We are live on ! Find out more
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
KOP icon
1876
Koppers
KOP
$842M
$10.1M ﹤0.01%
261,788
-11,418
NOMD icon
1877
Nomad Foods
NOMD
$1.4B
$10.1M ﹤0.01%
1,053,530
+12,126
HNRG icon
1878
Hallador Energy
HNRG
$888M
$10.1M ﹤0.01%
620,250
-436,734
DSL
1879
DoubleLine Income Solutions Fund
DSL
$1.23B
$10.1M ﹤0.01%
933,058
+48,263
DHT icon
1880
DHT Holdings
DHT
$3.19B
$10.1M ﹤0.01%
551,738
-134,452
NUMG icon
1881
Nuveen ESG Mid-Cap Growth ETF
NUMG
$355M
$10.1M ﹤0.01%
245,202
+14,000
PRAX icon
1882
Praxis Precision Medicines
PRAX
$8.34B
$10.1M ﹤0.01%
31,220
+8,505
IVT icon
1883
InvenTrust Properties
IVT
$2.7B
$10M ﹤0.01%
329,826
-12,841
AIR icon
1884
AAR Corp
AIR
$5.21B
$10M ﹤0.01%
91,617
-3,892
FSLR icon
1885
First Solar
FSLR
$27.7B
$10M ﹤0.01%
50,724
-5,328
AEO icon
1886
American Eagle Outfitters
AEO
$2.98B
$9.98M ﹤0.01%
597,722
+91,458
PXF icon
1887
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.82B
$9.96M ﹤0.01%
142,456
+101,937
FTMN
1888
Franklin Minnesota Municipal Income ETF
FTMN
$199M
$9.94M ﹤0.01%
1,137,438
+25,956
DJP icon
1889
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$745M
$9.92M ﹤0.01%
206,113
-10,861
OCFC icon
1890
OceanFirst Financial
OCFC
$1.05B
$9.92M ﹤0.01%
549,838
-17,146
OIH icon
1891
VanEck Oil Services ETF
OIH
$2.11B
$9.92M ﹤0.01%
24,545
+16,453
SCZ icon
1892
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.4B
$9.9M ﹤0.01%
126,252
-19,882
TDOC icon
1893
Teladoc Health
TDOC
$1.38B
$9.9M ﹤0.01%
1,815,930
+298,759
ALV icon
1894
Autoliv
ALV
$8.71B
$9.87M ﹤0.01%
93,883
-1,510
LIF
1895
Life360
LIF
$3.94B
$9.84M ﹤0.01%
241,099
+142,879
NKTR icon
1896
Nektar Therapeutics
NKTR
$2.22B
$9.84M ﹤0.01%
+136,730
SKWD icon
1897
Skyward Specialty Insurance
SKWD
$2.11B
$9.83M ﹤0.01%
225,144
-256,137
CRTO icon
1898
Criteo
CRTO
$856M
$9.83M ﹤0.01%
548,318
+12,182
IBCA
1899
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$358M
$9.83M ﹤0.01%
+383,442
WHD icon
1900
Cactus
WHD
$3.71B
$9.83M ﹤0.01%
207,437
-26,193