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
SPYM
251
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.6B
$363M 0.08%
4,634,030
-37,638
BINC icon
252
BlackRock Flexible Income ETF
BINC
$14.6B
$362M 0.08%
6,808,502
+2,489,130
NEM icon
253
Newmont
NEM
$109B
$359M 0.08%
4,258,746
+996,488
CMS icon
254
CMS Energy
CMS
$21.4B
$359M 0.08%
4,900,632
+128,860
PNR icon
255
Pentair
PNR
$17B
$359M 0.08%
3,236,826
+1,670,944
ALL icon
256
Allstate
ALL
$54.7B
$357M 0.08%
1,662,652
+276,751
RCL icon
257
Royal Caribbean
RCL
$77.7B
$357M 0.08%
1,101,544
+683,896
PSA icon
258
Public Storage
PSA
$46.9B
$356M 0.08%
1,241,387
+5,835
AMD icon
259
Advanced Micro Devices
AMD
$323B
$355M 0.08%
2,191,552
+62,593
A icon
260
Agilent Technologies
A
$38.7B
$348M 0.08%
2,708,591
+354,480
SCHR icon
261
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.1B
$344M 0.08%
13,681,648
+1,449,980
IWM icon
262
iShares Russell 2000 ETF
IWM
$72.2B
$343M 0.08%
1,417,207
+25,369
MTUM icon
263
iShares MSCI USA Momentum Factor ETF
MTUM
$19.8B
$339M 0.08%
1,321,883
+90,841
VXUS icon
264
Vanguard Total International Stock ETF
VXUS
$114B
$337M 0.08%
4,585,960
+564,715
COHR icon
265
Coherent
COHR
$26.8B
$336M 0.08%
3,120,491
+788,304
FDX icon
266
FedEx
FDX
$66.6B
$336M 0.08%
1,426,235
+94,184
SHOP icon
267
Shopify
SHOP
$211B
$329M 0.08%
2,202,211
-551,688
TPR icon
268
Tapestry
TPR
$25B
$328M 0.08%
2,897,432
-399,752
PRF icon
269
Invesco FTSE RAFI US 1000 ETF
PRF
$8.49B
$327M 0.08%
7,225,605
-117,663
SWK icon
270
Stanley Black & Decker
SWK
$11.1B
$326M 0.07%
4,379,653
+1,450,170
IEI icon
271
iShares 3-7 Year Treasury Bond ETF
IEI
$17.4B
$325M 0.07%
2,719,795
-21,894
ORLY icon
272
O'Reilly Automotive
ORLY
$78.4B
$323M 0.07%
2,997,057
-30,773
SW
273
Smurfit Westrock
SW
$19.9B
$323M 0.07%
7,588,946
+94,782
MGK icon
274
Vanguard Mega Cap Growth ETF
MGK
$31.6B
$322M 0.07%
798,935
+17,254
AVB icon
275
AvalonBay Communities
AVB
$25.7B
$321M 0.07%
1,663,663
-7,064