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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
MPC icon
176
Marathon Petroleum
MPC
$70.9B
$543M 0.13%
2,224,185
-24,769
XLF icon
177
State Street Financial Select Sector SPDR ETF
XLF
$50.7B
$536M 0.12%
9,352,498
-1,979,696
IUSB icon
178
iShares Core Universal USD Bond ETF
IUSB
$42B
$533M 0.12%
11,541,941
+429,310
FTI icon
179
TechnipFMC
FTI
$26B
$533M 0.12%
7,709,910
-4,301,351
INTU icon
180
Intuit
INTU
$73B
$529M 0.12%
1,223,747
-400,558
SHY icon
181
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$529M 0.12%
6,404,924
+1,608,875
SYNA icon
182
Synaptics
SYNA
$5.44B
$529M 0.12%
7,547,699
+526,461
IJR icon
183
iShares Core S&P Small-Cap ETF
IJR
$107B
$528M 0.12%
4,251,012
-293,866
GPN icon
184
Global Payments
GPN
$18.3B
$527M 0.12%
7,827,277
+507,192
SNPS icon
185
Synopsys
SNPS
$87.2B
$526M 0.12%
1,327,723
-341,553
VIG icon
186
Vanguard Dividend Appreciation ETF
VIG
$109B
$526M 0.12%
2,446,374
-171,474
GDDY icon
187
GoDaddy
GDDY
$10.2B
$521M 0.12%
6,297,006
+2,388,459
FDX icon
188
FedEx
FDX
$77.8B
$513M 0.12%
1,429,235
+18,093
EPAM icon
189
EPAM Systems
EPAM
$4B
$512M 0.12%
3,783,297
+1,421,048
EFV icon
190
iShares MSCI EAFE Value ETF
EFV
$24.3B
$512M 0.12%
6,885,302
+1,801,094
STZ icon
191
Constellation Brands
STZ
$24.2B
$511M 0.12%
3,407,931
+514,068
NXPI icon
192
NXP Semiconductors
NXPI
$79.1B
$507M 0.12%
2,577,577
-237,214
NEM icon
193
Newmont
NEM
$111B
$503M 0.12%
4,650,543
-447,703
INSM icon
194
Insmed
INSM
$20.8B
$500M 0.12%
3,057,718
+1,088,861
MCK icon
195
McKesson
MCK
$87.9B
$498M 0.12%
575,886
+204
GEV icon
196
GE Vernova
GEV
$298B
$498M 0.12%
570,022
+38,649
LYFT icon
197
Lyft
LYFT
$5.42B
$485M 0.11%
36,481,128
+3,721,876
DGRO icon
198
iShares Core Dividend Growth ETF
DGRO
$40.5B
$481M 0.11%
6,855,975
-90,119
SCHG icon
199
Schwab US Large-Cap Growth ETF
SCHG
$59.2B
$479M 0.11%
16,425,833
-1,179,221
MET icon
200
MetLife
MET
$55.1B
$478M 0.11%
6,759,903
-189,494