We are live on ! Find out more
Ameriprise

Ameriprise Portfolio holdings

AUM $431B
1-Year Est. Return 30.59%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431B
AUM Growth
-$11.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$707M
2 +$684M
3 +$655M
4
EOG icon
EOG Resources
EOG
+$556M
5
AVGO icon
Broadcom
AVGO
+$511M

Top Sells

1 +$1.1B
2 +$870M
3 +$845M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$809M
5
AZN icon
AstraZeneca
AZN
+$770M

Sector Composition

1 Technology 23.93%
2 Financials 10.24%
3 Industrials 8.47%
4 Healthcare 8%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UPS icon
426
United Parcel Service
UPS
$89.1B
$155M 0.04%
1,571,362
+238,846
ITT icon
427
ITT
ITT
$17.6B
$154M 0.04%
808,318
+92,185
RVMD icon
428
Revolution Medicines
RVMD
$34.7B
$154M 0.04%
1,579,793
-477,064
RL icon
429
Ralph Lauren
RL
$24.6B
$153M 0.04%
443,935
-213,373
FNDF icon
430
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$152M 0.04%
3,116,513
+519,983
BCS icon
431
Barclays
BCS
$88.8B
$151M 0.04%
7,210,612
-892,036
BPOP icon
432
Popular Inc
BPOP
$10.3B
$151M 0.04%
1,124,281
+182,932
MCO icon
433
Moody's
MCO
$78.7B
$151M 0.04%
345,075
+48,982
SCHZ icon
434
Schwab US Aggregate Bond ETF
SCHZ
$10.4B
$150M 0.03%
6,469,090
+101,118
PGR icon
435
Progressive
PGR
$119B
$150M 0.03%
756,926
+8,982
SMLF icon
436
iShares US Small Cap Equity Factor ETF
SMLF
$4.02B
$150M 0.03%
1,986,402
-421,736
EXE
437
Expand Energy Corp
EXE
$20.8B
$149M 0.03%
1,354,488
-196,807
TIP icon
438
iShares TIPS Bond ETF
TIP
$14.9B
$149M 0.03%
1,348,241
+477,270
MMM icon
439
3M
MMM
$83.8B
$149M 0.03%
1,023,632
-261,728
JCI icon
440
Johnson Controls International
JCI
$88.4B
$148M 0.03%
1,129,401
-270,116
BRX icon
441
Brixmor Property Group
BRX
$9.48B
$148M 0.03%
5,149,792
+433,770
IWV icon
442
iShares Russell 3000 ETF
IWV
$19.4B
$148M 0.03%
398,978
-24,555
SPEM icon
443
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
$148M 0.03%
3,120,569
-1,009,462
VBK icon
444
Vanguard Small-Cap Growth ETF
VBK
$24B
$147M 0.03%
487,734
+73,921
VBR icon
445
Vanguard Small-Cap Value ETF
VBR
$36.1B
$147M 0.03%
675,388
-37,916
ATI icon
446
ATI
ATI
$27.5B
$145M 0.03%
998,834
-245,414
IWS icon
447
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$145M 0.03%
992,650
-115,804
TENB icon
448
Tenable Holdings
TENB
$2.96B
$144M 0.03%
8,499,447
+1,937,649
JMUB icon
449
JPMorgan Municipal ETF
JMUB
$7.86B
$144M 0.03%
2,874,466
+119,001
ILMN icon
450
Illumina
ILMN
$24.5B
$142M 0.03%
1,155,973
-53,114