Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442B
AUM Growth
+$7.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,220
New
Increased
Reduced
Closed

Top Buys

1 +$977M
2 +$429M
3 +$420M
4
TXN icon
Texas Instruments
TXN
+$420M
5
GD icon
General Dynamics
GD
+$358M

Top Sells

1 +$863M
2 +$765M
3 +$556M
4
META icon
Meta Platforms (Facebook)
META
+$535M
5
AMAT icon
Applied Materials
AMAT
+$534M

Sector Composition

1 Technology 25.48%
2 Financials 11.46%
3 Healthcare 7.99%
4 Industrials 7.85%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AFL icon
876
Aflac
AFL
$55.1B
$50.1M 0.01%
454,472
-12,602
PSNL icon
877
Personalis
PSNL
$796M
$50M 0.01%
6,287,151
+5,988,126
UTZ icon
878
Utz Brands
UTZ
$657M
$50M 0.01%
4,814,489
-97,943
BEP icon
879
Brookfield Renewable
BEP
$9.37B
$50M 0.01%
1,852,822
+60,990
FFIV icon
880
F5
FFIV
$16.4B
$49.7M 0.01%
194,601
-287,323
HAL icon
881
Halliburton
HAL
$31.4B
$49.7M 0.01%
1,757,391
+165,913
WDFC icon
882
WD-40
WDFC
$2.91B
$49.5M 0.01%
251,679
-52,554
MDY icon
883
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.1B
$49.5M 0.01%
82,041
+6,940
ELS icon
884
Equity Lifestyle Properties
ELS
$12.2B
$49.4M 0.01%
818,356
-42,122
IWO icon
885
iShares Russell 2000 Growth ETF
IWO
$12.4B
$49.3M 0.01%
152,488
+17,807
UTHR icon
886
United Therapeutics
UTHR
$22.8B
$49.2M 0.01%
101,042
+37,661
PII icon
887
Polaris
PII
$3.17B
$49.2M 0.01%
777,998
+268,138
HELO icon
888
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.79B
$49.2M 0.01%
740,645
+407,764
FVRR icon
889
Fiverr
FVRR
$365M
$49.2M 0.01%
2,489,725
-200,422
EZU icon
890
iShare MSCI Eurozone ETF
EZU
$9.22B
$49.1M 0.01%
766,330
+18,722
ARTY
891
iShares Future AI & Tech ETF
ARTY
$2.24B
$49.1M 0.01%
1,019,810
-304,524
BRK.A icon
892
Berkshire Hathaway Class A
BRK.A
$1.04T
$49.1M 0.01%
65
MLI icon
893
Mueller Industries
MLI
$12.2B
$48.8M 0.01%
425,490
+193,525
ROKU icon
894
Roku
ROKU
$14.4B
$48.7M 0.01%
449,160
+11,455
ILCB icon
895
iShares Morningstar US Equity ETF
ILCB
$1.12B
$48.6M 0.01%
514,913
+211
CCI icon
896
Crown Castle
CCI
$35.5B
$48.6M 0.01%
546,039
-36,333
PEN icon
897
Penumbra
PEN
$13.2B
$48.5M 0.01%
155,959
-32,041
IOO icon
898
iShares Global 100 ETF
IOO
$7.63B
$48.4M 0.01%
382,361
+94,047
R icon
899
Ryder
R
$7.78B
$48.4M 0.01%
253,004
+98,544
AFRM icon
900
Affirm
AFRM
$15.4B
$48.3M 0.01%
649,584
+500,187