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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
DD icon
976
DuPont de Nemours
DD
$19.3B
$41M 0.01%
893,753
+309,581
LAD icon
977
Lithia Motors
LAD
$6.72B
$40.7M 0.01%
162,974
-47,795
RWJ icon
978
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.94B
$40.7M 0.01%
805,952
+14,230
AWI icon
979
Armstrong World Industries
AWI
$6.74B
$40.6M 0.01%
246,475
-128,602
TM icon
980
Toyota
TM
$206B
$40.6M 0.01%
197,032
+69,629
OXY icon
981
Occidental Petroleum
OXY
$51.5B
$40.6M 0.01%
624,017
+3,947
OTIS icon
982
Otis Worldwide
OTIS
$28.1B
$40.6M 0.01%
526,348
+85,053
LSCC icon
983
Lattice Semiconductor
LSCC
$21.1B
$40.6M 0.01%
437,308
-137,507
GWRE icon
984
Guidewire Software
GWRE
$8.98B
$40.6M 0.01%
271,151
+196,135
FN icon
985
Fabrinet
FN
$20.6B
$40.5M 0.01%
77,663
-6,470
CWK icon
986
Cushman & Wakefield Ltd
CWK
$3.02B
$40.3M 0.01%
3,285,406
-27,176
HCSG icon
987
Healthcare Services Group
HCSG
$1.57B
$40.2M 0.01%
2,165,744
-61,355
CCEP icon
988
Coca-Cola Europacific Partners
CCEP
$42.9B
$40.1M 0.01%
482,888
-51,183
GPC icon
989
Genuine Parts
GPC
$15B
$40M 0.01%
377,737
-44,245
TWLO icon
990
Twilio
TWLO
$28.3B
$39.7M 0.01%
315,576
-19,333
HRI icon
991
Herc Holdings
HRI
$5.18B
$39.6M 0.01%
397,739
-129,820
VCLT icon
992
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.39B
$39.3M 0.01%
526,351
-3,619
FLHY icon
993
Franklin High Yield Corporate ETF
FLHY
$1.17B
$39.2M 0.01%
1,622,572
+428,641
LYB icon
994
LyondellBasell Industries
LYB
$19.4B
$39.1M 0.01%
471,066
-480,388
NGG icon
995
National Grid
NGG
$79.1B
$39M 0.01%
463,904
+224,123
MTD icon
996
Mettler-Toledo International
MTD
$23.1B
$39M 0.01%
30,944
-7,149
COO icon
997
Cooper Companies
COO
$12.9B
$39M 0.01%
545,852
+143,447
RELX icon
998
RELX
RELX
$54.8B
$39M 0.01%
1,176,432
-279,973
NTNX icon
999
Nutanix
NTNX
$12.7B
$38.9M 0.01%
1,023,475
-345,882
PRIM icon
1000
Primoris Services
PRIM
$5.5B
$38.8M 0.01%
271,541
-61,095