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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
USIG icon
101
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$955M 0.22%
18,094,724
+2,128,050
VCIT icon
102
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$954M 0.22%
11,520,160
+4,431,074
MRSH
103
Marsh
MRSH
$78.2B
$952M 0.22%
5,488,537
+697,729
UNH icon
104
UnitedHealth
UNH
$364B
$947M 0.22%
3,499,098
-65,693
PNC icon
105
PNC Financial Services
PNC
$93.2B
$938M 0.22%
4,510,071
-229,336
DYNF icon
106
BlackRock US Equity Factor Rotation ETF
DYNF
$37.3B
$933M 0.22%
16,024,095
+687,987
VO icon
107
Vanguard Mid-Cap ETF
VO
$105B
$925M 0.21%
12,870,288
-763,728
VEA icon
108
Vanguard FTSE Developed Markets ETF
VEA
$233B
$914M 0.21%
14,258,098
+1,698,957
SO icon
109
Southern Company
SO
$105B
$910M 0.21%
9,435,986
-37,136
IVW icon
110
iShares S&P 500 Growth ETF
IVW
$74.8B
$906M 0.21%
8,010,148
-495,520
IWY icon
111
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$881M 0.2%
3,541,861
-2,431
LQD icon
112
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$877M 0.2%
8,003,542
+4,409,198
PLD icon
113
Prologis
PLD
$131B
$875M 0.2%
6,672,259
+32,096
TER icon
114
Teradyne
TER
$68.6B
$843M 0.2%
2,843,976
-1,646,380
DTE icon
115
DTE Energy
DTE
$30.7B
$842M 0.2%
5,750,059
+55,265
SCHW
116
Charles Schwab
SCHW
$159B
$824M 0.19%
8,773,763
-292,690
TMO icon
117
Thermo Fisher Scientific
TMO
$173B
$821M 0.19%
1,670,400
-14,545
LHX icon
118
L3Harris
LHX
$54.9B
$797M 0.19%
2,309,847
+478,024
QCOM icon
119
Qualcomm
QCOM
$238B
$776M 0.18%
6,042,011
-3,804,877
TMUS icon
120
T-Mobile US
TMUS
$197B
$773M 0.18%
3,678,860
+1,052,388
PLTR icon
121
Palantir
PLTR
$308B
$759M 0.18%
5,186,852
-168,030
RTX icon
122
RTX Corp
RTX
$250B
$747M 0.17%
3,873,868
-371,278
CI icon
123
Cigna
CI
$73.9B
$742M 0.17%
2,783,239
+339,597
RSP icon
124
Invesco S&P 500 Equal Weight ETF
RSP
$91.1B
$727M 0.17%
3,785,677
+234,019
VWO icon
125
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$722M 0.17%
13,354,926
+3,374,570