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
DTD icon
1676
WisdomTree US Total Dividend Fund
DTD
$1.51B
$11.8M ﹤0.01%
147,782
-4,268
CP icon
1677
Canadian Pacific Kansas City
CP
$66.7B
$11.7M ﹤0.01%
140,057
-21,446
WTS icon
1678
Watts Water Technologies
WTS
$9.98B
$11.7M ﹤0.01%
47,392
+7,870
VALE icon
1679
Vale
VALE
$68.6B
$11.7M ﹤0.01%
1,199,796
-166,125
GDS icon
1680
GDS Holdings
GDS
$8.95B
$11.6M ﹤0.01%
380,179
-72,390
ARMK icon
1681
Aramark
ARMK
$10.1B
$11.6M ﹤0.01%
277,103
-76,830
FHN icon
1682
First Horizon
FHN
$11.9B
$11.6M ﹤0.01%
545,694
-100,257
URA icon
1683
Global X Uranium ETF
URA
$7.19B
$11.6M ﹤0.01%
297,817
-70,760
COPX icon
1684
Global X Copper Miners ETF NEW
COPX
$6.33B
$11.5M ﹤0.01%
255,960
+29,596
SEE icon
1685
Sealed Air
SEE
$6.17B
$11.5M ﹤0.01%
369,655
-22,664
REZI icon
1686
Resideo Technologies
REZI
$5.13B
$11.5M ﹤0.01%
519,751
-20,841
CHRD icon
1687
Chord Energy
CHRD
$5.7B
$11.4M ﹤0.01%
118,147
+3,839
AIZ icon
1688
Assurant
AIZ
$11.9B
$11.4M ﹤0.01%
57,856
+20,051
WTFC icon
1689
Wintrust Financial
WTFC
$9.88B
$11.4M ﹤0.01%
92,095
+2,035
ALV icon
1690
Autoliv
ALV
$9.21B
$11.4M ﹤0.01%
101,885
+19,084
CYTK icon
1691
Cytokinetics
CYTK
$7.73B
$11.4M ﹤0.01%
344,966
-441,617
FMX icon
1692
Fomento Económico Mexicano
FMX
$36.1B
$11.4M ﹤0.01%
110,671
+136
INOD icon
1693
Innodata
INOD
$1.77B
$11.4M ﹤0.01%
222,374
+55,168
SHO icon
1694
Sunstone Hotel Investors
SHO
$1.67B
$11.4M ﹤0.01%
1,309,916
+1,934
AM icon
1695
Antero Midstream
AM
$8.96B
$11.3M ﹤0.01%
598,018
+168,493
SXT icon
1696
Sensient Technologies
SXT
$4.02B
$11.3M ﹤0.01%
114,793
-9,136
CADE icon
1697
Cadence Bank
CADE
$7.85B
$11.3M ﹤0.01%
351,420
+8,646
MOS icon
1698
The Mosaic Company
MOS
$8.73B
$11.2M ﹤0.01%
308,126
-105,937
ADMA icon
1699
ADMA Biologics
ADMA
$4.12B
$11.2M ﹤0.01%
617,094
-56,049
SCHE icon
1700
Schwab Emerging Markets Equity ETF
SCHE
$12B
$11.2M ﹤0.01%
372,272
+221,501