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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
AAON icon
726
Aaon
AAON
$11.2B
$65.1M 0.02%
787,010
-512,249
BKLN icon
727
Invesco Senior Loan ETF
BKLN
$7.13B
$64.9M 0.02%
3,180,432
-318,102
CHDN icon
728
Churchill Downs
CHDN
$6.15B
$64.9M 0.02%
722,259
-87,212
UBS icon
729
UBS Group
UBS
$167B
$64.8M 0.02%
1,663,816
+521,869
IGM icon
730
iShares Expanded Tech Sector ETF
IGM
$10.9B
$64.8M 0.02%
546,560
-219,151
SUSA icon
731
iShares ESG Optimized MSCI USA ETF
SUSA
$3.99B
$64.5M 0.02%
488,667
+4,590
IP icon
732
International Paper
IP
$19.5B
$64.5M 0.02%
1,806,514
-704,791
SONY icon
733
Sony
SONY
$120B
$64.4M 0.01%
3,135,095
+1,127,941
FLUT icon
734
Flutter Entertainment
FLUT
$17.7B
$64.3M 0.01%
630,603
-267,747
XLRE icon
735
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.85B
$64.2M 0.01%
1,571,645
-754,769
ESGE icon
736
iShares ESG Aware MSCI EM ETF
ESGE
$7.08B
$64.2M 0.01%
1,411,296
-39,707
EWBC icon
737
East-West Bancorp
EWBC
$17.4B
$64M 0.01%
600,062
+7,276
NVO
738
Novo Nordisk
NVO
$191B
$63.9M 0.01%
1,747,225
+11,049
STLD icon
739
Steel Dynamics
STLD
$36B
$63.9M 0.01%
355,166
-51,148
CTRA
740
DELISTED
Coterra Energy
CTRA
$63.9M 0.01%
1,818,124
-309,017
PODD icon
741
Insulet
PODD
$10.1B
$63.8M 0.01%
304,079
-188,781
BALI icon
742
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.22B
$63.8M 0.01%
2,073,163
+273,515
RKLB icon
743
Rocket Lab Corp
RKLB
$67B
$63.6M 0.01%
990,663
+163,189
PYPL icon
744
PayPal
PYPL
$37.5B
$63.6M 0.01%
1,406,111
-100,131
AUB icon
745
Atlantic Union Bankshares
AUB
$5.6B
$63.5M 0.01%
1,776,786
+78,439
RMD icon
746
ResMed
RMD
$27.4B
$63.5M 0.01%
282,712
+14,532
ONTO icon
747
Onto Innovation
ONTO
$16.6B
$63.4M 0.01%
309,404
+197,346
SHEL icon
748
Shell
SHEL
$218B
$63.4M 0.01%
683,912
+248,544
MLM icon
749
Martin Marietta Materials
MLM
$36.6B
$63.3M 0.01%
107,571
-13,397
WAL icon
750
Western Alliance Bancorporation
WAL
$8.73B
$63.2M 0.01%
891,509
+319,094