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
ATMU icon
1551
Atmus Filtration Technologies
ATMU
$4.6B
$15.8M ﹤0.01%
350,808
-16,540
TDW icon
1552
Tidewater
TDW
$3.76B
$15.8M ﹤0.01%
296,515
-62,048
TTC icon
1553
Toro Company
TTC
$9.32B
$15.8M ﹤0.01%
207,430
+21,112
PPC icon
1554
Pilgrim's Pride
PPC
$8.62B
$15.8M ﹤0.01%
387,871
-85,271
ARE icon
1555
Alexandria Real Estate Equities
ARE
$8.49B
$15.6M ﹤0.01%
187,401
+87,188
SJM icon
1556
J.M. Smucker
SJM
$11.4B
$15.6M ﹤0.01%
143,387
-273,836
KRG icon
1557
Kite Realty
KRG
$5.2B
$15.6M ﹤0.01%
768,742
-89,426
TPH icon
1558
Tri Pointe Homes
TPH
$3.95B
$15.6M ﹤0.01%
457,851
+6,052
ILF icon
1559
iShares Latin America 40 ETF
ILF
$4.02B
$15.5M ﹤0.01%
534,256
-22,249
BST icon
1560
BlackRock Science and Technology Trust
BST
$1.34B
$15.5M ﹤0.01%
374,870
-59,204
OVV icon
1561
Ovintiv
OVV
$15.6B
$15.5M ﹤0.01%
383,828
+16,744
WKC icon
1562
World Kinect Corp
WKC
$1.17B
$15.5M ﹤0.01%
596,820
-135,895
CBT icon
1563
Cabot Corp
CBT
$3.61B
$15.5M ﹤0.01%
203,628
-23,038
NEOG icon
1564
Neogen
NEOG
$1.94B
$15.5M ﹤0.01%
2,711,870
-367,253
AVUS icon
1565
Avantis US Equity ETF
AVUS
$10.8B
$15.5M ﹤0.01%
142,429
+31,410
CMA
1566
DELISTED
Comerica
CMA
$15.4M ﹤0.01%
224,289
-13,187
SBRA icon
1567
Sabra Healthcare REIT
SBRA
$5.24B
$15.4M ﹤0.01%
827,551
-50,359
RSPN icon
1568
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$866M
$15.4M ﹤0.01%
275,182
+2,843
EPI icon
1569
WisdomTree India Earnings Fund ETF
EPI
$2.46B
$15.4M ﹤0.01%
348,934
-110,627
COKE icon
1570
Coca-Cola Consolidated
COKE
$14.2B
$15.4M ﹤0.01%
131,396
-148,427
LNT icon
1571
Alliant Energy
LNT
$18.7B
$15.4M ﹤0.01%
227,826
-23,241
CADE
1572
DELISTED
Cadence Bank
CADE
$15.4M ﹤0.01%
408,335
+56,915
PTON icon
1573
Peloton Interactive
PTON
$1.59B
$15.4M ﹤0.01%
1,705,661
+1,676,021
GNRC icon
1574
Generac Holdings
GNRC
$11.8B
$15.3M ﹤0.01%
91,660
-28,433
IBB icon
1575
iShares Biotechnology ETF
IBB
$8.19B
$15.3M ﹤0.01%
106,256
+2,112