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
FINV
3976
FinVolution Group
FINV
$1.35B
$55.1K ﹤0.01%
10,531
-21,356
SVC
3977
Service Properties Trust
SVC
$301M
$54.6K ﹤0.01%
29,656
DH icon
3978
Definitive Healthcare
DH
$118M
$54.2K ﹤0.01%
+18,900
NOTV icon
3979
Inotiv
NOTV
$10.2M
$50.2K ﹤0.01%
89,360
RCKT icon
3980
Rocket Pharmaceuticals
RCKT
$449M
$45.8K ﹤0.01%
13,060
-140
RC
3981
Ready Capital
RC
$246M
$44.9K ﹤0.01%
20,557
-325,759
MRVI icon
3982
Maravai LifeSciences
MRVI
$436M
$44.3K ﹤0.01%
13,629
-1,593,249
REAX icon
3983
Real Brokerage
REAX
$501M
$43.8K ﹤0.01%
11,991
+702
STTK icon
3984
Shattuck Labs
STTK
$445M
$42K ﹤0.01%
+11,500
GROY icon
3985
Gold Royalty Corp
GROY
$715M
$40.4K ﹤0.01%
10,000
FLWS icon
3986
1-800-Flowers.com
FLWS
$193M
$39.3K ﹤0.01%
10,010
-1,995
ABEV icon
3987
Ambev
ABEV
$42.3B
$37K ﹤0.01%
14,967
+987
COOK icon
3988
Traeger
COOK
$80.1M
$31.5K ﹤0.01%
29,196
BLND icon
3989
Blend Labs
BLND
$422M
$30.8K ﹤0.01%
+10,115
SKIN icon
3990
The Beauty Health Co
SKIN
$144M
$26.3K ﹤0.01%
18,896
CGC
3991
Canopy Growth
CGC
$399M
$26.1K ﹤0.01%
22,909
-21,035
OCGN icon
3992
Ocugen
OCGN
$669M
$21K ﹤0.01%
+15,575
PLBY icon
3993
Playboy Inc
PLBY
$202M
$18.8K ﹤0.01%
10,000
AKBA icon
3994
Akebia Therapeutics
AKBA
$380M
$17.7K ﹤0.01%
10,996
+420
GRWG icon
3995
GrowGeneration
GRWG
$69.4M
$17.6K ﹤0.01%
11,722
-50
CBAT icon
3996
CBAK Energy Technology
CBAT
$73.9M
$16.7K ﹤0.01%
19,999
BRCC icon
3997
BRC Inc
BRCC
$97.9M
$14.2K ﹤0.01%
+12,821
OXBR icon
3998
Oxbridge Re Holdings
OXBR
$7.28M
$13.2K ﹤0.01%
10,000
GORO icon
3999
Gold Resource Corp
GORO
$159M
$12K ﹤0.01%
14,514
RVP icon
4000
Retractable Technologies
RVP
$21.7M
$8.65K ﹤0.01%
11,200
-2,800