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
ABEV icon
3926
Ambev
ABEV
$48.4B
$45.3K ﹤0.01%
15,517
+550
GTN icon
3927
Gray Television
GTN
$389M
$45.1K ﹤0.01%
+10,402
ECC
3928
Eagle Point Credit Company
ECC
$484M
$44K ﹤0.01%
+11,711
MNKD icon
3929
MannKind Corp
MNKD
$1.22B
$42.5K ﹤0.01%
17,338
-6,624
MPTI.RT
3930
DELISTED
M-tron Industries Rights (expiring April 15 2026)
MPTI.RT
$42.2K ﹤0.01%
+20,095
SVC
3931
Service Properties Trust
SVC
$1.09B
$40.9K ﹤0.01%
30,174
+518
VUZI icon
3932
Vuzix
VUZI
$275M
$40K ﹤0.01%
17,300
WIT icon
3933
Wipro
WIT
$25.1B
$39.3K ﹤0.01%
18,558
-12,381
DH icon
3934
Definitive Healthcare
DH
$80.2M
$38.7K ﹤0.01%
31,426
+12,526
DNUT icon
3935
Krispy Kreme
DNUT
$626M
$37.6K ﹤0.01%
11,095
-4,578
GROY icon
3936
Gold Royalty Corp
GROY
$662M
$35.8K ﹤0.01%
10,000
DCGO icon
3937
DocGo
DCGO
$51.7M
$34.6K ﹤0.01%
54,938
-92,232
RC
3938
Ready Capital
RC
$289M
$31.9K ﹤0.01%
19,336
-1,221
SLQT icon
3939
SelectQuote
SLQT
$174M
$31.3K ﹤0.01%
49,724
-11,739
FLWS icon
3940
1-800-Flowers.com
FLWS
$249M
$30.4K ﹤0.01%
10,010
OCGN icon
3941
Ocugen
OCGN
$420M
$28.7K ﹤0.01%
15,850
+275
NOTV
3942
DELISTED
Inotiv
NOTV
$24.4K ﹤0.01%
89,360
CGC
3943
Canopy Growth
CGC
$408M
$22.3K ﹤0.01%
23,442
+533
LPRO icon
3944
Open Lending Corp
LPRO
$368M
$22K ﹤0.01%
17,571
-110,777
GORO icon
3945
Gold Resource Corp
GORO
$215M
$17.4K ﹤0.01%
14,514
CBAT icon
3946
CBAK Energy Technology
CBAT
$60.6M
$16.5K ﹤0.01%
19,999
PMVP icon
3947
PMV Pharmaceuticals
PMVP
$60.3M
$16.4K ﹤0.01%
13,237
-51,877
PLBY icon
3948
Playboy Inc
PLBY
$170M
$15.2K ﹤0.01%
10,000
EXFY icon
3949
Expensify
EXFY
$150M
$14.6K ﹤0.01%
16,742
-1,837,315
AKBA icon
3950
Akebia Therapeutics
AKBA
$287M
$14.4K ﹤0.01%
10,391
-605