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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
LAMR icon
626
Lamar Advertising Co
LAMR
$15.2B
$83.2M 0.02%
656,829
+6,613
VOT icon
627
Vanguard Mid-Cap Growth ETF
VOT
$19.7B
$83.1M 0.02%
345,762
-18,167
AZO icon
628
AutoZone
AZO
$50B
$82.7M 0.02%
24,496
-9,530
KSPI icon
629
Kaspi.kz JSC
KSPI
$15.6B
$82.7M 0.02%
1,115,936
-48,071
ELV icon
630
Elevance Health
ELV
$84.4B
$82.2M 0.02%
280,900
-352,454
TTE icon
631
TotalEnergies
TTE
$179B
$82M 0.02%
900,436
+13,200
SLYG icon
632
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.95B
$81.9M 0.02%
846,855
-113,947
CELH icon
633
Celsius Holdings
CELH
$7.87B
$81.8M 0.02%
2,306,379
-1,232,225
NPKI
634
NPK International
NPKI
$1.34B
$81.5M 0.02%
5,623,552
+458,342
NVS icon
635
Novartis
NVS
$281B
$81.4M 0.02%
532,554
-37,168
GDX icon
636
VanEck Gold Miners ETF
GDX
$25.1B
$81.1M 0.02%
883,199
-193,844
VEU icon
637
Vanguard FTSE All-World ex-US ETF
VEU
$67.5B
$80.4M 0.02%
1,077,047
+131,555
BURL icon
638
Burlington
BURL
$21.2B
$80.1M 0.02%
246,225
-54,833
LVS icon
639
Las Vegas Sands
LVS
$32.3B
$80.1M 0.02%
1,486,769
-51,503
ULTA icon
640
Ulta Beauty
ULTA
$19.6B
$79.8M 0.02%
152,734
-31,304
SCHV
641
Schwab US Large-Cap Value ETF
SCHV
$16B
$79.7M 0.02%
2,611,756
-179,144
LPLA icon
642
LPL Financial
LPLA
$23.5B
$79.6M 0.02%
264,733
+103,323
IJJ icon
643
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.58B
$79.6M 0.02%
599,744
-105,461
DKNG icon
644
DraftKings
DKNG
$13.1B
$79.5M 0.02%
3,677,177
-1,495,351
ALNY icon
645
Alnylam Pharmaceuticals
ALNY
$37.1B
$79.4M 0.02%
239,941
+58,804
BWA icon
646
BorgWarner
BWA
$14.7B
$79.3M 0.02%
1,460,557
+112,482
ARM icon
647
Arm
ARM
$469B
$79.2M 0.02%
521,298
+84,499
DEC
648
Diversified Energy Company
DEC
$940M
$78.8M 0.02%
4,520,272
+132,300
ROAD icon
649
Construction Partners
ROAD
$6.94B
$78.3M 0.02%
705,083
+199,919
ICUI icon
650
ICU Medical
ICUI
$3.51B
$78.2M 0.02%
605,728
-55,661