Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,139
New
Increased
Reduced
Closed

Top Buys

1 +$646M
2 +$598M
3 +$538M
4
MO icon
Altria Group
MO
+$367M
5
SNPS icon
Synopsys
SNPS
+$300M

Top Sells

1 +$580M
2 +$488M
3 +$368M
4
TT icon
Trane Technologies
TT
+$280M
5
DBX icon
Dropbox
DBX
+$268M

Sector Composition

1 Technology 25.1%
2 Financials 11.83%
3 Industrials 8.15%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ERO icon
3851
Ero Copper
ERO
$3.75B
-230,540
ETWO
3852
DELISTED
E2open Parent Holdings
ETWO
-288,122
EU
3853
enCore Energy
EU
$682M
-17,344
EVLV icon
3854
Evolv Technologies
EVLV
$1.13B
-18,275
EWD icon
3855
iShares MSCI Sweden ETF
EWD
$329M
-276,857
EWTX icon
3856
Edgewise Therapeutics
EWTX
$3.04B
-13,167
FAN icon
3857
First Trust Global Wind Energy ETF
FAN
$224M
-10,232
FARO
3858
DELISTED
Faro Technologies
FARO
-35,568
FOLD icon
3859
Amicus Therapeutics
FOLD
$4.48B
-285,804
FSLY icon
3860
Fastly Inc
FSLY
$1.48B
-19,034
FTSL icon
3861
First Trust Senior Loan Fund ETF
FTSL
$2.34B
-16,663
FTSM icon
3862
First Trust Enhanced Short Maturity ETF
FTSM
$6.26B
-4,992
FYC icon
3863
First Trust Small Cap Growth AlphaDEX Fund
FYC
$878M
-7,167
GBF icon
3864
iShares Government/Credit Bond ETF
GBF
$126M
-7,360
LBRDA icon
3865
Liberty Broadband Class A
LBRDA
$6.1B
-3,102
LINC icon
3866
Lincoln Educational Services
LINC
$831M
-50,296
LPRO icon
3867
Open Lending Corp
LPRO
$219M
-13,317
LQDA icon
3868
Liquidia Corp
LQDA
$3.65B
-10,161
LVLU icon
3869
Lulu's Fashion Lounge
LVLU
$47M
-92,934
MBCN icon
3870
Middlefield Banc Corp
MBCN
$266M
-12,210
MERC icon
3871
Mercer International
MERC
$143M
-66,200
MRCC icon
3872
Monroe Capital Corp
MRCC
$143M
-13,289
MREO
3873
Mereo BioPharma
MREO
$71.5M
-39,030
RRR icon
3874
Red Rock Resorts
RRR
$3.67B
-152,827
SANA icon
3875
Sana Biotechnology
SANA
$1.27B
-19,729