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 7.84%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MELI icon
176
Mercado Libre
MELI
$82.9B
$543M 0.12%
269,493
-24,714
TTWO icon
177
Take-Two Interactive
TTWO
$37.2B
$541M 0.12%
2,112,252
+38,778
RECS icon
178
Columbia Research Enhanced Core ETF
RECS
$4.75B
$540M 0.12%
13,217,193
+14,184
LHX icon
179
L3Harris
LHX
$65.9B
$538M 0.12%
1,831,823
+1,086,881
FTI icon
180
TechnipFMC
FTI
$26.1B
$535M 0.12%
12,011,261
-278,109
VWO icon
181
Vanguard FTSE Emerging Markets ETF
VWO
$107B
$534M 0.12%
9,980,356
+83,174
TMUS icon
182
T-Mobile US
TMUS
$230B
$533M 0.12%
2,626,472
-851,081
SYNA icon
183
Synaptics
SYNA
$2.75B
$520M 0.12%
7,021,238
+491,525
VGT icon
184
Vanguard Information Technology ETF
VGT
$106B
$517M 0.12%
686,084
-17,871
IUSB icon
185
iShares Core Universal USD Bond ETF
IUSB
$35.7B
$517M 0.12%
11,112,631
+45,985
DHR icon
186
Danaher
DHR
$134B
$510M 0.12%
2,226,496
+138,407
CRWD icon
187
CrowdStrike
CRWD
$104B
$510M 0.12%
1,088,814
+19,375
NEM icon
188
Newmont
NEM
$104B
$509M 0.12%
5,098,246
+839,500
AVDE icon
189
Avantis International Equity ETF
AVDE
$13.7B
$507M 0.11%
6,155,292
+1,223,177
PINS icon
190
Pinterest
PINS
$12B
$506M 0.11%
19,563,722
-168,364
WMB icon
191
Williams Companies
WMB
$88.5B
$505M 0.11%
8,402,625
+648,701
WIX icon
192
WIX.com
WIX
$5.16B
$504M 0.11%
4,847,324
+209,529
WELL icon
193
Welltower
WELL
$137B
$496M 0.11%
2,715,378
-56,869
AES icon
194
AES
AES
$10B
$496M 0.11%
34,569,655
-344,494
TPR icon
195
Tapestry
TPR
$28.5B
$494M 0.11%
3,865,052
+967,620
WEC icon
196
WEC Energy
WEC
$36.5B
$493M 0.11%
4,680,600
-105,814
GDDY icon
197
GoDaddy
GDDY
$11.3B
$485M 0.11%
3,908,547
+375,999
VONG icon
198
Vanguard Russell 1000 Growth ETF
VONG
$36.8B
$484M 0.11%
3,975,571
-56,191
EPAM icon
199
EPAM Systems
EPAM
$7.44B
$484M 0.11%
2,362,249
-300,594
VRT icon
200
Vertiv
VRT
$97.9B
$484M 0.11%
2,985,760
+439,312