Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,139
New
Increased
Reduced
Closed

Top Buys

1 +$646M
2 +$598M
3 +$538M
4
MO icon
Altria Group
MO
+$367M
5
SNPS icon
Synopsys
SNPS
+$300M

Top Sells

1 +$580M
2 +$488M
3 +$368M
4
TT icon
Trane Technologies
TT
+$280M
5
DBX icon
Dropbox
DBX
+$268M

Sector Composition

1 Technology 25.1%
2 Financials 11.83%
3 Industrials 8.15%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
THR icon
1501
Thermon Group Holdings
THR
$1.49B
$15.4M ﹤0.01%
548,001
+1,029
WNC icon
1502
Wabash National
WNC
$410M
$15.4M ﹤0.01%
1,445,635
+59,054
STAG icon
1503
STAG Industrial
STAG
$7B
$15.4M ﹤0.01%
423,478
+20,516
SANM icon
1504
Sanmina
SANM
$7.74B
$15.3M ﹤0.01%
156,432
-7,143
SLP icon
1505
Simulations Plus
SLP
$340M
$15.3M ﹤0.01%
875,447
+176,747
PFFD icon
1506
Global X US Preferred ETF
PFFD
$2.25B
$15.2M ﹤0.01%
813,408
+63,029
LNT icon
1507
Alliant Energy
LNT
$16.9B
$15.2M ﹤0.01%
251,067
-7,646
BBJP icon
1508
JPMorgan BetaBuilders Japan ETF
BBJP
$14.9B
$15.1M ﹤0.01%
244,426
-36,744
FLYW icon
1509
Flywire
FLYW
$1.54B
$15.1M ﹤0.01%
1,289,540
+1,046,544
GUNR icon
1510
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.56B
$15.1M ﹤0.01%
375,879
-28,205
NGG icon
1511
National Grid
NGG
$84.7B
$15.1M ﹤0.01%
205,439
-37,556
LXP icon
1512
LXP Industrial Trust
LXP
$2.93B
$15M ﹤0.01%
394,071
+27,058
CCS icon
1513
Century Communities
CCS
$1.83B
$15M ﹤0.01%
266,955
-1,146
EPC icon
1514
Edgewell Personal Care
EPC
$909M
$15M ﹤0.01%
641,647
-378,521
DOCS icon
1515
Doximity
DOCS
$7.05B
$15M ﹤0.01%
243,882
-127,406
ALHC icon
1516
Alignment Healthcare
ALHC
$4.51B
$14.9M ﹤0.01%
1,067,256
-271,055
ARR
1517
Armour Residential REIT
ARR
$1.95B
$14.9M ﹤0.01%
888,295
-58,093
NTB icon
1518
Bank of N.T. Butterfield & Son
NTB
$2.13B
$14.9M ﹤0.01%
336,885
-54,201
ICLR icon
1519
Icon
ICLR
$13.8B
$14.9M ﹤0.01%
102,487
-138,189
BBCA icon
1520
JPMorgan BetaBuilders Canada ETF
BBCA
$9.57B
$14.9M ﹤0.01%
184,617
+14,167
VLU icon
1521
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$597M
$14.9M ﹤0.01%
77,268
-6,670
SPT icon
1522
Sprout Social
SPT
$536M
$14.8M ﹤0.01%
708,686
+142,157
ATRO icon
1523
Astronics
ATRO
$2.7B
$14.8M ﹤0.01%
442,324
+34,230
PLUS icon
1524
ePlus
PLUS
$2.27B
$14.8M ﹤0.01%
204,857
+118,874
LSTR icon
1525
Landstar System
LSTR
$5.09B
$14.7M ﹤0.01%
106,147
-81,824