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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
AHL
4026
DELISTED
Aspen Insurance
AHL
-28,945
MNTN
4027
MNTN Inc
MNTN
$617M
-675,936
FIXT
4028
TCW Core Plus Bond ETF
FIXT
$209M
-5,582
NEMD
4029
Neuberger Emerging Markets Debt Hard Currency ETF
NEMD
$137M
-10,671
VIA
4030
Via Transportation Inc
VIA
$1.24B
-17,967
MPLT
4031
MapLight Therapeutics
MPLT
$1.31B
-66,872
NAVN
4032
Navan Inc
NAVN
$5.57B
-432,041
GSGO
4033
Goldman Sachs Growth Opportunities ETF
GSGO
$173M
-14,209
BPRE
4034
Bluerock Private Real Estate Fund
BPRE
-16,237
ABX
4035
Abacus Global Management
ABX
$887M
-10,101
ALEX
4036
DELISTED
Alexander & Baldwin
ALEX
-132,121
ALKT icon
4037
Alkami Technology
ALKT
$1.57B
-660,581
AMLX icon
4038
Amylyx Pharmaceuticals
AMLX
$1.74B
-502,366
AMPL icon
4039
Amplitude
AMPL
$866M
-130,110
ANGI icon
4040
Angi Inc
ANGI
$203M
-67,462
ARAY icon
4041
Accuray
ARAY
$41.4M
-183,537
ASAN icon
4042
Asana
ASAN
$1.6B
-16,315
AVD icon
4043
American Vanguard Corp
AVD
$75.8M
-102,553
AVDL
4044
DELISTED
Avadel Pharmaceuticals
AVDL
-351,924
AVPT icon
4045
AvePoint
AVPT
$2.21B
-72,044
AVSF icon
4046
Avantis Short-Term Fixed Income ETF
AVSF
$670M
-6,529
JBIO
4047
Jade Biosciences
JBIO
$1.02B
-187,254
BALT icon
4048
Innovator Defined Wealth Shield ETF
BALT
$2.51B
-10,064
BBAX icon
4049
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.36B
-4,139
BBW icon
4050
Build-A-Bear
BBW
$406M
-3,855