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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
MPWR icon
476
Monolithic Power Systems
MPWR
$76.8B
$131M 0.03%
119,423
-14,214
DOCN icon
477
DigitalOcean
DOCN
$18.1B
$128M 0.03%
1,498,003
+1,214,979
DUK icon
478
Duke Energy
DUK
$96.6B
$128M 0.03%
975,656
+44,804
VOOG icon
479
Vanguard S&P 500 Growth ETF
VOOG
$26B
$127M 0.03%
1,876,572
+18
PSC icon
480
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.23B
$127M 0.03%
2,212,182
+406,119
VRSK icon
481
Verisk Analytics
VRSK
$22.8B
$126M 0.03%
667,300
-684,049
LNG icon
482
Cheniere Energy
LNG
$47.6B
$124M 0.03%
430,426
+81,024
CASY icon
483
Casey's General Stores
CASY
$31.1B
$123M 0.03%
169,312
-23,266
HYG icon
484
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
$123M 0.03%
1,553,652
-77,780
OEF icon
485
iShares S&P 100 ETF
OEF
$20.2B
$123M 0.03%
366,926
-227,992
HDV
486
iShares Core High Dividend ETF
HDV
$13.3B
$122M 0.03%
4,510,710
+816,315
MC icon
487
Moelis & Co
MC
$5B
$122M 0.03%
2,147,192
-530,976
EFG icon
488
iShares MSCI EAFE Growth ETF
EFG
$16.8B
$122M 0.03%
1,092,664
+322,751
DHI icon
489
D.R. Horton
DHI
$44.8B
$121M 0.03%
882,370
-26,092
RY icon
490
Royal Bank of Canada
RY
$280B
$121M 0.03%
727,209
-39,553
SHV icon
491
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$121M 0.03%
1,096,052
+508,522
XMHQ icon
492
Invesco S&P MidCap Quality ETF
XMHQ
$5.33B
$121M 0.03%
1,171,327
-20,012
CAG icon
493
Conagra Brands
CAG
$6.32B
$121M 0.03%
7,679,930
-3,169,639
THG icon
494
Hanover Insurance
THG
$6.92B
$120M 0.03%
694,771
+58,612
JBS
495
JBS N.V.
JBS
$39.2B
$120M 0.03%
6,704,692
-136,124
KNX icon
496
Knight Transportation
KNX
$12B
$120M 0.03%
2,089,501
+1,088,171
SNEX icon
497
StoneX
SNEX
$11B
$120M 0.03%
1,487,960
-143,181
CIBR icon
498
First Trust NASDAQ Cybersecurity ETF
CIBR
$12.9B
$119M 0.03%
1,904,033
+115,139
SNOW icon
499
Snowflake
SNOW
$80.5B
$119M 0.03%
792,046
-165,584
PULS icon
500
PGIM Ultra Short Bond ETF
PULS
$17.1B
$118M 0.03%
2,390,003
+878,218