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
CENX icon
2276
Century Aluminum
CENX
$4.71B
$5.91M ﹤0.01%
100,631
+3,081
APGE icon
2277
Apogee Therapeutics
APGE
$10B
$5.88M ﹤0.01%
69,888
-53,012
FMC icon
2278
FMC
FMC
$1.39B
$5.87M ﹤0.01%
340,638
+90,831
BSJS icon
2279
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$687M
$5.85M ﹤0.01%
270,106
+27,053
CMDB
2280
Costamare Bulkers Holdings
CMDB
$435M
$5.84M ﹤0.01%
+377,401
STTK icon
2281
Shattuck Labs
STTK
$522M
$5.82M ﹤0.01%
905,707
+894,207
OFG icon
2282
OFG Bancorp
OFG
$2.01B
$5.79M ﹤0.01%
142,972
-20,844
APLE icon
2283
Apple Hospitality REIT
APLE
$3.98B
$5.79M ﹤0.01%
502,076
-598,048
SON icon
2284
Sonoco
SON
$4.99B
$5.79M ﹤0.01%
106,963
-1,919
FVR
2285
FrontView REIT
FVR
$450M
$5.78M ﹤0.01%
373,680
-58,013
RHI icon
2286
Robert Half
RHI
$3B
$5.78M ﹤0.01%
227,447
-125,232
AIN icon
2287
Albany International
AIN
$2.01B
$5.77M ﹤0.01%
110,467
+6,172
HOFT icon
2288
Hooker Furnishings Corp
HOFT
$182M
$5.76M ﹤0.01%
447,145
+6,334
FTXO icon
2289
First Trust Nasdaq Bank ETF
FTXO
$304M
$5.76M ﹤0.01%
159,143
+144,546
CX icon
2290
Cemex
CX
$17.7B
$5.74M ﹤0.01%
502,176
+181,684
ETY icon
2291
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.28B
$5.73M ﹤0.01%
415,438
-7,618
FNV icon
2292
Franco-Nevada
FNV
$41.4B
$5.73M ﹤0.01%
23,134
-14,319
CMCO icon
2293
Columbus McKinnon
CMCO
$414M
$5.73M ﹤0.01%
394,153
+200,969
MTN icon
2294
Vail Resorts
MTN
$5.03B
$5.72M ﹤0.01%
44,507
+11,191
ICF icon
2295
iShares Select U.S. REIT ETF
ICF
$2.07B
$5.72M ﹤0.01%
92,316
-28,273
ENFR icon
2296
Alerian Energy Infrastructure ETF
ENFR
$468M
$5.72M ﹤0.01%
149,592
+38,751
ORA icon
2297
Ormat Technologies
ORA
$7.73B
$5.71M ﹤0.01%
51,004
-2,635
OZK icon
2298
Bank OZK
OZK
$5.5B
$5.7M ﹤0.01%
124,255
-5,127
RLI icon
2299
RLI Corp
RLI
$4.94B
$5.69M ﹤0.01%
99,727
-1,982
SRPT icon
2300
Sarepta Therapeutics
SRPT
$1.85B
$5.69M ﹤0.01%
261,310
+43,799