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
BND icon
226
Vanguard Total Bond Market
BND
$144B
$407M 0.09%
5,481,531
+58,970
ICE icon
227
Intercontinental Exchange
ICE
$91.7B
$407M 0.09%
2,416,506
-141,120
HLT icon
228
Hilton Worldwide
HLT
$68.1B
$406M 0.09%
1,566,667
-96,452
RWL icon
229
Invesco S&P 500 Revenue ETF
RWL
$7.15B
$403M 0.09%
3,644,674
-39,495
EPAM icon
230
EPAM Systems
EPAM
$11.3B
$402M 0.09%
2,662,843
+596,760
GEV icon
231
GE Vernova
GEV
$167B
$398M 0.09%
647,330
+1,072
JGRO icon
232
JPMorgan Active Growth ETF
JGRO
$8.18B
$396M 0.09%
4,222,813
+77,857
LUV icon
233
Southwest Airlines
LUV
$21.2B
$394M 0.09%
12,335,167
+3,753,183
IQLT icon
234
iShares MSCI Intl Quality Factor ETF
IQLT
$13.2B
$393M 0.09%
8,869,250
-432,073
INSM icon
235
Insmed
INSM
$42.3B
$392M 0.09%
2,721,879
-236,094
AVDE icon
236
Avantis International Equity ETF
AVDE
$11.1B
$389M 0.09%
4,932,115
+3,853,677
SHY icon
237
iShares 1-3 Year Treasury Bond ETF
SHY
$23.5B
$388M 0.09%
4,682,094
+257,934
XLV icon
238
State Street Health Care Select Sector SPDR ETF
XLV
$40.4B
$386M 0.09%
2,772,054
-88,697
VRT icon
239
Vertiv
VRT
$57.3B
$384M 0.09%
2,546,448
-264,666
EXPE icon
240
Expedia Group
EXPE
$34.7B
$376M 0.09%
1,759,231
-96,930
XYZ
241
Block Inc
XYZ
$38.8B
$375M 0.09%
5,188,834
-2,691,502
VRSK icon
242
Verisk Analytics
VRSK
$30.5B
$375M 0.09%
1,493,296
+89,193
ZBH icon
243
Zimmer Biomet
ZBH
$18.1B
$373M 0.09%
3,789,200
+58,335
THC icon
244
Tenet Healthcare
THC
$17.1B
$373M 0.09%
1,836,111
-283,312
MTCH icon
245
Match Group
MTCH
$7.67B
$373M 0.09%
10,552,520
-1,931,295
NU icon
246
Nu Holdings
NU
$76.9B
$371M 0.09%
23,149,021
+5,827,797
SYF icon
247
Synchrony
SYF
$30B
$370M 0.09%
5,213,754
-93,323
GM icon
248
General Motors
GM
$75.1B
$366M 0.08%
6,001,245
+302,140
LQD icon
249
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.7B
$365M 0.08%
3,276,638
-1,256,759
IWP icon
250
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$363M 0.08%
2,551,080
+26,261