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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
ARR
1401
Armour Residential REIT
ARR
$2.05B
$19.9M ﹤0.01%
1,192,572
+40,889
BAH icon
1402
Booz Allen Hamilton
BAH
$7.6B
$19.9M ﹤0.01%
254,930
-18,843
MIAX
1403
Miami International Holdings
MIAX
$3.48B
$19.8M ﹤0.01%
509,452
+61,914
MP icon
1404
MP Materials
MP
$10.7B
$19.8M ﹤0.01%
410,814
+43,264
BFAM icon
1405
Bright Horizons
BFAM
$3.37B
$19.8M ﹤0.01%
241,301
-31,823
RDN icon
1406
Radian Group
RDN
$4.67B
$19.8M ﹤0.01%
598,779
+4,817
IGHG icon
1407
ProShares Investment Grade-Interest Rate Hedged
IGHG
$319M
$19.8M ﹤0.01%
254,825
+20,347
BUI icon
1408
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$689M
$19.7M ﹤0.01%
748,564
+3,687
VSNT
1409
Versant Media Group
VSNT
$5.45B
$19.7M ﹤0.01%
+533,342
IYE icon
1410
iShares US Energy ETF
IYE
$1.58B
$19.7M ﹤0.01%
304,111
-51,911
REGL icon
1411
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.72B
$19.7M ﹤0.01%
227,899
+12,455
ZION icon
1412
Zions Bancorporation
ZION
$9.87B
$19.7M ﹤0.01%
341,253
-13,908
SCL icon
1413
Stepan Co
SCL
$1.22B
$19.7M ﹤0.01%
393,269
+349,294
CCS icon
1414
Century Communities
CCS
$1.8B
$19.7M ﹤0.01%
342,517
+1,292
CBSH icon
1415
Commerce Bancshares
CBSH
$8.03B
$19.6M ﹤0.01%
399,190
+7,648
HYLB icon
1416
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.49B
$19.6M ﹤0.01%
542,402
+30,523
JSMD icon
1417
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.09B
$19.6M ﹤0.01%
247,440
+176,961
COLD icon
1418
Americold
COLD
$3.99B
$19.6M ﹤0.01%
1,708,390
-365,201
UAMY icon
1419
United States Antimony
UAMY
$1.16B
$19.6M ﹤0.01%
+2,239,801
REZI icon
1420
Resideo Technologies
REZI
$4.71B
$19.5M ﹤0.01%
578,606
-37,746
CART icon
1421
Maplebear
CART
$10.4B
$19.5M ﹤0.01%
520,590
+1,013
IBB icon
1422
iShares Biotechnology ETF
IBB
$8.27B
$19.4M ﹤0.01%
115,088
-488
IT icon
1423
Gartner
IT
$8.42B
$19.4M ﹤0.01%
122,430
+23,571
RYLD icon
1424
Global X Russell 2000 Covered Call ETF
RYLD
$1.35B
$19.4M ﹤0.01%
1,296,139
+179,927
OPLN
1425
Openlane
OPLN
$4.08B
$19.4M ﹤0.01%
664,535
+436,382