Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,166
New
Increased
Reduced
Closed

Top Buys

1 +$650M
2 +$468M
3 +$458M
4
CVX icon
Chevron
CVX
+$410M
5
WIX icon
WIX.com
WIX
+$392M

Top Sells

1 +$836M
2 +$727M
3 +$563M
4
AVGO icon
Broadcom
AVGO
+$549M
5
LRCX icon
Lam Research
LRCX
+$543M

Sector Composition

1 Technology 25.79%
2 Financials 11.49%
3 Industrials 8.17%
4 Healthcare 7.38%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LAUR icon
1401
Laureate Education
LAUR
$4.85B
$19.7M ﹤0.01%
623,374
-176,022
ALKT icon
1402
Alkami Technology
ALKT
$1.93B
$19.6M ﹤0.01%
791,052
-1,221,105
JXN icon
1403
Jackson Financial
JXN
$7.41B
$19.6M ﹤0.01%
193,940
-1,738
DEUS icon
1404
Xtrackers Russell US Multifactor ETF
DEUS
$218M
$19.5M ﹤0.01%
335,885
+162,410
EXTR icon
1405
Extreme Networks
EXTR
$1.92B
$19.5M ﹤0.01%
944,084
-50,006
BXSL icon
1406
Blackstone Secured Lending
BXSL
$5.53B
$19.5M ﹤0.01%
746,990
-54,470
CHD icon
1407
Church & Dwight Co
CHD
$23.7B
$19.4M ﹤0.01%
221,745
-244,026
SAM icon
1408
Boston Beer
SAM
$2.44B
$19.4M ﹤0.01%
91,909
+40,617
ING icon
1409
ING
ING
$75.9B
$19.4M ﹤0.01%
743,820
+39,203
NOVT icon
1410
Novanta
NOVT
$4.32B
$19.4M ﹤0.01%
193,379
-73,184
DIOD icon
1411
Diodes
DIOD
$2.83B
$19.4M ﹤0.01%
363,836
-38,269
HYLB icon
1412
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.66B
$19.3M ﹤0.01%
522,215
-157,518
UBSI icon
1413
United Bankshares
UBSI
$5.46B
$19.3M ﹤0.01%
518,686
-72,718
PFG icon
1414
Principal Financial Group
PFG
$18.7B
$19.3M ﹤0.01%
232,743
-11,645
CFR icon
1415
Cullen/Frost Bankers
CFR
$8.42B
$19.3M ﹤0.01%
152,644
+24,296
DV icon
1416
DoubleVerify
DV
$1.68B
$19.3M ﹤0.01%
1,608,778
-117,579
CUBE icon
1417
CubeSmart
CUBE
$8.68B
$19.2M ﹤0.01%
509,848
-93,528
FDD icon
1418
First Trust STOXX European Select Dividend Income Fund
FDD
$809M
$19.2M ﹤0.01%
1,191,190
+541,016
CSL icon
1419
Carlisle Companies
CSL
$14B
$19.2M ﹤0.01%
58,458
-8,422
FXO icon
1420
First Trust Financials AlphaDEX Fund
FXO
$1.1B
$19.2M ﹤0.01%
323,795
-5,188
GH icon
1421
Guardant Health
GH
$11.1B
$19.2M ﹤0.01%
307,481
-187,391
BNS icon
1422
Scotiabank
BNS
$86.2B
$19.2M ﹤0.01%
287,352
-3,226
TRI icon
1423
Thomson Reuters
TRI
$44.6B
$19.2M ﹤0.01%
122,355
+2,537
CNO icon
1424
CNO Financial Group
CNO
$3.74B
$19.1M ﹤0.01%
483,394
-124,265
HIMU
1425
iShares High Yield Muni Active ETF
HIMU
$2.59B
$19M ﹤0.01%
385,541
+173,456