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
SAVA icon
3876
Cassava Sciences
SAVA
$98.5M
-15,374
SBGI icon
3877
Sinclair Inc
SBGI
$991M
-11,877
SDVY icon
3878
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.1B
-13,151
SEMI icon
3879
Columbia Seligman Semiconductor and Technology ETF
SEMI
$35.4M
-540,600
SGHC icon
3880
SGHC Ltd
SGHC
$5.01B
-19,528
SHYF
3881
DELISTED
The Shyft Group
SHYF
-36,484
SJT
3882
San Juan Basin Royalty Trust
SJT
$284M
-20,464
SKIN icon
3883
The Beauty Health Co
SKIN
$193M
-11,374
SPFF icon
3884
Global X SuperIncome Preferred ETF
SPFF
$133M
-13,086
SPWH icon
3885
Sportsman's Warehouse
SPWH
$55.4M
-97,440
XJUN icon
3886
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$140M
-13,981
ZVIA icon
3887
Zevia
ZVIA
$127M
-32,145
BBAI icon
3888
BigBear.ai
BBAI
$2.75B
-18,310
TNGX icon
3889
Tango Therapeutics
TNGX
$1.51B
-82,657
BSCY
3890
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$421M
-10,180
ASAN icon
3891
Asana
ASAN
$2.63B
-17,409
ATRC icon
3892
AtriCure
ATRC
$1.88B
-9,611
BKD icon
3893
Brookdale Senior Living
BKD
$3.12B
-28,143
CRTO icon
3894
Criteo
CRTO
$1.01B
-19,663
CWH icon
3895
Camping World
CWH
$871M
-21,615
DIN icon
3896
Dine Brands
DIN
$491M
-9,227
FJUN icon
3897
FT Vest US Equity Buffer ETF June
FJUN
$1.08B
-24,206
FSCO
3898
FS Credit Opportunities Corp
FSCO
$1.2B
-12,744
GJUN icon
3899
FT Vest US Equity Moderate Buffer ETF June
GJUN
$337M
-27,800
GTLS.PRB
3900
DELISTED
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
-305,928