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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
TMHC icon
1226
Taylor Morrison
TMHC
$6.6B
$26.3M 0.01%
452,395
-94,940
EES icon
1227
WisdomTree US SmallCap Earnings Fund
EES
$699M
$26.3M 0.01%
452,810
-11,077
TDY icon
1228
Teledyne Technologies
TDY
$28.5B
$26.3M 0.01%
43,543
+32,945
MCHI icon
1229
iShares MSCI China ETF
MCHI
$6.08B
$26.2M 0.01%
366,891
+70,926
ALKS icon
1230
Alkermes
ALKS
$7.72B
$26.2M 0.01%
741,141
+209,779
QXO.PRB
1231
QXO Inc 5.50% Series B Preferred Stock
QXO.PRB
$559M
$26.1M 0.01%
473,350
OMF icon
1232
OneMain Financial
OMF
$6.74B
$26M 0.01%
486,861
+233
VSECU
1233
VSE Corp Tangible Equity Units
VSECU
$1.57B
$26M 0.01%
+522,500
NJNK
1234
Columbia U.S. High Yield ETF
NJNK
$40.2M
$26M 0.01%
1,302,819
+198,832
CLX icon
1235
Clorox
CLX
$11.1B
$26M 0.01%
251,040
+89,609
LIVN icon
1236
LivaNova
LIVN
$4.34B
$26M 0.01%
408,587
+45,958
EMLC icon
1237
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.87B
$25.8M 0.01%
1,025,573
+134,659
TNK icon
1238
Teekay Tankers
TNK
$2.71B
$25.8M 0.01%
352,257
-16,287
MWA icon
1239
Mueller Water Products
MWA
$4.04B
$25.7M 0.01%
933,554
-743,490
RUSHA icon
1240
Rush Enterprises Class A
RUSHA
$5.46B
$25.6M 0.01%
387,462
-129,793
VTIP icon
1241
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.8B
$25.6M 0.01%
512,651
+23,020
IBDU icon
1242
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.92B
$25.6M 0.01%
1,099,485
+40,715
AN icon
1243
AutoNation
AN
$6.28B
$25.6M 0.01%
132,100
+14,562
FWONK icon
1244
Liberty Media Series C
FWONK
$22.4B
$25.6M 0.01%
300,706
-132,035
ESE icon
1245
ESCO Technologies
ESE
$9.07B
$25.5M 0.01%
90,725
-33,401
IBDX icon
1246
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.68B
$25.5M 0.01%
1,009,242
-773,096
FLJP icon
1247
Franklin FTSE Japan ETF
FLJP
$3.97B
$25.5M 0.01%
704,561
+334,299
EQR icon
1248
Equity Residential
EQR
$24.3B
$25.5M 0.01%
441,862
+182,983
KAI icon
1249
Kadant
KAI
$3.59B
$25.4M 0.01%
86,712
+51,686
EWY icon
1250
iShares MSCI South Korea ETF
EWY
$26.4B
$25.3M 0.01%
175,480
+137,699