SmallCap Quality ETF
XSHQ
$229M
$249K ﹤0.01%
5,910
-355
SPFI icon
3800
South Plains Financial
SPFI
$669M
$248K ﹤0.01%
6,382