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
$406B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,139
New
Increased
Reduced
Closed

Top Buys

1 +$646M
2 +$598M
3 +$538M
4
MO icon
Altria Group
MO
+$367M
5
SNPS icon
Synopsys
SNPS
+$300M

Top Sells

1 +$580M
2 +$488M
3 +$368M
4
TT icon
Trane Technologies
TT
+$280M
5
DBX icon
Dropbox
DBX
+$268M

Sector Composition

1 Technology 25.1%
2 Financials 11.83%
3 Industrials 8.15%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HDB icon
351
HDFC Bank
HDB
$189B
$204M 0.05%
5,328,312
-100,934
IGIB icon
352
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.1B
$204M 0.05%
3,831,224
-35,649
OKTA icon
353
Okta
OKTA
$14.2B
$204M 0.05%
2,037,640
+22,975
CDNS icon
354
Cadence Design Systems
CDNS
$84.9B
$204M 0.05%
661,194
-125,136
STT icon
355
State Street
STT
$33.2B
$203M 0.05%
1,911,250
-483,071
SNOW icon
356
Snowflake
SNOW
$85.1B
$202M 0.05%
901,709
+108,156
SYY icon
357
Sysco
SYY
$36.5B
$201M 0.05%
2,639,931
+283,706
JEPQ icon
358
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.9B
$201M 0.05%
3,693,167
+496,258
FFIV icon
359
F5
FFIV
$13.9B
$201M 0.05%
681,711
-52,182
IYW icon
360
iShares US Technology ETF
IYW
$21B
$200M 0.05%
1,156,536
+27,056
FNDX icon
361
Schwab Fundamental US Large Company Index ETF
FNDX
$21.8B
$199M 0.05%
8,113,872
+349,667
SWK icon
362
Stanley Black & Decker
SWK
$11.1B
$198M 0.05%
2,929,483
-612,395
SHW icon
363
Sherwin-Williams
SHW
$85.2B
$198M 0.05%
578,343
-20,628
JAZZ icon
364
Jazz Pharmaceuticals
JAZZ
$10.7B
$198M 0.05%
1,867,399
+191,637
RNG icon
365
RingCentral
RNG
$2.44B
$198M 0.05%
6,966,852
-59,713
RBC icon
366
RBC Bearings
RBC
$14.1B
$196M 0.05%
510,287
-35,125
MU icon
367
Micron Technology
MU
$266B
$196M 0.05%
1,588,665
+163,449
KKR icon
368
KKR & Co
KKR
$109B
$196M 0.05%
1,471,938
+487,871
USB icon
369
US Bancorp
USB
$76.2B
$194M 0.05%
4,276,525
+1,072,509
SRE icon
370
Sempra
SRE
$61.8B
$193M 0.05%
2,517,794
+242,535
DBX icon
371
Dropbox
DBX
$7.48B
$192M 0.05%
6,723,979
-9,354,056
NEM icon
372
Newmont
NEM
$99B
$190M 0.05%
3,262,258
+1,914,286
SPBO icon
373
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.76B
$186M 0.05%
6,350,351
-201,834
CAH icon
374
Cardinal Health
CAH
$50.4B
$184M 0.05%
1,094,471
-28,539
IFF icon
375
International Flavors & Fragrances
IFF
$17.8B
$183M 0.05%
2,491,606
+2,363,307