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
CNI icon
951
Canadian National Railway
CNI
$60B
$42M 0.01%
416,224
-110,600
SJM icon
952
J.M. Smucker
SJM
$11.1B
$41.9M 0.01%
417,223
-114,529
XT icon
953
iShares Future Exponential Technologies ETF
XT
$3.73B
$41.9M 0.01%
641,593
+378,264
KRMN
954
Karman Holdings
KRMN
$14B
$41.7M 0.01%
828,026
+310,716
IHDG icon
955
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.34B
$41.7M 0.01%
925,655
-823,276
PTLO icon
956
Portillo's
PTLO
$396M
$41.6M 0.01%
3,563,600
+149,931
VIOG icon
957
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$867M
$41.5M 0.01%
362,468
-279,234
NJNK
958
Columbia U.S. High Yield ETF
NJNK
$56.8M
$41.4M 0.01%
2,040,050
+795,000
PBR icon
959
Petrobras
PBR
$99.6B
$41.3M 0.01%
3,298,091
+1,171,540
AVNT icon
960
Avient
AVNT
$3.29B
$41.2M 0.01%
1,275,276
-60,490
LII icon
961
Lennox International
LII
$17.1B
$41.2M 0.01%
71,815
+53,679
EVV
962
Eaton Vance Limited Duration Income Fund
EVV
$1.15B
$41.1M 0.01%
4,005,680
+396,370
MYRG icon
963
MYR Group
MYRG
$3.8B
$41M 0.01%
226,015
-49,794
KEY icon
964
KeyCorp
KEY
$23.6B
$40.9M 0.01%
2,347,921
-68,185
ROG icon
965
Rogers Corp
ROG
$1.74B
$40.9M 0.01%
596,713
+165,174
TMHC icon
966
Taylor Morrison
TMHC
$5.92B
$40.7M 0.01%
663,630
-32,448
GATX icon
967
GATX Corp
GATX
$6.42B
$40.7M 0.01%
264,905
-97,116
TDIV icon
968
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.81B
$40.6M 0.01%
449,859
+15,139
SBND icon
969
Columbia Short Duration Bond ETF
SBND
$135M
$40.5M 0.01%
2,153,443
-432,900
HYDB icon
970
iShares High Yield Systematic Bond ETF
HYDB
$1.67B
$40.5M 0.01%
853,852
+96,669
GGG icon
971
Graco
GGG
$14.4B
$40.4M 0.01%
470,563
-111,963
PEN icon
972
Penumbra
PEN
$14B
$40.4M 0.01%
157,492
+56,076
SNY icon
973
Sanofi
SNY
$113B
$40.4M 0.01%
835,730
-40,103
IBDT icon
974
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.7B
$40.3M 0.01%
1,585,429
+30,001
GLOB icon
975
Globant
GLOB
$2.95B
$40.2M 0.01%
442,835
-54,569