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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
IREN icon
2301
Iris Energy
IREN
$19.7B
$5.68M ﹤0.01%
165,724
+10,103
HLIT icon
2302
Harmonic Inc
HLIT
$1.6B
$5.68M ﹤0.01%
632,238
-36,699
S icon
2303
SentinelOne
S
$5.07B
$5.66M ﹤0.01%
439,912
+161,501
SABS icon
2304
SAB Biotherapeutics
SABS
$300M
$5.65M ﹤0.01%
1,476,106
+1,192,461
GOLF icon
2305
Acushnet Holdings
GOLF
$6.27B
$5.64M ﹤0.01%
60,377
-3,268
MKC icon
2306
McCormick & Company Non-Voting
MKC
$12.7B
$5.63M ﹤0.01%
111,605
-8,485
INSW icon
2307
International Seaways
INSW
$4.4B
$5.61M ﹤0.01%
77,000
-12,568
JEPI icon
2308
JPMorgan Equity Premium Income ETF
JEPI
$44.1B
$5.61M ﹤0.01%
98,932
+27,124
FSUN
2309
FirstSun Capital Bancorp
FSUN
$1.71B
$5.61M ﹤0.01%
153,732
-4,013
IGR
2310
CBRE Global Real Estate Income Fund
IGR
$677M
$5.6M ﹤0.01%
1,275,264
+36,012
SQM icon
2311
Sociedad Química y Minera de Chile
SQM
$22B
$5.56M ﹤0.01%
68,732
-11,981
TYRA icon
2312
Tyra Biosciences
TYRA
$1.82B
$5.55M ﹤0.01%
144,900
+90,275
RSPH icon
2313
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$703M
$5.55M ﹤0.01%
183,723
+38,436
CDXS icon
2314
Codexis
CDXS
$218M
$5.54M ﹤0.01%
3,400,496
-393,078
FIBK icon
2315
First Interstate BancSystem
FIBK
$3.59B
$5.53M ﹤0.01%
165,641
-40,903
CNK icon
2316
Cinemark Holdings
CNK
$3.94B
$5.52M ﹤0.01%
193,696
-6,546
GTY
2317
Getty Realty Corp
GTY
$2.02B
$5.52M ﹤0.01%
173,309
+46,962
SFNC icon
2318
Simmons First National
SFNC
$3.23B
$5.51M ﹤0.01%
283,220
-43,311
CLSK icon
2319
CleanSpark
CLSK
$4.51B
$5.5M ﹤0.01%
646,857
-14,567
IEO icon
2320
iShares US Oil & Gas Exploration & Production ETF
IEO
$516M
$5.5M ﹤0.01%
44,027
-9,048
ZD icon
2321
Ziff Davis
ZD
$1.67B
$5.5M ﹤0.01%
130,983
+4,997
AZTA icon
2322
Azenta
AZTA
$1.02B
$5.48M ﹤0.01%
259,251
-359,438
CPK icon
2323
Chesapeake Utilities
CPK
$2.94B
$5.47M ﹤0.01%
43,248
+244
PZZA icon
2324
Papa John's
PZZA
$1.15B
$5.46M ﹤0.01%
168,357
-24,764
EYPT icon
2325
EyePoint Inc
EYPT
$1.17B
$5.46M ﹤0.01%
423,262
+209,961