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
AXIA.PRC
3951
AXIA Energia American Depositary Shares Preferred Class C
AXIA.PRC
$22.6B
$88.7K ﹤0.01%
+10,291
WIT icon
3952
Wipro
WIT
$22.5B
$87.9K ﹤0.01%
30,939
-674
SLQT icon
3953
SelectQuote
SLQT
$105M
$86.7K ﹤0.01%
61,463
ABX
3954
Abacus Global Management
ABX
$867M
$86.4K ﹤0.01%
10,101
-388
SG icon
3955
Sweetgreen
SG
$627M
$83.8K ﹤0.01%
12,395
-40,746
TROX icon
3956
Tronox
TROX
$1.11B
$82.4K ﹤0.01%
+19,763
NB
3957
NioCorp Developments
NB
$632M
$82.1K ﹤0.01%
+15,487
PMVP icon
3958
PMV Pharmaceuticals
PMVP
$78.4M
$81.4K ﹤0.01%
65,114
+54,174
BFLY icon
3959
Butterfly Network
BFLY
$1.01B
$80.2K ﹤0.01%
21,100
+8,057
CLPR
3960
Clipper Realty
CLPR
$50.9M
$79.5K ﹤0.01%
20,800
+953
GUT
3961
Gabelli Utility Trust
GUT
$518M
$78.3K ﹤0.01%
12,982
+1,465
QUAD icon
3962
Quad
QUAD
$343M
$75.6K ﹤0.01%
12,053
+18
IBRX icon
3963
ImmunityBio
IBRX
$8.71B
$74.8K ﹤0.01%
37,792
+6,495
CURV icon
3964
Torrid Holdings
CURV
$159M
$74.2K ﹤0.01%
75,865
-47,551
ICL icon
3965
ICL Group
ICL
$6.36B
$73.1K ﹤0.01%
12,797
+417
BBAI icon
3966
BigBear.ai
BBAI
$1.7B
$72.5K ﹤0.01%
+13,432
DHY
3967
Credit Suisse High Yield Credit Fund
DHY
$192M
$67.9K ﹤0.01%
33,935
-23
VUZI icon
3968
Vuzix
VUZI
$188M
$65.4K ﹤0.01%
17,300
ARDX icon
3969
Ardelyx
ARDX
$1.3B
$64.9K ﹤0.01%
11,128
+830
DNUT icon
3970
Krispy Kreme
DNUT
$601M
$63K ﹤0.01%
15,673
-72
CSAN icon
3971
Cosan
CSAN
$3.79B
$62.7K ﹤0.01%
+15,875
OABI icon
3972
OmniAb
OABI
$253M
$60.6K ﹤0.01%
32,749
-200,038
SLI
3973
Standard Lithium
SLI
$805M
$56.6K ﹤0.01%
+12,660
BTMD icon
3974
Biote Corp
BTMD
$47M
$56.2K ﹤0.01%
21,621
CIG icon
3975
CEMIG Preferred Shares
CIG
$6.47B
$55.9K ﹤0.01%
27,767