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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
MTG icon
1276
MGIC Investment
MTG
$5.55B
$24.1M 0.01%
919,334
+9,925
NAMS icon
1277
NewAmsterdam Pharma
NAMS
$3.59B
$24.1M 0.01%
753,054
+600,785
SRVR icon
1278
Pacer Data & Infrastructure Real Estate ETF
SRVR
$399M
$24.1M 0.01%
771,020
-518,637
MIR icon
1279
Mirion Technologies
MIR
$4.56B
$24M 0.01%
1,289,690
-1,046,620
CVLC icon
1280
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$854M
$24M 0.01%
299,244
-16,177
FLGB icon
1281
Franklin FTSE United Kingdom ETF
FLGB
$861M
$24M 0.01%
689,089
+199,666
FDD icon
1282
First Trust STOXX European Select Dividend Income Fund
FDD
$871M
$23.9M 0.01%
1,344,728
+200,115
HTH icon
1283
Hilltop Holdings
HTH
$2.23B
$23.9M 0.01%
667,994
-75,952
CVNA icon
1284
Carvana
CVNA
$47.8B
$23.9M 0.01%
381,895
-162,570
URBN icon
1285
Urban Outfitters
URBN
$6.24B
$23.9M 0.01%
376,905
+14,612
WHR.PRA
1286
Whirlpool Corp 8.50% Series A Preferred Stock
WHR.PRA
$23.9M 0.01%
+583,052
COPX icon
1287
Global X Copper Miners ETF NEW
COPX
$7.86B
$23.8M 0.01%
312,276
-53,142
EXP icon
1288
Eagle Materials
EXP
$6.86B
$23.8M 0.01%
125,803
-17,308
RWR icon
1289
State Street SPDR Dow Jones REIT ETF
RWR
$1.82B
$23.8M 0.01%
237,069
+16,908
TREE icon
1290
LendingTree
TREE
$509M
$23.8M 0.01%
554,716
+50,482
RRC icon
1291
Range Resources
RRC
$8.66B
$23.7M 0.01%
524,153
-348,959
OUT icon
1292
Outfront Media
OUT
$5.45B
$23.7M 0.01%
892,586
+444
CSV icon
1293
Carriage Services
CSV
$606M
$23.6M 0.01%
516,061
+34,491
GVI icon
1294
iShares Intermediate Government/Credit Bond ETF
GVI
$3.74B
$23.5M 0.01%
220,147
+155,012
MDYG icon
1295
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$3B
$23.4M 0.01%
244,786
-15,332
COLB icon
1296
Columbia Banking Systems
COLB
$8.93B
$23.4M 0.01%
853,602
-83,839
NP
1297
Neptune Insurance Holdings
NP
$4B
$23.4M 0.01%
965,340
+228,078
PFSI icon
1298
PennyMac Financial
PFSI
$4.16B
$23.3M 0.01%
266,600
-80,171
UNM icon
1299
Unum
UNM
$14.5B
$23.3M 0.01%
318,791
-6,065
SKT icon
1300
Tanger
SKT
$4.52B
$23.3M 0.01%
684,434
-235,197