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
LLY icon
26
Eli Lilly
LLY
$936B
$2.27B 0.52%
2,970,160
+52,090
ABBV icon
27
AbbVie
ABBV
$394B
$2.24B 0.51%
9,675,877
+408,426
TSLA icon
28
Tesla
TSLA
$1.59T
$2.22B 0.51%
4,996,960
-176,727
CSCO icon
29
Cisco
CSCO
$307B
$2.21B 0.51%
32,256,632
-1,499,979
SPY icon
30
SPDR S&P 500 ETF Trust
SPY
$708B
$2.11B 0.49%
3,164,112
+34,204
VTV icon
31
Vanguard Value ETF
VTV
$156B
$2.07B 0.48%
11,112,521
+479,866
BLK icon
32
Blackrock
BLK
$166B
$2.02B 0.46%
1,729,300
-209,504
ORCL icon
33
Oracle
ORCL
$537B
$2B 0.46%
7,092,738
+329,001
HD icon
34
Home Depot
HD
$352B
$1.97B 0.45%
4,863,500
-350,578
TJX icon
35
TJX Companies
TJX
$173B
$1.94B 0.45%
13,391,533
+392,097
VUG icon
36
Vanguard Growth ETF
VUG
$199B
$1.86B 0.43%
3,868,093
-18,025
ABT icon
37
Abbott
ABT
$221B
$1.8B 0.41%
13,500,829
+499,351
DIS icon
38
Walt Disney
DIS
$199B
$1.71B 0.39%
14,929,999
-328,723
PH icon
39
Parker-Hannifin
PH
$110B
$1.67B 0.38%
2,207,996
+13,309
LIN icon
40
Linde
LIN
$197B
$1.66B 0.38%
3,499,368
-105,750
IBM icon
41
IBM
IBM
$282B
$1.56B 0.36%
5,519,633
-43,531
AGG icon
42
iShares Core US Aggregate Bond ETF
AGG
$134B
$1.56B 0.36%
15,507,033
+944,002
T icon
43
AT&T
T
$171B
$1.55B 0.36%
54,915,436
-332,048
C icon
44
Citigroup
C
$200B
$1.52B 0.35%
14,959,253
-217,067
QCOM icon
45
Qualcomm
QCOM
$189B
$1.49B 0.34%
8,966,223
+649,558
XLK icon
46
State Street Technology Select Sector SPDR ETF
XLK
$91.8B
$1.49B 0.34%
5,283,252
+451,801
TEL icon
47
TE Connectivity
TEL
$66.9B
$1.48B 0.34%
6,739,609
-288,771
BMY icon
48
Bristol-Myers Squibb
BMY
$109B
$1.46B 0.34%
32,473,834
-105,784
BK icon
49
Bank of New York Mellon
BK
$80B
$1.45B 0.33%
13,345,266
+2,034,781
IEF icon
50
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$1.44B 0.33%
14,950,581
+3,291,267