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 7.84%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DBO icon
3876
Invesco DB Oil Fund
DBO
$393M
$191K ﹤0.01%
15,658
-8,333
FRST icon
3877
Primis Financial Corp
FRST
$315M
$191K ﹤0.01%
+13,722
ORGO icon
3878
Organogenesis Holdings
ORGO
$307M
$188K ﹤0.01%
36,330
+479
PRME icon
3879
Prime Medicine
PRME
$636M
$188K ﹤0.01%
54,082
-7,490
LAW icon
3880
CS Disco
LAW
$260M
$187K ﹤0.01%
24,123
+5
RMAX icon
3881
RE/MAX Holdings
RMAX
$118M
$185K ﹤0.01%
24,407
-330
BULL
3882
Webull Corp
BULL
$2.69B
$184K ﹤0.01%
23,700
-52,875
ALDX icon
3883
Aldeyra Therapeutics
ALDX
$109M
$183K ﹤0.01%
35,304
-105
ARQ icon
3884
Arq
ARQ
$85.3M
$182K ﹤0.01%
+55,654
MSIF
3885
MSC Income Fund Inc
MSIF
$608M
$179K ﹤0.01%
+13,622
LAND
3886
Gladstone Land Corp
LAND
$436M
$177K ﹤0.01%
19,387
-1,994
LBTYK icon
3887
Liberty Global Class C
LBTYK
$3.81B
$176K ﹤0.01%
15,982
-8,417
WB icon
3888
Weibo
WB
$2.12B
$176K ﹤0.01%
17,202
+955
GPRO icon
3889
GoPro
GPRO
$103M
$175K ﹤0.01%
124,438
-100
RXRX icon
3890
Recursion Pharmaceuticals
RXRX
$1.72B
$175K ﹤0.01%
42,884
-2,987
VIRC icon
3891
Virco
VIRC
$93.1M
$174K ﹤0.01%
27,191
-36,300
LCID icon
3892
Lucid Motors
LCID
$3.3B
$173K ﹤0.01%
+16,347
MOMO
3893
Hello Group
MOMO
$939M
$173K ﹤0.01%
26,353
+2,352
AUPH icon
3894
Aurinia Pharmaceuticals
AUPH
$1.86B
$169K ﹤0.01%
10,603
-5
SPFF icon
3895
Global X SuperIncome Preferred ETF
SPFF
$123M
$165K ﹤0.01%
17,703
+2,951
EAD
3896
Allspring Income Opportunities Fund
EAD
$382M
$160K ﹤0.01%
23,535
-801
PONY
3897
Pony AI Inc
PONY
$4.57B
$157K ﹤0.01%
10,831
-157
FT
3898
Franklin Universal Trust
FT
$201M
$155K ﹤0.01%
19,346
+2,800
RPD icon
3899
Rapid7
RPD
$416M
$153K ﹤0.01%
+10,084
NFJ
3900
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.16B
$153K ﹤0.01%
11,879
-9,589