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
MMC icon
76
Marsh & McLennan
MMC
$91.2B
$1.16B 0.27%
5,767,988
-1,074,347
CRM icon
77
Salesforce
CRM
$246B
$1.16B 0.27%
4,883,240
-126,713
PANW icon
78
Palo Alto Networks
PANW
$130B
$1.14B 0.26%
5,585,298
-375,506
TT icon
79
Trane Technologies
TT
$86.7B
$1.13B 0.26%
2,688,223
-257,559
CMCSA icon
80
Comcast
CMCSA
$103B
$1.13B 0.26%
35,918,430
-7,946,135
IEFA icon
81
iShares Core MSCI EAFE ETF
IEFA
$163B
$1.12B 0.26%
12,815,738
+657,276
HON icon
82
Honeywell
HON
$123B
$1.1B 0.25%
5,219,240
-1,173,920
EBAY icon
83
eBay
EBAY
$38.6B
$1.09B 0.25%
11,979,784
-4,574,529
SNPS icon
84
Synopsys
SNPS
$86.6B
$1.08B 0.25%
2,191,144
-407,730
INTU icon
85
Intuit
INTU
$187B
$1.08B 0.25%
1,574,663
+332,705
WDC icon
86
Western Digital
WDC
$58.8B
$1.04B 0.24%
8,683,319
-376,209
SPYG icon
87
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.7B
$1.04B 0.24%
9,914,602
+61,348
KLAC icon
88
KLA
KLAC
$157B
$1.03B 0.24%
964,358
+3,337
IVW icon
89
iShares S&P 500 Growth ETF
IVW
$65.9B
$1.02B 0.23%
8,428,311
-71,512
NOC icon
90
Northrop Grumman
NOC
$82.2B
$990M 0.23%
1,624,658
+4,844
VO icon
91
Vanguard Mid-Cap ETF
VO
$90.5B
$988M 0.23%
3,363,992
-109,578
MDLZ icon
92
Mondelez International
MDLZ
$69.7B
$977M 0.22%
15,664,043
+323,602
PNC icon
93
PNC Financial Services
PNC
$82.6B
$952M 0.22%
4,737,807
+3,768
VLO icon
94
Valero Energy
VLO
$51.3B
$949M 0.22%
5,572,170
-559,617
BRK.B icon
95
Berkshire Hathaway Class B
BRK.B
$1.09T
$946M 0.22%
1,882,004
-24,711
BA icon
96
Boeing
BA
$161B
$936M 0.22%
4,339,442
-360,203
SO icon
97
Southern Company
SO
$94.7B
$929M 0.21%
9,806,272
+53,162
EA icon
98
Electronic Arts
EA
$51B
$926M 0.21%
4,591,869
+374,840
NOW icon
99
ServiceNow
NOW
$159B
$918M 0.21%
998,198
+34,044
VRTX icon
100
Vertex Pharmaceuticals
VRTX
$116B
$892M 0.2%
2,276,927
+95,565