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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
AMKR icon
2051
Amkor Technology
AMKR
$21.5B
$7.98M ﹤0.01%
177,271
-38,450
BMO icon
2052
Bank of Montreal
BMO
$122B
$7.98M ﹤0.01%
50,792
+6,107
APAM icon
2053
Artisan Partners
APAM
$2.5B
$7.98M ﹤0.01%
219,317
+54,363
SSRM icon
2054
SSR Mining
SSRM
$6.12B
$7.98M ﹤0.01%
271,424
+21,404
TDS icon
2055
Telephone and Data Systems
TDS
$4.42B
$7.98M ﹤0.01%
189,538
-7,795
ACI icon
2056
Albertsons Companies
ACI
$6.95B
$7.97M ﹤0.01%
467,979
-24,862
FSK icon
2057
FS KKR Capital
FSK
$2.86B
$7.96M ﹤0.01%
782,337
-182,953
WTAI icon
2058
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$638M
$7.96M ﹤0.01%
282,040
+5,295
TXNM
2059
TXNM Energy Inc
TXNM
$6.36B
$7.96M ﹤0.01%
136,113
+1,189
ABR icon
2060
Arbor Realty Trust
ABR
$979M
$7.92M ﹤0.01%
1,027,499
-373,393
EWG icon
2061
iShares MSCI Germany ETF
EWG
$1.55B
$7.92M ﹤0.01%
199,586
-632,191
ZUMZ icon
2062
Zumiez
ZUMZ
$308M
$7.91M ﹤0.01%
357,124
-9,839
BTU icon
2063
Peabody Energy
BTU
$2.94B
$7.91M ﹤0.01%
240,141
+13,460
VIRT icon
2064
Virtu Financial
VIRT
$5.48B
$7.91M ﹤0.01%
179,910
+5,644
GHC icon
2065
Graham Holdings Company
GHC
$4.92B
$7.91M ﹤0.01%
7,482
-862
AP icon
2066
Ampco-Pittsburgh
AP
$204M
$7.88M ﹤0.01%
1,173,024
+10,579
BC icon
2067
Brunswick
BC
$5.29B
$7.85M ﹤0.01%
107,904
+7,051
GME icon
2068
GameStop
GME
$9.49B
$7.82M ﹤0.01%
339,340
-5,451
ROBO icon
2069
ROBO Global Robotics & Automation Index ETF
ROBO
$1.98B
$7.82M ﹤0.01%
114,135
-30,587
EWX icon
2070
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$733M
$7.8M ﹤0.01%
117,870
+11,445
EZA icon
2071
iShares MSCI South Africa ETF
EZA
$622M
$7.79M ﹤0.01%
54,241
-45,799
MDU icon
2072
MDU Resources
MDU
$4.52B
$7.79M ﹤0.01%
375,736
-67,224
IPGP icon
2073
IPG Photonics
IPGP
$4.62B
$7.79M ﹤0.01%
67,945
+3,383
CDC icon
2074
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$713M
$7.78M ﹤0.01%
108,905
-6,944
NJR icon
2075
New Jersey Resources
NJR
$5.66B
$7.78M ﹤0.01%
141,490
-7,315