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
MAIN icon
2176
Main Street Capital
MAIN
$4.64B
$6.74M ﹤0.01%
126,948
-26,641
NUSC icon
2177
Nuveen ESG Small-Cap ETF
NUSC
$1.25B
$6.73M ﹤0.01%
149,425
-2,931
YMM icon
2178
Full Truck Alliance
YMM
$7.92B
$6.73M ﹤0.01%
810,691
+135,561
FENY icon
2179
Fidelity MSCI Energy Index ETF
FENY
$1.84B
$6.71M ﹤0.01%
197,000
+892
OLN icon
2180
Olin
OLN
$2.46B
$6.7M ﹤0.01%
225,438
+38,307
MARA icon
2181
Marathon Digital Holdings
MARA
$5.68B
$6.7M ﹤0.01%
821,275
+69,067
DBP icon
2182
Invesco DB Precious Metals Fund
DBP
$244M
$6.7M ﹤0.01%
60,779
+16,840
QQQE icon
2183
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.37B
$6.7M ﹤0.01%
67,943
+5,164
CM icon
2184
Canadian Imperial Bank of Commerce
CM
$105B
$6.68M ﹤0.01%
53,916
+31,505
FROG icon
2185
JFrog
FROG
$9.58B
$6.67M ﹤0.01%
142,190
-126,695
VCEL icon
2186
Vericel Corp
VCEL
$2.07B
$6.67M ﹤0.01%
207,335
-40,981
SPAB icon
2187
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.64B
$6.67M ﹤0.01%
260,177
+18,491
CCC
2188
CCC Intelligent Solutions
CCC
$2.54B
$6.66M ﹤0.01%
1,110,186
-3,582,769
TWIN icon
2189
Twin Disc
TWIN
$323M
$6.66M ﹤0.01%
441,731
-3,922
FBIN icon
2190
Fortune Brands Innovations
FBIN
$4.89B
$6.65M ﹤0.01%
170,548
-13,730
TTD icon
2191
Trade Desk
TTD
$8.52B
$6.64M ﹤0.01%
292,676
-46,304
SNDX icon
2192
Syndax Pharmaceuticals
SNDX
$1.74B
$6.64M ﹤0.01%
284,245
+1,658
UNF icon
2193
Unifirst Corp
UNF
$4.72B
$6.64M ﹤0.01%
26,388
-79,152
SERV
2194
Serve Robotics
SERV
$551M
$6.63M ﹤0.01%
+786,046
EQNR icon
2195
Equinor
EQNR
$81.2B
$6.63M ﹤0.01%
157,156
+92,628
WSFS icon
2196
WSFS Financial
WSFS
$3.95B
$6.63M ﹤0.01%
101,307
-6,799
VG
2197
Venture Global Inc
VG
$27.7B
$6.63M ﹤0.01%
420,472
+390,090
ASH icon
2198
Ashland
ASH
$2.95B
$6.59M ﹤0.01%
118,534
+14,063
RBRK icon
2199
Rubrik
RBRK
$15.3B
$6.59M ﹤0.01%
134,522
-6,715
SAIC icon
2200
Saic
SAIC
$4.42B
$6.58M ﹤0.01%
69,273
+2,599