We are live on ! Find out more
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
IAU icon
151
iShares Gold Trust
IAU
$65.5B
$619M 0.14%
6,995,965
-271,854
PCG icon
152
PG&E
PCG
$36.3B
$616M 0.14%
35,052,981
-915,253
VTI icon
153
Vanguard Total Stock Market ETF
VTI
$656B
$615M 0.14%
1,917,767
-267,111
NTAP icon
154
NetApp
NTAP
$31.3B
$614M 0.14%
6,000,694
-217,147
WIX icon
155
WIX.com
WIX
$1.78B
$611M 0.14%
6,782,887
+1,935,563
ISRG icon
156
Intuitive Surgical
ISRG
$144B
$604M 0.14%
1,310,181
-240,007
DGRW icon
157
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$601M 0.14%
6,841,705
-197,642
FCX icon
158
Freeport-McMoran
FCX
$98.7B
$593M 0.14%
10,081,824
-925,872
HWM icon
159
Howmet Aerospace
HWM
$111B
$592M 0.14%
2,570,625
-360,902
RECS icon
160
Columbia Research Enhanced Core ETF
RECS
$5.72B
$587M 0.14%
15,068,614
+1,851,421
IJH icon
161
iShares Core S&P Mid-Cap ETF
IJH
$122B
$587M 0.14%
8,695,131
-205,594
ADP icon
162
Automatic Data Processing
ADP
$87.3B
$577M 0.13%
2,838,714
-1,108,142
DHR icon
163
Danaher
DHR
$125B
$577M 0.13%
3,041,408
+814,912
VB icon
164
Vanguard Small-Cap ETF
VB
$79.6B
$575M 0.13%
2,197,074
-201,680
SMTC icon
165
Semtech
SMTC
$14.7B
$573M 0.13%
7,450,380
-101,872
AMT icon
166
American Tower
AMT
$82B
$571M 0.13%
3,310,593
-729,744
NOW icon
167
ServiceNow
NOW
$98B
$570M 0.13%
5,454,649
+337,029
ADBE icon
168
Adobe
ADBE
$77.6B
$569M 0.13%
2,340,185
+36,980
UBER icon
169
Uber
UBER
$146B
$563M 0.13%
7,830,826
-2,070,970
HPE icon
170
Hewlett Packard
HPE
$62.8B
$555M 0.13%
23,326,224
-519,703
IEMG icon
171
iShares Core MSCI Emerging Markets ETF
IEMG
$166B
$553M 0.13%
7,926,302
+1,169,874
IGSB icon
172
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.2B
$550M 0.13%
10,444,929
-2,752,960
TPR icon
173
Tapestry
TPR
$29B
$550M 0.13%
3,896,122
+31,070
PFE icon
174
Pfizer
PFE
$144B
$548M 0.13%
19,519,056
+1,127,951
VYM icon
175
Vanguard High Dividend Yield ETF
VYM
$78.3B
$543M 0.13%
3,667,871
-519,970