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
PHM icon
376
Pultegroup
PHM
$23.7B
$198M 0.05%
1,495,956
-973,874
SNOW icon
377
Snowflake
SNOW
$75.7B
$197M 0.05%
873,707
-28,002
VCSH icon
378
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$197M 0.05%
2,464,996
+237,290
VGSH icon
379
Vanguard Short-Term Treasury ETF
VGSH
$25.3B
$197M 0.05%
3,345,831
+689,177
SGOV icon
380
iShares 0-3 Month Treasury Bond ETF
SGOV
$66.7B
$194M 0.04%
1,930,381
-2,794,116
SITM icon
381
SiTime
SITM
$9.36B
$192M 0.04%
638,798
-97,483
FNDX icon
382
Schwab Fundamental US Large Company Index ETF
FNDX
$21.7B
$192M 0.04%
7,310,042
-803,830
AVUV icon
383
Avantis US Small Cap Value ETF
AVUV
$20.2B
$191M 0.04%
1,920,854
+109,161
TLN
384
Talen Energy Corp
TLN
$17B
$191M 0.04%
448,827
+9,748
RBC icon
385
RBC Bearings
RBC
$14.2B
$190M 0.04%
487,594
-22,693
MDB icon
386
MongoDB
MDB
$34.6B
$188M 0.04%
604,039
+435,455
RNG icon
387
RingCentral
RNG
$2.53B
$185M 0.04%
6,545,199
-421,653
VOE icon
388
Vanguard Mid-Cap Value ETF
VOE
$19.8B
$184M 0.04%
1,052,827
+68,011
ITA icon
389
iShares US Aerospace & Defense ETF
ITA
$12.2B
$184M 0.04%
877,965
+100,299
TKO icon
390
TKO Group
TKO
$16.7B
$183M 0.04%
905,101
-239,187
VST icon
391
Vistra
VST
$56.3B
$181M 0.04%
925,117
+6,491
JPST icon
392
JPMorgan Ultra-Short Income ETF
JPST
$35.4B
$181M 0.04%
3,557,679
-24,905
OEF icon
393
iShares S&P 100 ETF
OEF
$28.6B
$179M 0.04%
539,163
+135,686
SPIB icon
394
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$179M 0.04%
5,289,335
-117,864
DLN icon
395
WisdomTree US LargeCap Dividend Fund
DLN
$5.52B
$179M 0.04%
2,055,006
-51,764
SPYD icon
396
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.35B
$178M 0.04%
4,040,675
+276,334
IWB icon
397
iShares Russell 1000 ETF
IWB
$45.6B
$176M 0.04%
480,734
+27,613
AXON icon
398
Axon Enterprise
AXON
$44.4B
$175M 0.04%
243,760
-7,307
IYW icon
399
iShares US Technology ETF
IYW
$20.6B
$175M 0.04%
891,989
-264,547
JAVA icon
400
JPMorgan Active Value ETF
JAVA
$5.1B
$175M 0.04%
2,531,360
+81,880