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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
TSCO icon
1176
Tractor Supply
TSCO
$15.5B
$28.6M 0.01%
630,585
-401,592
ATR icon
1177
AptarGroup
ATR
$7.68B
$28.5M 0.01%
225,904
+6,499
YLD icon
1178
Principal Active High Yield ETF
YLD
$568M
$28.4M 0.01%
1,499,016
+17,785
GRMN icon
1179
Garmin
GRMN
$45.1B
$28.3M 0.01%
122,172
-20,546
FELC icon
1180
Fidelity Enhanced Large Cap Core ETF
FELC
$7.8B
$28.3M 0.01%
778,843
+155,847
AS icon
1181
Amer Sports
AS
$20.9B
$28.1M 0.01%
852,172
+27,443
QLTA icon
1182
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.57B
$28M 0.01%
589,349
+38,159
HMN icon
1183
Horace Mann Educators
HMN
$1.99B
$28M 0.01%
657,014
-5,276
VCR icon
1184
Vanguard Consumer Discretionary ETF
VCR
$6.11B
$28M 0.01%
77,920
-12,503
IRTC icon
1185
iRhythm Holdings
IRTC
$3.42B
$27.9M 0.01%
236,786
+113,165
OHI icon
1186
Omega Healthcare
OHI
$13.4B
$27.8M 0.01%
633,765
-95,125
CSGP icon
1187
CoStar Group
CSGP
$12B
$27.7M 0.01%
687,776
+72,738
KNTK icon
1188
Kinetik
KNTK
$3.47B
$27.7M 0.01%
571,931
+24,643
RPRX icon
1189
Royalty Pharma
RPRX
$23.7B
$27.7M 0.01%
577,125
+35,086
ICHR icon
1190
Ichor Holdings
ICHR
$3.38B
$27.6M 0.01%
593,046
+137,192
GHYG icon
1191
iShares US & Intl High Yield Corp Bond ETF
GHYG
$199M
$27.5M 0.01%
609,597
+75,189
VOD icon
1192
Vodafone
VOD
$32.7B
$27.5M 0.01%
1,830,650
-184,353
U icon
1193
Unity
U
$11.6B
$27.5M 0.01%
1,251,297
-1,221,714
ROP icon
1194
Roper Technologies
ROP
$32.9B
$27.4M 0.01%
77,525
-54,607
ECVT icon
1195
Ecovyst
ECVT
$1.41B
$27.4M 0.01%
2,131,663
-22,016
INFY icon
1196
Infosys
INFY
$43.6B
$27.4M 0.01%
2,027,212
+53,929
KFY icon
1197
Korn Ferry
KFY
$3.6B
$27.3M 0.01%
433,543
-242,596
TME icon
1198
Tencent Music
TME
$13.7B
$27.2M 0.01%
2,932,919
-910,835
FULT icon
1199
Fulton Financial
FULT
$4.43B
$27.2M 0.01%
1,335,981
+92,741
REXR icon
1200
Rexford Industrial Realty
REXR
$7.57B
$27.2M 0.01%
830,125
+15,191