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
IVE icon
151
iShares S&P 500 Value ETF
IVE
$47.3B
$627M 0.14%
3,036,494
+5,480
CI icon
152
Cigna
CI
$73.6B
$616M 0.14%
2,136,311
+753,865
GPN icon
153
Global Payments
GPN
$19.4B
$611M 0.14%
7,349,876
+499,695
VB icon
154
Vanguard Small-Cap ETF
VB
$69.1B
$595M 0.14%
2,341,719
-974
IDEV icon
155
iShares Core MSCI International Developed Markets ETF
IDEV
$23.6B
$588M 0.14%
7,361,205
+508,997
CMI icon
156
Cummins
CMI
$70.8B
$585M 0.13%
1,384,458
-146,449
IJH icon
157
iShares Core S&P Mid-Cap ETF
IJH
$102B
$585M 0.13%
8,958,861
-885,544
USIG icon
158
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$580M 0.13%
11,508,464
+1,530,288
IJR icon
159
iShares Core S&P Small-Cap ETF
IJR
$89.3B
$578M 0.13%
4,863,888
-643,664
CAT icon
160
Caterpillar
CAT
$277B
$571M 0.13%
1,196,054
-312,363
QQQM icon
161
Invesco NASDAQ 100 ETF
QQQM
$69.6B
$571M 0.13%
2,309,059
+422,032
VYM icon
162
Vanguard High Dividend Yield ETF
VYM
$68.3B
$566M 0.13%
4,019,262
+64,127
GE icon
163
GE Aerospace
GE
$315B
$565M 0.13%
1,876,004
+486,888
AMGN icon
164
Amgen
AMGN
$175B
$564M 0.13%
2,000,946
-467,013
BX icon
165
Blackstone
BX
$117B
$560M 0.13%
3,274,182
+88,538
GLD icon
166
SPDR Gold Trust
GLD
$145B
$554M 0.13%
1,555,831
+50,756
VCIT icon
167
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.4B
$550M 0.13%
6,548,792
-1,658,870
WEC icon
168
WEC Energy
WEC
$33.9B
$550M 0.13%
4,786,414
+342,756
DELL icon
169
Dell
DELL
$88.3B
$545M 0.13%
3,840,921
+637,189
PCG icon
170
PG&E
PCG
$33.5B
$544M 0.13%
36,092,371
-656,841
VIG icon
171
Vanguard Dividend Appreciation ETF
VIG
$101B
$543M 0.12%
2,516,875
-4,969
HPE icon
172
Hewlett Packard
HPE
$32B
$542M 0.12%
22,056,626
+5,215,036
NEE icon
173
NextEra Energy
NEE
$167B
$538M 0.12%
7,129,514
-982,442
VWO icon
174
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$537M 0.12%
9,897,182
+452,472
BSX icon
175
Boston Scientific
BSX
$136B
$536M 0.12%
5,491,562
-2,295,397