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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
DECK icon
876
Deckers Outdoor
DECK
$15.2B
$48.9M 0.01%
488,674
+51,142
TRV icon
877
Travelers Companies
TRV
$65.5B
$48.9M 0.01%
167,686
-40,888
ODFL icon
878
Old Dominion Freight Line
ODFL
$46B
$48.6M 0.01%
248,492
-4,153
PII icon
879
Polaris
PII
$4.06B
$48.5M 0.01%
890,498
+112,500
NX icon
880
Quanex
NX
$781M
$48.5M 0.01%
2,698,477
+244,640
ESGU icon
881
iShares ESG Aware MSCI USA ETF
ESGU
$17.4B
$48.4M 0.01%
342,392
-19,658
NAT icon
882
Nordic American Tanker
NAT
$1.24B
$48.4M 0.01%
8,261,483
+1,704,688
PSNL icon
883
Personalis
PSNL
$1.1B
$48.4M 0.01%
7,592,807
+1,305,656
NOBL icon
884
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$48.3M 0.01%
911,238
-153,914
MCHPP
885
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
$48.3M 0.01%
847,000
+60,000
BABA icon
886
Alibaba
BABA
$257B
$48M 0.01%
382,722
-21,775
PGNY icon
887
Progyny
PGNY
$2.04B
$48M 0.01%
2,825,331
+547,282
EQL icon
888
ALPS Equal Sector Weight ETF
EQL
$736M
$47.9M 0.01%
1,006,254
+362,087
HLIO icon
889
Helios Technologies
HLIO
$2.99B
$47.8M 0.01%
739,261
+219,719
BHP icon
890
BHP
BHP
$223B
$47.4M 0.01%
651,645
-40,917
ALLE icon
891
Allegion
ALLE
$11.5B
$47.4M 0.01%
326,091
-43,564
MLI icon
892
Mueller Industries
MLI
$15.2B
$47.3M 0.01%
427,224
+1,734
IJT icon
893
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.87B
$47.3M 0.01%
326,778
-11,010
LYV icon
894
Live Nation Entertainment
LYV
$39.8B
$47.2M 0.01%
309,321
-195,565
RBA icon
895
RB Global
RBA
$20.6B
$47.2M 0.01%
490,100
-91,185
TTI icon
896
TETRA Technologies
TTI
$1.51B
$47M 0.01%
5,515,522
-1,398,973
INCM icon
897
Franklin Income Focus ETF
INCM
$1.58B
$46.9M 0.01%
1,630,167
+683,008
LBRT icon
898
Liberty Energy
LBRT
$4.44B
$46.8M 0.01%
1,624,716
+1,240,266
HOLX
899
DELISTED
Hologic
HOLX
$46.7M 0.01%
618,084
-198,206
UFPI icon
900
UFP Industries
UFPI
$4.89B
$46.7M 0.01%
507,115
+157,058