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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
APO icon
1126
Apollo Global Management
APO
$78.1B
$30.6M 0.01%
274,384
+37,913
GBX icon
1127
The Greenbrier Companies
GBX
$1.57B
$30.6M 0.01%
580,415
-1,413
FVRR icon
1128
Fiverr
FVRR
$364M
$30.5M 0.01%
3,045,757
+556,032
FLS icon
1129
Flowserve
FLS
$10.4B
$30.5M 0.01%
415,116
-235,856
FGD icon
1130
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.44B
$30.5M 0.01%
954,395
-350,887
FBP icon
1131
First Bancorp
FBP
$3.97B
$30.4M 0.01%
1,422,392
-47,782
FRT icon
1132
Federal Realty Investment Trust
FRT
$10.5B
$30.3M 0.01%
318,455
+63,428
EWZ icon
1133
iShares MSCI Brazil ETF
EWZ
$9.16B
$30.3M 0.01%
834,408
+231,930
FNDA icon
1134
Schwab Fundamental US Small Company Index ETF
FNDA
$9.54B
$30.3M 0.01%
918,127
-43,142
LSPD icon
1135
Lightspeed Commerce
LSPD
$1.28B
$30.3M 0.01%
3,376,131
+288,613
HNI icon
1136
HNI Corp
HNI
$2.48B
$30.2M 0.01%
905,271
+183,073
PWB icon
1137
Invesco Large Cap Growth ETF
PWB
$2.34B
$30.2M 0.01%
241,313
+31,738
VIST icon
1138
Vista Energy
VIST
$7.56B
$30.1M 0.01%
398,916
+190,503
AR icon
1139
Antero Resources
AR
$10.3B
$30.1M 0.01%
708,945
-1,277,623
DNTH icon
1140
Dianthus Therapeutics
DNTH
$4.78B
$30.1M 0.01%
358,470
+203,307
ATRO icon
1141
Astronics
ATRO
$3.46B
$30.1M 0.01%
450,667
+194,823
P
1142
Everpure Inc
P
$25.4B
$30M 0.01%
509,330
-259,892
EQIN
1143
Columbia U.S. Equity Income ETF
EQIN
$289M
$30M 0.01%
610,169
+7,659
LNT icon
1144
Alliant Energy
LNT
$19.1B
$30M 0.01%
417,839
+130,803
IGEB icon
1145
iShares Investment Grade Systematic Bond ETF
IGEB
$1.35B
$30M 0.01%
664,445
-160,476
IVOG icon
1146
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.67B
$29.9M 0.01%
239,206
+151,165
FUTU icon
1147
Futu Holdings
FUTU
$13.8B
$29.9M 0.01%
218,309
+53,741
JHSC icon
1148
John Hancock Multifactor Small Cap ETF
JHSC
$681M
$29.8M 0.01%
695,844
-717
TNL icon
1149
Travel + Leisure Co
TNL
$4.8B
$29.8M 0.01%
430,871
-10,468
LAC
1150
Lithium Americas
LAC
$1.52B
$29.8M 0.01%
7,546,429
+7,435,707