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
NLY icon
1176
Annaly Capital Management
NLY
$15.7B
$27.2M 0.01%
1,445,087
+53,609
VIK icon
1177
Viking Holdings
VIK
$32B
$27.2M 0.01%
510,592
-1,515
HNGE
1178
Hinge Health
HNGE
$2.75B
$27M 0.01%
+522,515
R icon
1179
Ryder
R
$7.72B
$27M 0.01%
170,062
+28,992
GPK icon
1180
Graphic Packaging
GPK
$4.32B
$27M 0.01%
1,281,156
+142,854
INGR icon
1181
Ingredion
INGR
$7.5B
$26.9M 0.01%
198,353
+19,696
FITB icon
1182
Fifth Third Bancorp
FITB
$33.2B
$26.9M 0.01%
651,995
-278,761
AXTA icon
1183
Axalta
AXTA
$7.16B
$26.7M 0.01%
900,885
-3,410
HNI icon
1184
HNI Corp
HNI
$3.39B
$26.7M 0.01%
543,551
-10,819
FSK icon
1185
FS KKR Capital
FSK
$3.86B
$26.7M 0.01%
1,288,931
-91,958
BWLP icon
1186
BW LPG
BWLP
$2.37B
$26.7M 0.01%
2,257,314
+579,987
CDW icon
1187
CDW
CDW
$16.5B
$26.6M 0.01%
149,157
-717,788
RAL
1188
Ralliant Corp
RAL
$5.98B
$26.6M 0.01%
+548,559
TTMI icon
1189
TTM Technologies
TTMI
$10.1B
$26.6M 0.01%
650,827
-55,576
KLIC icon
1190
Kulicke & Soffa
KLIC
$3B
$26.5M 0.01%
767,198
-379,320
HTH icon
1191
Hilltop Holdings
HTH
$2.3B
$26.4M 0.01%
870,474
+7,302
IMTM icon
1192
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.77B
$26.3M 0.01%
577,748
-194,767
CPT icon
1193
Camden Property Trust
CPT
$11.6B
$26.3M 0.01%
242,429
-143
WEX icon
1194
WEX
WEX
$5.28B
$26.3M 0.01%
178,840
-57,786
BP icon
1195
BP
BP
$97.2B
$26.1M 0.01%
870,703
-6,218
DG icon
1196
Dollar General
DG
$31.6B
$26M 0.01%
227,392
+111,328
WY icon
1197
Weyerhaeuser
WY
$18.6B
$26M 0.01%
1,010,028
-441,385
DV icon
1198
DoubleVerify
DV
$1.74B
$25.8M 0.01%
1,726,357
+536,943
GH icon
1199
Guardant Health
GH
$14.8B
$25.8M 0.01%
494,872
+331,823
VTIP icon
1200
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.4B
$25.7M 0.01%
512,211
+101,253