Ameriprise Portfolio holdings
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.
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$2.13B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.08B |
| 3 |
Pfizer
PFE
|
$1.83B |
| 4 |
Apple
AAPL
|
$1.72B |
| 5 |
Wells Fargo
WFC
|
$1.59B |
Top Sells
Sector Composition
| 1 | Financials | 15.15% |
| 2 | Technology | 13.36% |
| 3 | Healthcare | 12.1% |
| 4 | Industrials | 10.81% |
| 5 | Consumer Discretionary | 9.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
TJX Companies
TJX
$152B
| $748M | 0.52% | +14,951,459 | New | +$748M |
|
27
Procter & Gamble
PG
$368B
| $746M | 0.52% | +9,689,225 | New | +$746M |
|
28
Mastercard
MA
$538B
| $744M | 0.51% | +1,295,311 | New | +$744M |
|
|
PCP
29
DELISTED
PRECISION CASTPARTS CORP
PCP
| $713M | 0.49% | +3,153,444 | New | +$713M |
|
30
Bristol-Myers Squibb
BMY
$96B
| $709M | 0.49% | +15,867,810 | New | +$709M |
|
|
EMC
31
DELISTED
EMC CORPORATION
EMC
| $705M | 0.49% | +29,844,399 | New | +$705M |
|
32
Eaton
ETN
$136B
| $699M | 0.48% | +10,621,002 | New | +$699M |
|
|
MON
33
DELISTED
Monsanto Co
MON
| $688M | 0.48% | +6,961,443 | New | +$688M |
|
34
Amazon
AMZN
$2.44T
| $678M | 0.47% | +2,441,574 | New | +$678M |
|
|
CELG
35
DELISTED
Celgene Corp
CELG
| $657M | 0.46% | +5,621,915 | New | +$657M |
|
36
IBM
IBM
$227B
| $651M | 0.45% | +3,407,793 | New | +$651M |
|
37
Blackrock
BLK
$175B
| $617M | 0.43% | +2,403,162 | New | +$617M |
|
38
Occidental Petroleum
OXY
$46.9B
| $612M | 0.42% | +6,855,170 | New | +$612M |
|
39
ConocoPhillips
COP
$124B
| $608M | 0.42% | +10,056,664 | New | +$608M |
|
40
McDonald's
MCD
$224B
| $600M | 0.42% | +6,061,848 | New | +$600M |
|
41
RTX Corp
RTX
$212B
| $571M | 0.4% | +6,145,894 | New | +$571M |
|
42
Accenture
ACN
$162B
| $564M | 0.39% | +7,835,245 | New | +$564M |
|
43
PepsiCo
PEP
$204B
| $557M | 0.39% | +6,805,670 | New | +$557M |
|
44
Biogen
BIIB
$19.4B
| $547M | 0.38% | +2,544,106 | New | +$547M |
|
45
Prudential Financial
PRU
$38.6B
| $547M | 0.38% | +7,492,039 | New | +$547M |
|
46
Intel
INTC
$107B
| $545M | 0.38% | +22,488,298 | New | +$545M |
|
47
Las Vegas Sands
LVS
$39.6B
| $534M | 0.37% | +10,092,309 | New | +$534M |
|
48
MetLife
MET
$54.1B
| $533M | 0.37% | +11,649,688 | New | +$533M |
|
|
APC
49
DELISTED
Anadarko Petroleum
APC
| $533M | 0.37% | +6,201,226 | New | +$533M |
|
50
Walt Disney
DIS
$213B
| $527M | 0.36% | +8,345,453 | New | +$527M |
|