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
QUAL icon
101
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$888M 0.2%
4,564,319
-409,833
BKNG icon
102
Booking.com
BKNG
$171B
$882M 0.2%
163,393
+1,533
GLW icon
103
Corning
GLW
$75.7B
$875M 0.2%
10,608,127
-3,155,021
IWY icon
104
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$870M 0.2%
3,180,008
+771,024
PLTR icon
105
Palantir
PLTR
$437B
$850M 0.2%
4,655,441
+1,856,467
ADBE icon
106
Adobe
ADBE
$147B
$834M 0.19%
2,363,303
+212,240
TMUS icon
107
T-Mobile US
TMUS
$218B
$832M 0.19%
3,477,553
+877,384
WIX icon
108
WIX.com
WIX
$5.59B
$824M 0.19%
4,637,795
+2,606,204
RTX icon
109
RTX Corp
RTX
$240B
$817M 0.19%
4,883,949
-967,011
AMT icon
110
American Tower
AMT
$84.6B
$801M 0.18%
4,168,214
-209,616
NXPI icon
111
NXP Semiconductors
NXPI
$57.4B
$796M 0.18%
3,496,081
-71,059
GILD icon
112
Gilead Sciences
GILD
$149B
$794M 0.18%
7,148,405
+400,002
DTE icon
113
DTE Energy
DTE
$27B
$788M 0.18%
5,571,081
+602,602
PLD icon
114
Prologis
PLD
$121B
$779M 0.18%
6,837,026
+31,456
SCHW icon
115
Charles Schwab
SCHW
$172B
$771M 0.18%
8,072,015
-1,090,220
XLF icon
116
State Street Financial Select Sector SPDR ETF
XLF
$53.8B
$767M 0.18%
14,244,098
+2,682,361
TMO icon
117
Thermo Fisher Scientific
TMO
$215B
$763M 0.18%
1,572,998
-115,887
VEA icon
118
Vanguard FTSE Developed Markets ETF
VEA
$190B
$761M 0.17%
12,706,394
+240,375
ISRG icon
119
Intuitive Surgical
ISRG
$192B
$749M 0.17%
1,674,479
+19,552
CSX icon
120
CSX Corp
CSX
$69.2B
$742M 0.17%
20,891,266
-94,732
PM icon
121
Philip Morris
PM
$239B
$739M 0.17%
4,592,465
-221,548
VTI icon
122
Vanguard Total Stock Market ETF
VTI
$566B
$735M 0.17%
2,237,890
-23,926
NTAP icon
123
NetApp
NTAP
$22.9B
$729M 0.17%
6,156,332
-740,281
DYNF icon
124
BlackRock US Equity Factor Rotation ETF
DYNF
$30.4B
$725M 0.17%
12,249,151
+3,227,607
TER icon
125
Teradyne
TER
$30.3B
$724M 0.17%
5,256,857
+336,757