Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.18%
 

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
+26.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442B
AUM Growth
+$7.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,220
New
Increased
Reduced
Closed

Top Buys

1 +$977M
2 +$429M
3 +$420M
4
TXN icon
Texas Instruments
TXN
+$420M
5
GD icon
General Dynamics
GD
+$358M

Top Sells

1 +$863M
2 +$765M
3 +$556M
4
META icon
Meta Platforms (Facebook)
META
+$535M
5
AMAT icon
Applied Materials
AMAT
+$534M

Sector Composition

1 Technology 25.48%
2 Financials 11.46%
3 Healthcare 7.99%
4 Industrials 7.84%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CMCSA icon
76
Comcast
CMCSA
$104B
$1.14B 0.26%
38,160,898
+2,242,468
KLAC icon
77
KLA
KLAC
$196B
$1.12B 0.25%
920,075
-44,283
SPYG icon
78
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.9B
$1.1B 0.25%
10,307,593
+392,991
EBAY icon
79
eBay
EBAY
$39.9B
$1.09B 0.25%
12,565,993
+586,209
INTU icon
80
Intuit
INTU
$126B
$1.08B 0.24%
1,624,305
+49,642
IVW icon
81
iShares S&P 500 Growth ETF
IVW
$61.6B
$1.05B 0.24%
8,505,668
+77,357
VZ icon
82
Verizon
VZ
$211B
$1.05B 0.24%
25,728,294
+10,569,162
TXN icon
83
Texas Instruments
TXN
$170B
$1.04B 0.24%
6,067,012
+2,450,446
BA icon
84
Boeing
BA
$153B
$1.04B 0.24%
4,810,939
+471,497
VRTX icon
85
Vertex Pharmaceuticals
VRTX
$115B
$1.03B 0.23%
2,263,732
-13,195
PEP icon
86
PepsiCo
PEP
$205B
$1.02B 0.23%
7,133,999
+2,394,681
CME icon
87
CME Group
CME
$110B
$1.01B 0.23%
3,714,677
-1,098,237
ADP icon
88
Automatic Data Processing
ADP
$84B
$1.01B 0.23%
3,946,856
-376,698
PM icon
89
Philip Morris
PM
$254B
$992M 0.22%
6,182,437
+1,589,972
PNC icon
90
PNC Financial Services
PNC
$81.4B
$989M 0.22%
4,739,407
+1,600
VO icon
91
Vanguard Mid-Cap ETF
VO
$90.6B
$989M 0.22%
3,408,504
+44,512
SPGI icon
92
S&P Global
SPGI
$127B
$983M 0.22%
1,892,429
+443,887
IWY icon
93
iShares Russell Top 200 Growth ETF
IWY
$14.8B
$982M 0.22%
3,544,292
+364,284
TMO icon
94
Thermo Fisher Scientific
TMO
$176B
$977M 0.22%
1,684,945
+111,947
PANW icon
95
Palo Alto Networks
PANW
$132B
$972M 0.22%
5,278,829
-306,469
AZN icon
96
AstraZeneca
AZN
$285B
$966M 0.22%
10,495,599
+4,788,038
GILD icon
97
Gilead Sciences
GILD
$170B
$957M 0.22%
7,800,418
+652,013
PLTR icon
98
Palantir
PLTR
$360B
$952M 0.22%
5,354,882
+699,441
TT icon
99
Trane Technologies
TT
$90.8B
$949M 0.21%
2,438,291
-249,932
BRK.B icon
100
Berkshire Hathaway Class B
BRK.B
$1.04T
$934M 0.21%
1,858,877
-23,127