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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
BA.PRA
651
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.95B
$78M 0.02%
1,201,452
+51,569
SPMB icon
652
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.03B
$77.8M 0.02%
3,476,902
+67,032
UAL icon
653
United Airlines
UAL
$38.4B
$77.5M 0.02%
842,214
-804,682
SCHX icon
654
Schwab US Large- Cap ETF
SCHX
$71.9B
$77M 0.02%
3,004,368
-480,209
ACGL icon
655
Arch Capital
ACGL
$31.9B
$77M 0.02%
801,895
-289,497
CWB icon
656
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.5B
$77M 0.02%
841,207
+39,312
FTV icon
657
Fortive
FTV
$18.6B
$76.8M 0.02%
1,389,577
+47,136
VOOV icon
658
Vanguard S&P 500 Value ETF
VOOV
$6.44B
$76.3M 0.02%
374,650
+14,647
DVY icon
659
iShares Select Dividend ETF
DVY
$22.3B
$76.2M 0.02%
503,672
-48,735
HST icon
660
Host Hotels & Resorts
HST
$17.1B
$76M 0.02%
3,966,450
+1,471,376
SNDK
661
Sandisk
SNDK
$324B
$75.8M 0.02%
119,376
+41,165
RWK icon
662
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.26B
$75.6M 0.02%
589,766
-59,577
IDXX icon
663
Idexx Laboratories
IDXX
$44.3B
$75.4M 0.02%
134,296
-42,637
NLY icon
664
Annaly Capital Management
NLY
$16.3B
$75.4M 0.02%
3,562,608
+2,153,420
SOXX icon
665
iShares Semiconductor ETF
SOXX
$46.4B
$75.4M 0.02%
229,211
-18,974
AAP icon
666
Advance Auto Parts
AAP
$3.63B
$74.9M 0.02%
1,419,997
+279,970
MTZ icon
667
MasTec
MTZ
$30B
$74.6M 0.02%
231,796
-704
IMCG icon
668
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.92B
$74.5M 0.02%
931,000
+121,088
BKLC icon
669
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.44B
$74.4M 0.02%
596,247
-84,753
XYLD icon
670
Global X S&P 500 Covered Call ETF
XYLD
$3.19B
$74.3M 0.02%
1,899,933
+283,091
EVSD
671
Eaton Vance Short Duration Income ETF
EVSD
$1.3B
$74M 0.02%
1,452,179
+717,502
NOK icon
672
Nokia
NOK
$75.3B
$73.7M 0.02%
9,168,307
-1,173,978
G icon
673
Genpact
G
$4.79B
$73.7M 0.02%
1,977,499
+76,730
BJ icon
674
BJs Wholesale Club
BJ
$10.9B
$73.6M 0.02%
747,377
-10,866
KHC icon
675
Kraft Heinz
KHC
$27.1B
$73.3M 0.02%
3,261,227
+47,588