Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

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 Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,166
New
Increased
Reduced
Closed

Top Buys

1 +$734M
2 +$527M
3 +$523M
4
WIX icon
WIX.com
WIX
+$463M
5
CVX icon
Chevron
CVX
+$411M

Top Sells

1 +$1.32B
2 +$849M
3 +$686M
4
AVGO icon
Broadcom
AVGO
+$591M
5
ACN icon
Accenture
ACN
+$532M

Sector Composition

1 Technology 25.79%
2 Financials 11.49%
3 Industrials 8.16%
4 Healthcare 7.38%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.3T
$18B 4.13%
96,375,472
-2,675,300
MSFT icon
2
Microsoft
MSFT
$3.66T
$17B 3.91%
32,839,230
-1,639,454
AAPL icon
3
Apple
AAPL
$4.12T
$11.9B 2.74%
46,731,089
+2,069,620
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.86T
$9.23B 2.12%
37,972,683
-479,427
AVGO icon
5
Broadcom
AVGO
$1.9T
$8.32B 1.91%
25,199,933
-1,790,992
AMZN icon
6
Amazon
AMZN
$2.49T
$7.84B 1.8%
35,745,756
-1,236,012
JPM icon
7
JPMorgan Chase
JPM
$852B
$6.61B 1.52%
20,952,251
-954,757
META icon
8
Meta Platforms (Facebook)
META
$1.63T
$6.31B 1.45%
8,597,237
-245,712
IVV icon
9
iShares Core S&P 500 ETF
IVV
$730B
$5.3B 1.22%
7,918,929
+787
V icon
10
Visa
V
$645B
$4.48B 1.03%
13,114,674
+530,995
LRCX icon
11
Lam Research
LRCX
$196B
$3.39B 0.78%
25,315,029
-5,125,168
BAC icon
12
Bank of America
BAC
$392B
$3.38B 0.78%
65,425,698
+3,993,423
GOOG icon
13
Alphabet (Google) Class C
GOOG
$3.86T
$3.15B 0.72%
12,918,830
-925,966
WMT icon
14
Walmart
WMT
$881B
$3.12B 0.72%
30,291,886
-1,681,443
VOO icon
15
Vanguard S&P 500 ETF
VOO
$802B
$3.05B 0.7%
4,968,898
-344,341
CVX icon
16
Chevron
CVX
$302B
$2.77B 0.64%
17,828,843
+2,644,122
XOM icon
17
Exxon Mobil
XOM
$489B
$2.69B 0.62%
23,873,748
-2,304,295
AMAT icon
18
Applied Materials
AMAT
$201B
$2.56B 0.59%
12,520,114
+3,583,751
BE icon
19
Bloom Energy
BE
$25.8B
$2.51B 0.58%
29,647,240
-15,658,879
QQQ icon
20
Invesco QQQ Trust
QQQ
$406B
$2.48B 0.57%
4,126,201
-321,881
JNJ icon
21
Johnson & Johnson
JNJ
$499B
$2.44B 0.56%
13,174,311
-25,807
MA icon
22
Mastercard
MA
$494B
$2.41B 0.55%
4,235,399
-23,944
PG icon
23
Procter & Gamble
PG
$346B
$2.33B 0.53%
15,132,751
-749,008
WFC icon
24
Wells Fargo
WFC
$269B
$2.28B 0.52%
27,205,943
-712,023
MS icon
25
Morgan Stanley
MS
$270B
$2.27B 0.52%
14,260,650
+822,120