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Ameriprise

Ameriprise Portfolio holdings

AUM $431B
1-Year Est. Return 30.59%
 

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
+30.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431B
AUM Growth
-$11.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$707M
2 +$684M
3 +$655M
4
EOG icon
EOG Resources
EOG
+$556M
5
AVGO icon
Broadcom
AVGO
+$511M

Top Sells

1 +$1.1B
2 +$870M
3 +$845M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$809M
5
AZN icon
AstraZeneca
AZN
+$770M

Sector Composition

1 Technology 23.93%
2 Financials 10.24%
3 Industrials 8.47%
4 Healthcare 8%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ALGM icon
1801
Allegro MicroSystems
ALGM
$11.5B
$11.3M ﹤0.01%
359,282
-14,208
APOG icon
1802
Apogee Enterprises
APOG
$881M
$11.3M ﹤0.01%
337,483
+193,316
ICLR icon
1803
Icon
ICLR
$10.8B
$11.3M ﹤0.01%
102,237
-81,863
GLRE icon
1804
Greenlight Captial
GLRE
$533M
$11.3M ﹤0.01%
654,277
+4,001
SGOL icon
1805
abrdn Physical Gold Shares ETF
SGOL
$7.15B
$11.3M ﹤0.01%
251,613
-103,469
WTS icon
1806
Watts Water Technologies
WTS
$11.5B
$11.3M ﹤0.01%
38,854
-1,532
CELC icon
1807
Celcuity
CELC
$4.28B
$11.3M ﹤0.01%
98,716
-24,535
SEE
1808
DELISTED
Sealed Air
SEE
$11.3M ﹤0.01%
267,923
-55,330
HOLA
1809
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$281M
$11.2M ﹤0.01%
213,771
+14,495
IRT icon
1810
Independence Realty Trust
IRT
$3.77B
$11.2M ﹤0.01%
754,932
+216,267
ICFI icon
1811
ICF International
ICFI
$1.2B
$11.2M ﹤0.01%
171,636
+152,280
BOTZ icon
1812
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.55B
$11.2M ﹤0.01%
334,211
-212,358
IDU icon
1813
iShares US Utilities ETF
IDU
$1.38B
$11.2M ﹤0.01%
96,069
+8,084
GO icon
1814
Grocery Outlet
GO
$926M
$11.2M ﹤0.01%
1,582,070
+361,726
ENPH icon
1815
Enphase Energy
ENPH
$6.91B
$11.2M ﹤0.01%
294,918
-2,080
BBCA icon
1816
JPMorgan BetaBuilders Canada ETF
BBCA
$10.5B
$11.1M ﹤0.01%
118,420
-89,059
FHN icon
1817
First Horizon
FHN
$11.8B
$11.1M ﹤0.01%
488,343
-18,606
EELV icon
1818
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$427M
$11.1M ﹤0.01%
395,544
+179,506
PLXS icon
1819
Plexus
PLXS
$8.03B
$11.1M ﹤0.01%
54,822
-717
XP icon
1820
XP
XP
$7.91B
$11.1M ﹤0.01%
581,867
+34,387
ALSN icon
1821
Allison Transmission
ALSN
$9.88B
$11M ﹤0.01%
94,073
+12,715
TD icon
1822
Toronto Dominion Bank
TD
$197B
$11M ﹤0.01%
92,956
+35,743
AIA icon
1823
iShares Asia 50 ETF
AIA
$5.5B
$11M ﹤0.01%
103,659
-22,958
BZ icon
1824
Kanzhun
BZ
$5.98B
$11M ﹤0.01%
820,214
+747,705
BSCT icon
1825
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.83B
$11M ﹤0.01%
588,463
+47,049