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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
INCY icon
801
Incyte
INCY
$19.6B
$57M 0.01%
605,474
-259,676
ADM icon
802
Archer Daniels Midland
ADM
$36.2B
$57M 0.01%
783,805
+159,531
IWL icon
803
iShares Russell Top 200 ETF
IWL
$2.18B
$56.8M 0.01%
353,515
-13,408
FCFS icon
804
FirstCash
FCFS
$9.95B
$56.8M 0.01%
301,899
+5,763
VEEV icon
805
Veeva Systems
VEEV
$24.9B
$56.7M 0.01%
322,598
+148,616
RDDT icon
806
Reddit
RDDT
$33.7B
$56.6M 0.01%
420,244
-22,214
SLYV icon
807
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.75B
$56.5M 0.01%
596,186
-117,392
SXI icon
808
Standex International
SXI
$3.82B
$56.4M 0.01%
221,387
+70,934
ELS icon
809
Equity Lifestyle Properties
ELS
$12.1B
$56.4M 0.01%
929,636
+111,280
VMC icon
810
Vulcan Materials
VMC
$39.3B
$56.4M 0.01%
207,083
-76,387
BG icon
811
Bunge Global
BG
$21.8B
$56.3M 0.01%
442,429
-23,829
EW icon
812
Edwards Lifesciences
EW
$50.3B
$56.2M 0.01%
702,031
+27,687
IGV icon
813
iShares Expanded Tech-Software Sector ETF
IGV
$14B
$56M 0.01%
700,159
+132,164
DY icon
814
Dycom Industries
DY
$13.7B
$56M 0.01%
165,185
+76,548
ZWS icon
815
Zurn Elkay Water Solutions
ZWS
$8.34B
$55.9M 0.01%
1,247,419
+38,219
SIRI icon
816
SiriusXM
SIRI
$9.44B
$55.7M 0.01%
2,414,999
+39,269
NEAR icon
817
iShares Short Maturity Bond ETF
NEAR
$4.58B
$55.7M 0.01%
1,095,356
-46,304
UL icon
818
Unilever
UL
$126B
$55.7M 0.01%
977,288
-35,033
GWW icon
819
W.W. Grainger
GWW
$64.5B
$55.6M 0.01%
51,016
-4,271
ESNT icon
820
Essent Group
ESNT
$5.39B
$55.2M 0.01%
944,984
-9,781
VDE icon
821
Vanguard Energy ETF
VDE
$9.23B
$55.2M 0.01%
316,018
+131,576
ZS icon
822
Zscaler
ZS
$20.2B
$55.1M 0.01%
392,740
+79,477
PR icon
823
Permian Resources
PR
$15.4B
$54.7M 0.01%
2,564,640
+28,201
SPSB icon
824
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$54.6M 0.01%
1,819,145
-381,081
VKTX icon
825
Viking Therapeutics
VKTX
$3.53B
$54.6M 0.01%
1,678,745
+339,641