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
CGGR icon
1926
Capital Group Growth ETF
CGGR
$24B
$9.47M ﹤0.01%
235,553
-32,628
POWL icon
1927
Powell Industries
POWL
$10.7B
$9.44M ﹤0.01%
52,365
-1,551
SLM icon
1928
SLM Corp
SLM
$4.4B
$9.44M ﹤0.01%
440,940
-226,689
ITGR icon
1929
Integer Holdings
ITGR
$3.05B
$9.37M ﹤0.01%
106,501
-62,036
EFX icon
1930
Equifax
EFX
$18.3B
$9.37M ﹤0.01%
52,057
-1,881
SR icon
1931
Spire
SR
$4.61B
$9.35M ﹤0.01%
103,272
+1,608
ULS icon
1932
UL Solutions
ULS
$18.4B
$9.34M ﹤0.01%
108,935
-26,620
TW icon
1933
Tradeweb Markets
TW
$21.4B
$9.33M ﹤0.01%
79,306
-71,017
BKH icon
1934
Black Hills Corp
BKH
$5.6B
$9.3M ﹤0.01%
133,983
+15,242
GNR icon
1935
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.54B
$9.28M ﹤0.01%
124,282
-18,088
BDC icon
1936
Belden
BDC
$4.64B
$9.27M ﹤0.01%
80,685
-7,310
EXI icon
1937
iShares Global Industrials ETF
EXI
$1.41B
$9.25M ﹤0.01%
51,104
+9,038
ABVX
1938
Abivax
ABVX
$7.97B
$9.25M ﹤0.01%
83,031
+15,366
HELE icon
1939
Helen of Troy
HELE
$610M
$9.23M ﹤0.01%
640,356
-144,512
BL icon
1940
BlackLine
BL
$1.53B
$9.22M ﹤0.01%
249,288
-63,309
ABG icon
1941
Asbury Automotive
ABG
$3.7B
$9.21M ﹤0.01%
47,156
-4,614
FNB icon
1942
FNB Corp
FNB
$6.64B
$9.21M ﹤0.01%
550,660
-13,759
XSOE icon
1943
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.2B
$9.19M ﹤0.01%
229,149
-701
NBHC icon
1944
National Bank Holdings
NBHC
$1.94B
$9.19M ﹤0.01%
234,639
+90,952
VLY icon
1945
Valley National Bancorp
VLY
$7.91B
$9.19M ﹤0.01%
747,684
-253,158
NEU icon
1946
NewMarket
NEU
$7.17B
$9.15M ﹤0.01%
14,267
-582
GSM icon
1947
FerroAtlántica
GSM
$693M
$9.13M ﹤0.01%
2,216,942
-10,642
SLVP icon
1948
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$842M
$9.12M ﹤0.01%
257,434
+120,061
ALRS icon
1949
Alerus Financial
ALRS
$759M
$9.1M ﹤0.01%
383,940
+4,400
ARES.PRB
1950
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.18B
$9.1M ﹤0.01%
246,444
-490,076