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
$442B
AUM Growth
+$7.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,220
New
Increased
Reduced
Closed

Top Buys

1 +$977M
2 +$429M
3 +$420M
4
TXN icon
Texas Instruments
TXN
+$420M
5
GD icon
General Dynamics
GD
+$358M

Top Sells

1 +$863M
2 +$765M
3 +$556M
4
META icon
Meta Platforms (Facebook)
META
+$535M
5
AMAT icon
Applied Materials
AMAT
+$534M

Sector Composition

1 Technology 25.48%
2 Financials 11.46%
3 Healthcare 7.99%
4 Industrials 7.85%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HL icon
1576
Hecla Mining
HL
$12B
$15.8M ﹤0.01%
825,003
-426,519
EXTR icon
1577
Extreme Networks
EXTR
$2.04B
$15.7M ﹤0.01%
943,419
-665
DBAW icon
1578
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
$228M
$15.7M ﹤0.01%
380,324
-722
UHS icon
1579
Universal Health Services
UHS
$11.5B
$15.7M ﹤0.01%
71,806
-32,511
EVRG icon
1580
Evergy
EVRG
$18.5B
$15.6M ﹤0.01%
215,467
-2,039
CHD icon
1581
Church & Dwight Co
CHD
$22.4B
$15.6M ﹤0.01%
185,802
-35,943
SVV icon
1582
Savers
SVV
$1.2B
$15.6M ﹤0.01%
1,668,287
-577,122
SKYW icon
1583
Skywest
SKYW
$3.72B
$15.6M ﹤0.01%
155,111
-5,187
CRSP icon
1584
CRISPR Therapeutics
CRSP
$4.5B
$15.6M ﹤0.01%
297,244
-14,619
KRUS icon
1585
Kura Sushi USA
KRUS
$775M
$15.6M ﹤0.01%
297,328
+128,429
IBDY icon
1586
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.05B
$15.5M ﹤0.01%
593,668
+39,733
FXL icon
1587
First Trust Technology AlphaDEX Fund
FXL
$1.33B
$15.5M ﹤0.01%
91,910
+4,030
WTRG icon
1588
Essential Utilities
WTRG
$11.3B
$15.5M ﹤0.01%
402,165
+3,585
CRWV
1589
CoreWeave Inc
CRWV
$44.2B
$15.5M ﹤0.01%
214,331
-138,547
GDXJ icon
1590
VanEck Junior Gold Miners ETF
GDXJ
$8.54B
$15.4M ﹤0.01%
135,722
-7,003
IEUR icon
1591
iShares Core MSCI Europe ETF
IEUR
$8.27B
$15.4M ﹤0.01%
217,458
-36,294
Q
1592
Qnity Electronics Inc
Q
$24.9B
$15.4M ﹤0.01%
+188,966
VTWG icon
1593
Vanguard Russell 2000 Growth ETF
VTWG
$1.19B
$15.4M ﹤0.01%
65,314
+487
CADE
1594
DELISTED
Cadence Bank
CADE
$15.4M ﹤0.01%
359,022
-49,313
GLXY
1595
Galaxy Digital Inc
GLXY
$4.1B
$15.3M ﹤0.01%
684,663
+602,171
DKS icon
1596
Dick's Sporting Goods
DKS
$17.5B
$15.3M ﹤0.01%
77,181
-35,210
ALKT icon
1597
Alkami Technology
ALKT
$1.72B
$15.2M ﹤0.01%
660,581
-130,471
CDTX
1598
DELISTED
Cidara Therapeutics
CDTX
$15.2M ﹤0.01%
68,986
+10,500
BW icon
1599
Babcock & Wilcox
BW
$1.93B
$15.2M ﹤0.01%
+2,401,641
WGS icon
1600
GeneDx Holdings
WGS
$2.02B
$15.2M ﹤0.01%
117,057
-66,010