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
ZH
3826
Zhihu
ZH
$270M
$180K ﹤0.01%
63,366
-35
SWBI icon
3827
Smith & Wesson
SWBI
$719M
$177K ﹤0.01%
+12,342
TSSI
3828
TSS Inc
TSSI
$381M
$176K ﹤0.01%
+13,564
ENVX icon
3829
Enovix
ENVX
$1.54B
$175K ﹤0.01%
33,879
-39,921
ASC icon
3830
Ardmore Shipping
ASC
$697M
$175K ﹤0.01%
11,453
-575,238
AI icon
3831
C3.ai
AI
$1.5B
$175K ﹤0.01%
20,740
-9,672
PRME icon
3832
Prime Medicine
PRME
$583M
$173K ﹤0.01%
49,584
-4,498
HAIN icon
3833
Hain Celestial
HAIN
$54.7M
$169K ﹤0.01%
242,044
-138,593
PETS icon
3834
PetMed Express
PETS
$37.4M
$167K ﹤0.01%
73,400
-30,600
MAX icon
3835
MediaAlpha
MAX
$548M
$166K ﹤0.01%
+17,807
VTEX icon
3836
VTEX
VTEX
$615M
$164K ﹤0.01%
+41,122
VIRC icon
3837
Virco
VIRC
$96.3M
$163K ﹤0.01%
26,566
-625
FT
3838
Franklin Universal Trust
FT
$201M
$161K ﹤0.01%
20,095
+749
ATAI icon
3839
AtaiBeckley Inc
ATAI
$1.49B
$160K ﹤0.01%
45,307
-1,689,945
SUZ icon
3840
Suzano
SUZ
$10.4B
$160K ﹤0.01%
15,958
+2,661
SFL icon
3841
SFL Corp
SFL
$1.44B
$159K ﹤0.01%
14,745
-118,685
IGA
3842
Voya Global Advantage and Premium Opportunity Fund
IGA
$149M
$159K ﹤0.01%
16,632
+1,575
RMAX icon
3843
RE/MAX Holdings
RMAX
$208M
$158K ﹤0.01%
27,452
+3,045
RXST icon
3844
RxSight
RXST
$196M
$156K ﹤0.01%
+25,364
ACHR icon
3845
Archer Aviation
ACHR
$4.25B
$154K ﹤0.01%
29,713
-41,052
FRST icon
3846
Primis Financial Corp
FRST
$383M
$152K ﹤0.01%
11,479
-2,243
LBTYA icon
3847
Liberty Global Class A
LBTYA
$3.79B
$152K ﹤0.01%
12,588
-7,189
CSAN icon
3848
Cosan
CSAN
$2.62B
$152K ﹤0.01%
36,907
+21,032
FTOH
3849
Franklin Ohio Municipal Income ETF
FTOH
$74.2M
$152K ﹤0.01%
18,242
-5,196
MSIF
3850
MSC Income Fund Inc
MSIF
$535M
$151K ﹤0.01%
12,420
-1,202