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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
LRGF icon
901
iShares US Equity Factor ETF
LRGF
$3.45B
$46.5M 0.01%
704,890
-49,614
FLEX icon
902
Flex
FLEX
$54.1B
$46.4M 0.01%
709,435
-68,648
ARCB icon
903
ArcBest
ARCB
$3.22B
$46.4M 0.01%
471,633
-17,888
DT icon
904
Dynatrace
DT
$12.1B
$46.2M 0.01%
1,249,435
-638,071
VIS icon
905
Vanguard Industrials ETF
VIS
$8.09B
$46.2M 0.01%
147,830
-2,072
ENTG icon
906
Entegris
ENTG
$27.2B
$46M 0.01%
393,605
+28,398
FTHI icon
907
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.32B
$45.9M 0.01%
2,001,347
+994,125
TOUS icon
908
T. Rowe Price International Equity ETF
TOUS
$1.51B
$45.8M 0.01%
1,327,159
+164,735
MATW icon
909
Matthews International
MATW
$822M
$45.8M 0.01%
1,775,560
+144,546
CPNG icon
910
Coupang
CPNG
$32.3B
$45.7M 0.01%
2,421,069
-145,655
EMN icon
911
Eastman Chemical
EMN
$8.29B
$45.6M 0.01%
596,748
+300,773
ILCB icon
912
iShares Morningstar US Equity ETF
ILCB
$1.27B
$45.5M 0.01%
506,881
-8,032
EVV
913
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
$45.5M 0.01%
4,818,007
+307,744
GEHC icon
914
GE HealthCare
GEHC
$28B
$45.4M 0.01%
638,356
+180,619
GGG icon
915
Graco
GGG
$12.6B
$45.3M 0.01%
535,948
+28,926
SKY icon
916
Champion Homes
SKY
$4.57B
$45.3M 0.01%
608,701
-1,172
BOOT icon
917
Boot Barn
BOOT
$5.29B
$45.3M 0.01%
309,271
-128,014
BRK.A icon
918
Berkshire Hathaway Class A
BRK.A
$1.05T
$45.2M 0.01%
63
-2
PGX icon
919
Invesco Preferred ETF
PGX
$3.84B
$45.2M 0.01%
4,131,366
-9,512
SOLS
920
Solstice Advanced Materials
SOLS
$13.6B
$45.1M 0.01%
591,821
+202,240
QYLD icon
921
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.56B
$45M 0.01%
2,621,070
+21,131
BP icon
922
BP
BP
$101B
$44.8M 0.01%
952,078
+138,906
ERIC icon
923
Ericsson
ERIC
$37.8B
$44.7M 0.01%
3,970,456
+3,238,472
KDP icon
924
Keurig Dr Pepper
KDP
$41.9B
$44.7M 0.01%
1,697,060
+216,297
WAB icon
925
Wabtec
WAB
$46.5B
$44.6M 0.01%
178,477
+141