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
$435B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,166
New
Increased
Reduced
Closed

Top Buys

1 +$650M
2 +$468M
3 +$458M
4
CVX icon
Chevron
CVX
+$410M
5
WIX icon
WIX.com
WIX
+$392M

Top Sells

1 +$836M
2 +$727M
3 +$563M
4
AVGO icon
Broadcom
AVGO
+$549M
5
LRCX icon
Lam Research
LRCX
+$543M

Sector Composition

1 Technology 25.79%
2 Financials 11.49%
3 Industrials 8.17%
4 Healthcare 7.38%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GSIE icon
4001
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.2B
-10,705
HBM icon
4002
Hudbay
HBM
$9.14B
-19,802
HES
4003
DELISTED
Hess
HES
-557,466
HGTY icon
4004
Hagerty
HGTY
$979M
-32,968
HNW
4005
DELISTED
Pioneer Diversified High Income Fund
HNW
-203,555
ICSH icon
4006
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.06B
-6,971
IGA
4007
Voya Global Advantage and Premium Opportunity Fund
IGA
$148M
-36,250
IMVT icon
4008
Immunovant
IMVT
$5.23B
-23,553
INFA
4009
DELISTED
Informatica
INFA
-113,297
ITOS
4010
DELISTED
iTeos Therapeutics
ITOS
-207,787
JNPR
4011
DELISTED
Juniper Networks
JNPR
-139,788
JPI
4012
DELISTED
Nuveen Preferred Securities & Income Opportunities Fund
JPI
-46,108
KLG
4013
DELISTED
WK Kellogg Co
KLG
-259,522
LASR icon
4014
nLIGHT
LASR
$3.56B
-55,705
RLAY icon
4015
Relay Therapeutics
RLAY
$1.91B
-410,896
RMTI icon
4016
Rockwell Medical
RMTI
$34.9M
-148,300
RYAM icon
4017
Rayonier Advanced Materials
RYAM
$730M
-105,703
SAGE
4018
DELISTED
Sage Therapeutics
SAGE
-169,860
SCS
4019
DELISTED
Steelcase
SCS
-602,739
SIBN icon
4020
SI-BONE Inc
SIBN
$610M
-51,924
SKX
4021
DELISTED
Skechers
SKX
-296,965
LCID icon
4022
Lucid Motors
LCID
$3.36B
-2,978
LCTX icon
4023
Lineage Cell Therapeutics
LCTX
$417M
-23,500
LI icon
4024
Li Auto
LI
$18.2B
-7,815
LILAK icon
4025
Liberty Latin America Class C
LILAK
$1.55B
-78,309