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
ZS icon
551
Zscaler
ZS
$32.1B
$100M 0.02%
319,059
+138,947
APP icon
552
Applovin
APP
$190B
$99.5M 0.02%
284,238
-93,322
NTNX icon
553
Nutanix
NTNX
$10.6B
$99.2M 0.02%
1,298,092
+245,930
ESGD icon
554
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.3B
$98.7M 0.02%
1,106,334
-184,511
LAMR icon
555
Lamar Advertising Co
LAMR
$13B
$98.6M 0.02%
812,776
-16,780
HYSD
556
Columbia Short Duration High Yield ETF
HYSD
$106M
$98.5M 0.02%
4,847,910
+3,602,860
CYBR icon
557
CyberArk
CYBR
$21.4B
$98.4M 0.02%
241,744
-181
INVH icon
558
Invitation Homes
INVH
$16.1B
$98.3M 0.02%
3,132,600
+22,539
CCL icon
559
Carnival Corp
CCL
$42.6B
$98.3M 0.02%
3,494,812
+433,964
ESNT icon
560
Essent Group
ESNT
$6.06B
$98.3M 0.02%
1,617,956
-65,190
COIN icon
561
Coinbase
COIN
$53.2B
$97.8M 0.02%
278,941
+29,423
DOC icon
562
Healthpeak Properties
DOC
$11.9B
$97.6M 0.02%
5,691,727
+164,364
JNK icon
563
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.93B
$97.5M 0.02%
1,002,239
-17,324
JHML icon
564
John Hancock Multifactor Large Cap ETF
JHML
$1.08B
$97.4M 0.02%
1,327,532
-71,468
WDAY icon
565
Workday
WDAY
$45.5B
$96.9M 0.02%
403,586
-87,827
MCO icon
566
Moody's
MCO
$91.6B
$96.8M 0.02%
193,006
-36,337
SE icon
567
Sea Limited
SE
$72.5B
$96.7M 0.02%
604,840
+112,380
FIX icon
568
Comfort Systems
FIX
$41.5B
$96.2M 0.02%
179,421
+10,526
GAP
569
The Gap Inc
GAP
$10.1B
$96.1M 0.02%
4,407,809
+1,318,322
MGC icon
570
Vanguard Mega Cap 300 Index ETF
MGC
$9.92B
$96M 0.02%
427,145
-22,997
AR icon
571
Antero Resources
AR
$10.9B
$96M 0.02%
2,382,707
+93,895
G icon
572
Genpact
G
$7.66B
$95.3M 0.02%
2,166,489
+551,269
XLRE icon
573
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.08B
$94.9M 0.02%
2,291,673
+951,673
MTZ icon
574
MasTec
MTZ
$19.2B
$94.7M 0.02%
555,486
+164,722
VHT icon
575
Vanguard Health Care ETF
VHT
$17.2B
$94.7M 0.02%
381,747
-75,542