We are live on ! Find out more
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
HII icon
1251
Huntington Ingalls Industries
HII
$10.9B
$25.2M 0.01%
66,399
+4,057
UMAC icon
1252
Unusual Machines
UMAC
$1.13B
$25.1M 0.01%
+2,021,418
XME icon
1253
State Street SPDR S&P Metals & Mining ETF
XME
$4.78B
$25M 0.01%
231,737
+107,600
OSIS icon
1254
OSI Systems
OSIS
$3.63B
$25M 0.01%
94,110
+53,992
WSO icon
1255
Watsco Inc
WSO
$16.4B
$24.9M 0.01%
68,572
+31,109
CDP icon
1256
COPT Defense Properties
CDP
$3.83B
$24.9M 0.01%
813,459
+18,121
KMX icon
1257
CarMax
KMX
$7.59B
$24.8M 0.01%
597,278
-151,263
SSD icon
1258
Simpson Manufacturing
SSD
$8.2B
$24.8M 0.01%
144,697
-129,167
DX
1259
Dynex Capital
DX
$2.78B
$24.8M 0.01%
1,945,500
+176,815
LULU icon
1260
lululemon athletica
LULU
$12B
$24.7M 0.01%
161,464
-20,678
NNN icon
1261
NNN REIT
NNN
$8.63B
$24.7M 0.01%
587,644
+85,563
WU icon
1262
Western Union
WU
$2.21B
$24.6M 0.01%
2,820,267
-106,366
WTFC icon
1263
Wintrust Financial
WTFC
$10.5B
$24.6M 0.01%
176,853
+92,507
D icon
1264
Dominion Energy
D
$60.3B
$24.6M 0.01%
396,958
+17,048
MAS icon
1265
Masco
MAS
$14.9B
$24.5M 0.01%
405,841
-31,132
EWT icon
1266
iShares MSCI Taiwan ETF
EWT
$11.6B
$24.5M 0.01%
283,233
-54,992
KRC icon
1267
Kilroy Realty
KRC
$4.29B
$24.5M 0.01%
867,254
+253,187
LECO icon
1268
Lincoln Electric
LECO
$15B
$24.4M 0.01%
98,140
-1,899
FG icon
1269
F&G Annuities & Life
FG
$3.6B
$24.4M 0.01%
963,666
+224,325
BIIB icon
1270
Biogen
BIIB
$29.4B
$24.3M 0.01%
132,603
+842
SM icon
1271
SM Energy
SM
$6.51B
$24.3M 0.01%
772,243
+229,720
RRR icon
1272
Red Rock Resorts
RRR
$3.57B
$24.2M 0.01%
454,333
+85,775
ONEQ icon
1273
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$24.2M 0.01%
285,116
+40,469
APA icon
1274
APA Corp
APA
$12B
$24.2M 0.01%
569,966
+55,064
SAIL
1275
SailPoint Inc
SAIL
$7.27B
$24.2M 0.01%
1,825,387
+137,476