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
UUUU icon
826
Energy Fuels
UUUU
$5.99B
$52.9M 0.01%
9,203,210
+410,894
QYLD icon
827
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.35B
$52.9M 0.01%
3,161,576
+571,203
FTV icon
828
Fortive
FTV
$16.8B
$52.7M 0.01%
1,011,398
+1,014
DT icon
829
Dynatrace
DT
$11.4B
$52.7M 0.01%
953,874
-1,774,377
LVHI icon
830
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.02B
$52.6M 0.01%
1,617,080
+543,539
SPSC icon
831
SPS Commerce
SPSC
$3.4B
$52.6M 0.01%
386,380
-1,900
BAC.PRL icon
832
Bank of America Series L
BAC.PRL
$3.84B
$52.5M 0.01%
43,293
+2,991
CCC
833
CCC Intelligent Solutions
CCC
$5.07B
$52.5M 0.01%
5,582,968
+417,972
BKU icon
834
Bankunited
BKU
$3.53B
$52.5M 0.01%
1,475,797
+14,358
PFF icon
835
iShares Preferred and Income Securities ETF
PFF
$14.2B
$52.4M 0.01%
1,706,571
-89,471
ROK icon
836
Rockwell Automation
ROK
$46.6B
$52.4M 0.01%
157,677
-15,198
BRKR icon
837
Bruker
BRKR
$6.72B
$52.3M 0.01%
1,270,478
+76,417
MUST icon
838
Columbia Multi-Sector Municipal Income ETF
MUST
$541M
$52.3M 0.01%
2,599,097
+169,761
LW icon
839
Lamb Weston
LW
$6.31B
$52.2M 0.01%
1,007,374
-588,503
DSGX icon
840
Descartes Systems
DSGX
$6.86B
$52.2M 0.01%
446,964
-41,307
WAY
841
Waystar Holding Corp
WAY
$5.28B
$52.2M 0.01%
1,277,271
+74,931
SONY icon
842
Sony
SONY
$133B
$52.2M 0.01%
2,008,072
-52,633
ARES icon
843
Ares Management
ARES
$33B
$52M 0.01%
300,470
-432,295
NPKI
844
NPK International
NPKI
$1.15B
$51.9M 0.01%
6,099,085
-597,711
CHWY icon
845
Chewy
CHWY
$12.5B
$51.7M 0.01%
1,214,119
+24,162
RYAAY icon
846
Ryanair
RYAAY
$37B
$51.5M 0.01%
893,333
-274,831
YELP icon
847
Yelp
YELP
$1.69B
$51.5M 0.01%
1,501,764
+98,303
VTWO icon
848
Vanguard Russell 2000 ETF
VTWO
$14.7B
$51.4M 0.01%
589,550
-42,998
FCN icon
849
FTI Consulting
FCN
$5.53B
$51.4M 0.01%
318,061
+26,461
ATR icon
850
AptarGroup
ATR
$8.12B
$51.2M 0.01%
327,607
+212,184