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
PEG icon
126
Public Service Enterprise Group
PEG
$39.9B
$723M 0.17%
8,657,207
+648,140
EOG icon
127
EOG Resources
EOG
$55.6B
$721M 0.17%
6,448,165
-2,311,852
ACN icon
128
Accenture
ACN
$169B
$718M 0.16%
2,912,319
-2,158,227
DBEF icon
129
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.49B
$711M 0.16%
15,319,942
-1,899,253
HWM icon
130
Howmet Aerospace
HWM
$77.5B
$706M 0.16%
3,595,587
+147,523
IGSB icon
131
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$703M 0.16%
13,162,203
+264,198
LYFT icon
132
Lyft
LYFT
$7.65B
$698M 0.16%
31,714,615
+5,962,212
SPGI icon
133
S&P Global
SPGI
$151B
$698M 0.16%
1,448,542
-148,333
MELI icon
134
Mercado Libre
MELI
$98B
$687M 0.16%
294,207
+23,005
AEP icon
135
American Electric Power
AEP
$61B
$685M 0.16%
6,084,813
+1,285,279
ITW icon
136
Illinois Tool Works
ITW
$73B
$675M 0.16%
2,587,639
+33,171
RSP icon
137
Invesco S&P 500 Equal Weight ETF
RSP
$75.5B
$669M 0.15%
3,525,558
-126,949
LOW icon
138
Lowe's Companies
LOW
$140B
$668M 0.15%
2,686,414
+193,901
IWF icon
139
iShares Russell 1000 Growth ETF
IWF
$123B
$667M 0.15%
1,423,816
-76,009
VZ icon
140
Verizon
VZ
$172B
$666M 0.15%
15,159,132
-2,392
PEP icon
141
PepsiCo
PEP
$206B
$666M 0.15%
4,739,318
+27,083
AEE icon
142
Ameren
AEE
$26.5B
$656M 0.15%
6,283,529
+60,519
TXN icon
143
Texas Instruments
TXN
$161B
$655M 0.15%
3,616,566
-66,893
GEN icon
144
Gen Digital
GEN
$16.9B
$652M 0.15%
22,961,310
+487,393
SPHQ icon
145
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$644M 0.15%
8,784,175
-463,345
MET icon
146
MetLife
MET
$54.2B
$640M 0.15%
7,746,341
+352,395
EQIX icon
147
Equinix
EQIX
$74.2B
$639M 0.15%
815,744
+119,988
CVS icon
148
CVS Health
CVS
$99.1B
$637M 0.15%
8,448,420
+592,575
PINS icon
149
Pinterest
PINS
$17.3B
$635M 0.15%
19,732,086
+1,913,668
DGRW icon
150
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.9B
$634M 0.15%
7,123,977
+183,937