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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
ROE icon
3976
Astoria US Quality Kings ETF
ROE
$264M
-9,104
RPD icon
3977
Rapid7
RPD
$450M
-10,084
RXT icon
3978
Rackspace Technology
RXT
$1.8B
-227,169
RZLT icon
3979
Rezolute
RZLT
$483M
-1,093,925
SDRL icon
3980
Seadrill
SDRL
$2.41B
-162,525
SEAT icon
3981
Vivid Seats
SEAT
$82.4M
-289,752
SG icon
3982
Sweetgreen
SG
$1.07B
-12,395
SGC icon
3983
Superior Group of Companies
SGC
$214M
-11,636
SKIL icon
3984
Skillsoft
SKIL
$67.3M
-15,117
SKIN icon
3985
SkinHealth Systems
SKIN
$85.9M
-18,896
SKYT icon
3986
SkyWater Technology
SKYT
$1.8B
-2,374,374
SMLR
3987
DELISTED
Semler Scientific
SMLR
-62,565
SMWB icon
3988
Similarweb
SMWB
$437M
-138,422
SNV
3989
DELISTED
Synovus
SNV
-257,667
SOR
3990
Source Capital
SOR
$373M
-11,653
SPYI icon
3991
NEOS S&P 500 High Income ETF
SPYI
$10.1B
-13,258
SRG
3992
Seritage Growth Properties
SRG
$150M
-168,900
SVV icon
3993
Savers
SVV
$1.56B
-1,668,287
TACK icon
3994
Fairlead Tactical Sector ETF
TACK
$283M
-206,249
TARA icon
3995
Protara Therapeutics
TARA
$224M
-153,985
TCHP icon
3996
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.16B
-4,413
TEF
3997
DELISTED
Telefonica
TEF
-337,023
TGNA
3998
DELISTED
TEGNA Inc
TGNA
-347,849
THD icon
3999
iShares MSCI Thailand ETF
THD
$333M
-121,000
THS
4000
DELISTED
Treehouse Foods
THS
-88,166