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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
IOO icon
1001
iShares Global 100 ETF
IOO
$8.67B
$38.8M 0.01%
320,961
-61,400
CDE icon
1002
Coeur Mining
CDE
$18B
$38.8M 0.01%
2,067,632
+630,335
CARG icon
1003
CarGurus
CARG
$2.71B
$38.6M 0.01%
1,135,079
+556,036
FIS icon
1004
Fidelity National Information Services
FIS
$19.7B
$38.5M 0.01%
821,870
-39,845
SCHM icon
1005
Schwab US Mid-Cap ETF
SCHM
$14.9B
$38.5M 0.01%
1,242,525
-219,779
KRG icon
1006
Kite Realty
KRG
$5.67B
$38.5M 0.01%
1,571,162
-190,666
CMG icon
1007
Chipotle Mexican Grill
CMG
$41.7B
$38.2M 0.01%
1,193,645
-224,836
ESI icon
1008
Element Solutions
ESI
$11.2B
$38.1M 0.01%
1,117,433
+628,982
GATX icon
1009
GATX Corp
GATX
$6.29B
$38.1M 0.01%
223,075
-3,413
DXJ icon
1010
WisdomTree Japan Hedged Equity Fund
DXJ
$7.26B
$37.8M 0.01%
238,158
-41,557
HP icon
1011
Helmerich & Payne
HP
$3.49B
$37.8M 0.01%
1,048,100
+59,900
RJF icon
1012
Raymond James Financial
RJF
$30.4B
$37.7M 0.01%
259,457
-61,049
DPZ icon
1013
Domino's
DPZ
$10.4B
$37.6M 0.01%
104,886
+65,342
HYMB icon
1014
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.98B
$37.6M 0.01%
1,516,549
-64,324
INDA icon
1015
iShares MSCI India ETF
INDA
$6.92B
$37.6M 0.01%
802,270
+82,794
SUSC icon
1016
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.33B
$37.5M 0.01%
1,621,180
-30,875
ATAT icon
1017
Atour Lifestyle Holdings
ATAT
$4.53B
$37.5M 0.01%
1,019,707
+371,790
FITB
1018
Fifth Third Bancorp
FITB
$47.8B
$37.5M 0.01%
803,900
-195,429
MTH icon
1019
Meritage Homes
MTH
$5.05B
$37.4M 0.01%
604,069
-10,273
ANGL icon
1020
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$37.3M 0.01%
1,300,339
+131,174
MDB icon
1021
MongoDB
MDB
$26.8B
$37.3M 0.01%
152,514
-82,121
TTC icon
1022
Toro Company
TTC
$8.82B
$37.2M 0.01%
398,319
+81,080
IGLB icon
1023
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.69B
$37.2M 0.01%
749,542
+28,747
VIK icon
1024
Viking Holdings
VIK
$43.4B
$37.1M 0.01%
505,035
+1,984
VLUE icon
1025
iShares MSCI USA Value Factor ETF
VLUE
$14.5B
$37M 0.01%
260,534
+63,709