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
BECN
3926
DELISTED
Beacon Roofing Supply, Inc.
BECN
-23,041
FBMS
3927
DELISTED
The First Bancshares, Inc.
FBMS
-6,299
SBDS
3928
Solo Brands Inc
SBDS
$11.1M
-463
NOTE icon
3929
FiscalNote
NOTE
$22.5M
-14,713
ABVX
3930
Abivax
ABVX
$8.98B
-19,000
AEHR icon
3931
Aehr Test Systems
AEHR
$860M
-408,401
AFIF icon
3932
Anfield Universal Fixed Income ETF
AFIF
$207M
-30,301
AGL icon
3933
Agilon Health
AGL
$342M
-48,534
AGM icon
3934
Federal Agricultural Mortgage
AGM
$1.85B
-1,806
ALLO icon
3935
Allogene Therapeutics
ALLO
$330M
-244,528
AMBP icon
3936
Ardagh Metal Packaging
AMBP
$2.65B
-20,677
CMRC
3937
Commerce.com Inc Series 1
CMRC
$254M
-10,506
BKHY icon
3938
BNY Mellon High Yield Beta ETF
BKHY
$383M
-8,651
BLND icon
3939
Blend Labs
BLND
$714M
-38,755
BLTE
3940
Belite Bio
BLTE
$6.27B
-3,075
BRCC icon
3941
BRC Inc
BRCC
$97.4M
-14,652
BUFR icon
3942
FT Vest Fund of Buffer ETFs
BUFR
$8.51B
-8,394
BYND icon
3943
Beyond Meat
BYND
$390M
-16,056
CDLX icon
3944
Cardlytics
CDLX
$56.2M
-12,329
CLPT icon
3945
ClearPoint Neuro
CLPT
$411M
-13,861
CNTA
3946
Centessa Pharmaceuticals
CNTA
$3.79B
-40,868
COGT icon
3947
Cogent Biosciences
COGT
$5.86B
-18,165
CRAI icon
3948
CRA International
CRAI
$1.23B
-1,326
CTRN icon
3949
Citi Trends
CTRN
$349M
-205,477
CVM icon
3950
CEL-SCI Corp
CVM
$53.4M
-539