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 7.85%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FTCS icon
551
First Trust Capital Strength ETF
FTCS
$7.81B
$102M 0.02%
1,097,591
+126,294
DEM icon
552
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.4B
$102M 0.02%
2,173,972
-244,471
HAS icon
553
Hasbro
HAS
$12.8B
$101M 0.02%
1,226,465
+40,433
LVS icon
554
Las Vegas Sands
LVS
$35.6B
$100M 0.02%
1,538,272
-244,517
CYBR
555
DELISTED
CyberArk
CYBR
$99.3M 0.02%
222,583
-13,369
AAON icon
556
Aaon
AAON
$6.52B
$99.1M 0.02%
1,299,259
+160,653
IP icon
557
International Paper
IP
$17.9B
$98.9M 0.02%
2,511,305
-317,960
IGM icon
558
iShares Expanded Tech Sector ETF
IGM
$7.95B
$98.9M 0.02%
765,711
-11,809
AYI icon
559
Acuity Brands
AYI
$8.21B
$98.7M 0.02%
274,074
+4,353
JBS
560
JBS N.V.
JBS
$15.8B
$98.6M 0.02%
6,840,816
+257,743
BN icon
561
Brookfield
BN
$85.6B
$98.6M 0.02%
2,135,778
-35,468
KMI icon
562
Kinder Morgan
KMI
$73.1B
$98.6M 0.02%
3,586,855
+69,179
MDB icon
563
MongoDB
MDB
$21B
$98.6M 0.02%
234,635
-369,404
HYSD
564
Columbia Short Duration High Yield ETF
HYSD
$104M
$98.4M 0.02%
4,854,850
APD icon
565
Air Products & Chemicals
APD
$62.6B
$97.4M 0.02%
393,885
-69,305
MOAT icon
566
VanEck Morningstar Wide Moat ETF
MOAT
$13.5B
$96.5M 0.02%
931,507
-138,430
HUT
567
Hut 8
HUT
$5.26B
$96.4M 0.02%
2,098,747
-892,719
JNK icon
568
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.79B
$96.2M 0.02%
989,589
-8,286
TIP icon
569
iShares TIPS Bond ETF
TIP
$14.1B
$95.7M 0.02%
870,971
-116,473
VT icon
570
Vanguard Total World Stock ETF
VT
$60.6B
$95.7M 0.02%
678,248
-4,736
ALK icon
571
Alaska Air
ALK
$4.23B
$95.6M 0.02%
1,901,583
+1,428,489
VHT icon
572
Vanguard Health Care ETF
VHT
$16.1B
$95M 0.02%
329,710
-16,804
IJK icon
573
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.54B
$94.6M 0.02%
976,004
-29,718
ICUI icon
574
ICU Medical
ICUI
$3.1B
$94.4M 0.02%
661,389
-142,153
MRCY icon
575
Mercury Systems
MRCY
$4.64B
$94.2M 0.02%
1,289,685
+1,009,297