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
TTWO icon
176
Take-Two Interactive
TTWO
$45.2B
$536M 0.12%
2,073,474
-893,030
SCHG icon
177
Schwab US Large-Cap Growth ETF
SCHG
$52.1B
$533M 0.12%
16,720,317
+1,261,913
RECS icon
178
Columbia Research Enhanced Core ETF
RECS
$4.6B
$533M 0.12%
13,203,009
+239,164
SMTC icon
179
Semtech
SMTC
$6.58B
$527M 0.12%
7,373,744
+261,647
VGT icon
180
Vanguard Information Technology ETF
VGT
$111B
$525M 0.12%
703,955
-31,244
MSI icon
181
Motorola Solutions
MSI
$60.6B
$525M 0.12%
1,146,688
-208,471
CTAS icon
182
Cintas
CTAS
$75.4B
$524M 0.12%
2,559,852
+12,841
CRWD icon
183
CrowdStrike
CRWD
$123B
$524M 0.12%
1,069,439
-296,880
RDVY icon
184
First Trust Rising Dividend Achievers ETF
RDVY
$18.8B
$524M 0.12%
7,790,897
+716,800
CL icon
185
Colgate-Palmolive
CL
$63.6B
$517M 0.12%
6,423,764
+314,584
IUSB icon
186
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$517M 0.12%
11,066,646
+131,323
JCI icon
187
Johnson Controls International
JCI
$72.6B
$509M 0.12%
4,633,008
+57,594
VGLT icon
188
Vanguard Long-Term Treasury ETF
VGLT
$10B
$505M 0.12%
8,784,483
-2,240,962
NDAQ icon
189
Nasdaq
NDAQ
$53.1B
$500M 0.11%
5,660,331
-238,421
DGRO icon
190
iShares Core Dividend Growth ETF
DGRO
$35.6B
$496M 0.11%
7,285,333
-618,834
WMB icon
191
Williams Companies
WMB
$71.3B
$491M 0.11%
7,753,924
+1,668,706
WELL icon
192
Welltower
WELL
$131B
$486M 0.11%
2,772,247
-86,030
ZTS icon
193
Zoetis
ZTS
$54.3B
$486M 0.11%
3,292,836
+93,343
VONG icon
194
Vanguard Russell 1000 Growth ETF
VONG
$35.1B
$485M 0.11%
4,031,762
+320,907
FTI icon
195
TechnipFMC
FTI
$17.7B
$485M 0.11%
12,289,370
-2,072,224
SYK icon
196
Stryker
SYK
$134B
$484M 0.11%
1,313,989
-57,309
GDDY icon
197
GoDaddy
GDDY
$16.8B
$483M 0.11%
3,532,548
+1,128,646
CRH icon
198
CRH
CRH
$84.9B
$483M 0.11%
4,014,424
+306,104
IAU icon
199
iShares Gold Trust
IAU
$67.3B
$482M 0.11%
6,607,356
-9,124
XLC icon
200
State Street Communication Services Select Sector SPDR ETF
XLC
$26.7B
$479M 0.11%
4,053,450
+52,048