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
JWN
3976
DELISTED
Nordstrom
JWN
-116,147
KGS icon
3977
Kodiak Gas Services
KGS
$3.45B
-46,887
KLTR icon
3978
Kaltura
KLTR
$228M
-12,704
NKTR icon
3979
Nektar Therapeutics
NKTR
$755M
-20,629
NLOP
3980
Net Lease Office Properties
NLOP
$284M
-6,485
NMRA icon
3981
Neumora Therapeutics
NMRA
$347M
-11,107
NNOX icon
3982
Nano X Imaging
NNOX
$205M
-19,429
NOA
3983
North American Construction
NOA
$430M
-25,834
NRDY icon
3984
Nerdy
NRDY
$124M
-10,278
NUS icon
3985
Nu Skin
NUS
$510M
-22,653
NVCR icon
3986
NovoCure
NVCR
$1.44B
-22,118
NVTS icon
3987
Navitas Semiconductor
NVTS
$2.3B
-1,704,674
OCGN icon
3988
Ocugen
OCGN
$498M
-38,102
PAM icon
3989
Pampa Energía
PAM
$4.79B
-2,612
PAR icon
3990
PAR Technology
PAR
$1.17B
-4,742
PEB.PRF icon
3991
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$120M
-12,357
PRAX icon
3992
Praxis Precision Medicines
PRAX
$8.64B
-5,408
PRCH icon
3993
Porch Group
PRCH
$850M
-10,351
PROK icon
3994
ProKidney
PROK
$309M
-11,388
PSNY icon
3995
Gores Guggenheim
PSNY
$1.57B
-406
QIPT
3996
Quipt Home Medical
QIPT
$158M
-63,953
QJUN icon
3997
FT Vest Growth-100 Buffer ETF June
QJUN
$591M
-26,105
RCKT icon
3998
Rocket Pharmaceuticals
RCKT
$381M
-12,384
RDUS
3999
DELISTED
Radius Recycling
RDUS
-1,769,954
REAX icon
4000
Real Brokerage
REAX
$790M
-13,153