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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
BBY icon
676
Best Buy
BBY
$15.8B
$73.3M 0.02%
1,142,174
+102,293
CRDO icon
677
Credo Technology Group
CRDO
$50.7B
$73.3M 0.02%
781,170
-233,451
FBNC icon
678
First Bancorp
FBNC
$2.51B
$73.2M 0.02%
1,298,753
+87,234
TECK icon
679
Teck Resources
TECK
$31.5B
$73.1M 0.02%
1,413,158
-27,933
SPTS icon
680
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.86B
$72.9M 0.02%
2,497,153
-1,888,274
NVT icon
681
nVent Electric
NVT
$28.6B
$72.8M 0.02%
615,497
-805,612
LVHI icon
682
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.93B
$72.7M 0.02%
1,792,778
+398,670
URI icon
683
United Rentals
URI
$67.5B
$72.5M 0.02%
99,520
-26,427
HAL icon
684
Halliburton
HAL
$29.2B
$72.5M 0.02%
1,858,143
+100,752
MRCY icon
685
Mercury Systems
MRCY
$6.84B
$72.3M 0.02%
991,808
-297,877
VET icon
686
Vermilion Energy
VET
$1.51B
$72.1M 0.02%
5,232,096
-2,965,410
NI icon
687
NiSource
NI
$22.7B
$71.8M 0.02%
1,539,088
-1,778
CIEN icon
688
Ciena
CIEN
$60.6B
$71.8M 0.02%
186,915
-82,723
EWU icon
689
iShares MSCI United Kingdom ETF
EWU
$3.54B
$71.7M 0.02%
1,347,006
+378,387
RGA icon
690
Reinsurance Group of America
RGA
$13.8B
$71.3M 0.02%
349,103
-5,297
DON icon
691
WisdomTree US MidCap Dividend Fund
DON
$3.92B
$71.1M 0.02%
1,353,416
-28,000
AFG icon
692
American Financial Group
AFG
$11B
$71.1M 0.02%
556,567
+119,426
NXST icon
693
Nexstar Media Group
NXST
$5.01B
$70.9M 0.02%
392,286
+35,284
DDOG icon
694
Datadog
DDOG
$79.4B
$70.8M 0.02%
599,627
-911,202
ONEY icon
695
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$792M
$70.7M 0.02%
588,449
-7,836
DLTR icon
696
Dollar Tree
DLTR
$21.5B
$70.5M 0.02%
643,548
-28,937
AEM icon
697
Agnico Eagle Mines
AEM
$83.3B
$70.4M 0.02%
290,070
+129,450
VXF icon
698
Vanguard Extended Market ETF
VXF
$30.7B
$70M 0.02%
340,150
+3,021
NTRA icon
699
Natera
NTRA
$33.1B
$69.8M 0.02%
349,010
+13,687
DOV icon
700
Dover
DOV
$30.1B
$69.3M 0.02%
332,990
+2,949