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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
DIBS icon
3876
1stdibs.com
DIBS
$153M
$113K ﹤0.01%
+20,482
BULL
3877
Webull Corp
BULL
$3.77B
$111K ﹤0.01%
23,025
-675
OPK icon
3878
Opko Health
OPK
$1.07B
$110K ﹤0.01%
96,722
+480
RCEL icon
3879
Avita Medical
RCEL
$123M
$106K ﹤0.01%
28,754
-368
XIFR
3880
XPLR Infrastructure LP
XIFR
$1.11B
$106K ﹤0.01%
10,016
-16,840
PONY
3881
Pony AI Inc
PONY
$3.62B
$105K ﹤0.01%
11,148
+317
BCBP icon
3882
BCB Bancorp
BCBP
$192M
$104K ﹤0.01%
11,592
-1,272
CRF
3883
Cornerstone Total Return Fund
CRF
$1.16B
$103K ﹤0.01%
14,854
MXCT icon
3884
MaxCyte
MXCT
$130M
$101K ﹤0.01%
144,087
-29,886
ACH
3885
Accendra Health
ACH
$247M
$100K ﹤0.01%
44,045
+907
EVF
3886
Eaton Vance Senior Income Trust
EVF
$90.3M
$100K ﹤0.01%
20,037
-1,450
REPL icon
3887
Replimune Group
REPL
$841M
$96.4K ﹤0.01%
12,595
+10
GFS icon
3888
GlobalFoundries
GFS
$47.1B
$94.6K ﹤0.01%
+2,126
TKC icon
3889
Turkcell
TKC
$5.32B
$93.8K ﹤0.01%
+15,554
LPCN icon
3890
Lipocine
LPCN
$19.2M
$91.5K ﹤0.01%
11,448
-4,656
CHGG icon
3891
Chegg
CHGG
$118M
$90.5K ﹤0.01%
122,077
-97,368
ARCO icon
3892
Arcos Dorados Holdings
ARCO
$1.8B
$90.5K ﹤0.01%
+10,965
GPRO icon
3893
GoPro
GPRO
$137M
$88.5K ﹤0.01%
114,933
-9,505
VZLA
3894
Vizsla Silver
VZLA
$1.24B
$87.9K ﹤0.01%
26,624
TPVG icon
3895
TriplePoint Venture Growth BDC
TPVG
$203M
$87.7K ﹤0.01%
17,566
+221
BFLY icon
3896
Butterfly Network
BFLY
$2.33B
$87.3K ﹤0.01%
21,600
+500
ORGO icon
3897
Organogenesis Holdings
ORGO
$314M
$85.1K ﹤0.01%
35,911
-419
QS icon
3898
QuantumScape Corp
QS
$4.95B
$84.8K ﹤0.01%
13,290
+1,554
NB
3899
NioCorp Developments
NB
$773M
$84.2K ﹤0.01%
18,881
+3,394
YALA
3900
Yalla Group
YALA
$802M
$84K ﹤0.01%
+13,476