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
MRUS
776
DELISTED
Merus
MRUS
$59.6M 0.01%
1,133,857
+1,031,457
IJT icon
777
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.63B
$59.6M 0.01%
443,451
-66,986
CTSH icon
778
Cognizant
CTSH
$39.8B
$59.5M 0.01%
762,035
+231,883
BDX icon
779
Becton Dickinson
BDX
$57.3B
$59.4M 0.01%
344,752
-1,456,702
SMG icon
780
ScottsMiracle-Gro
SMG
$3.79B
$59.3M 0.01%
899,690
+557,647
ARIS
781
DELISTED
Aris Water Solutions
ARIS
$58.8M 0.01%
2,485,977
-272,930
VNQ icon
782
Vanguard Real Estate ETF
VNQ
$34.7B
$58.7M 0.01%
658,175
-98,300
NUE icon
783
Nucor
NUE
$41.2B
$58.7M 0.01%
453,205
+2,664
SIRI icon
784
SiriusXM
SIRI
$6.75B
$57.8M 0.01%
2,515,519
+170,155
AIT icon
785
Applied Industrial Technologies
AIT
$9.68B
$57.7M 0.01%
248,358
+85,368
RBLX icon
786
Roblox
RBLX
$53.2B
$57.7M 0.01%
548,155
+471,586
HBAN icon
787
Huntington Bancshares
HBAN
$27.1B
$57.3M 0.01%
3,416,835
-134,310
SCHF icon
788
Schwab International Equity ETF
SCHF
$59.4B
$57.2M 0.01%
2,589,410
+188,186
CTRA icon
789
Coterra Energy
CTRA
$21.4B
$57.1M 0.01%
2,247,877
+956,059
XYLD icon
790
Global X S&P 500 Covered Call ETF
XYLD
$3.17B
$57M 0.01%
1,463,572
+183,859
CXT icon
791
Crane NXT
CXT
$2.91B
$56.9M 0.01%
1,055,589
-29,036
VOX icon
792
Vanguard Communication Services ETF
VOX
$6.49B
$56.6M 0.01%
331,114
+27,293
RRX icon
793
Regal Rexnord
RRX
$10.8B
$56.6M 0.01%
390,143
+42,927
WCC icon
794
WESCO International
WCC
$14.2B
$56.5M 0.01%
305,012
-4,069
HLNE icon
795
Hamilton Lane
HLNE
$6.26B
$56.5M 0.01%
397,345
-34,778
AX icon
796
Axos Financial
AX
$5.36B
$56.3M 0.01%
740,652
+58,774
AUB icon
797
Atlantic Union Bankshares
AUB
$5.56B
$56.3M 0.01%
1,798,733
-952,608
RDDT icon
798
Reddit
RDDT
$36B
$55.8M 0.01%
370,808
+104,614
NBIX icon
799
Neurocrine Biosciences
NBIX
$13.8B
$55.7M 0.01%
443,245
+127,535
VCLT icon
800
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.63B
$55.5M 0.01%
732,016
-110,619