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
GBIL icon
801
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.77B
$55.5M 0.01%
552,686
-679,021
URI icon
802
United Rentals
URI
$50.1B
$55.4M 0.01%
73,496
+7,004
TME icon
803
Tencent Music
TME
$26.5B
$55.2M 0.01%
2,834,730
-517,803
FWONK icon
804
Liberty Media Series C
FWONK
$21.8B
$55.2M 0.01%
528,017
-111,969
PXH icon
805
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.93B
$55M 0.01%
2,350,046
+176,779
BABA icon
806
Alibaba
BABA
$416B
$54.9M 0.01%
484,784
-94,920
EW icon
807
Edwards Lifesciences
EW
$47.3B
$54.9M 0.01%
704,514
-50,523
IWL icon
808
iShares Russell Top 200 ETF
IWL
$2.15B
$54.8M 0.01%
359,193
+9,580
GDX icon
809
VanEck Gold Miners ETF
GDX
$32.3B
$54.7M 0.01%
1,051,138
+48,546
SKWD icon
810
Skyward Specialty Insurance
SKWD
$1.99B
$54.7M 0.01%
946,216
+301,288
UHS icon
811
Universal Health Services
UHS
$12.5B
$54.6M 0.01%
301,571
-103,235
SAIA icon
812
Saia
SAIA
$9.11B
$54.6M 0.01%
199,098
-210,205
IMAX icon
813
IMAX
IMAX
$1.85B
$54.5M 0.01%
1,950,135
-23,933
PGX icon
814
Invesco Preferred ETF
PGX
$4.05B
$54.4M 0.01%
4,898,208
-192,247
DECK icon
815
Deckers Outdoor
DECK
$14.6B
$54.4M 0.01%
527,638
-278,320
FSS icon
816
Federal Signal
FSS
$6.58B
$54.1M 0.01%
508,165
+17,478
CPNG icon
817
Coupang
CPNG
$36.5B
$54M 0.01%
1,807,981
-219,000
DEC
818
Diversified Energy Company
DEC
$1.01B
0
AS icon
819
Amer Sports
AS
$20.7B
$53.8M 0.01%
1,387,213
+1,378,220
AFG icon
820
American Financial Group
AFG
$10.7B
$53.6M 0.01%
424,723
+97,102
INDA icon
821
iShares MSCI India ETF
INDA
$9.11B
$53.6M 0.01%
962,712
-145,344
SLYV icon
822
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.36B
$53.5M 0.01%
672,685
-19,636
KFY icon
823
Korn Ferry
KFY
$3.51B
$53.5M 0.01%
729,663
+8,637
SEIC icon
824
SEI Investments
SEIC
$10.8B
$53.4M 0.01%
594,661
+96,573
TCOM icon
825
Trip.com Group
TCOM
$40.5B
$53M 0.01%
904,624
-913,535