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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
ACN icon
201
Accenture
ACN
$78.3B
$471M 0.11%
2,377,068
-78,534
GM icon
202
General Motors
GM
$71.5B
$466M 0.11%
6,258,834
-499,406
AES icon
203
AES
AES
$10.4B
$466M 0.11%
33,071,890
-1,497,765
SYK icon
204
Stryker
SYK
$118B
$461M 0.11%
1,406,695
+62,485
VGT icon
205
Vanguard Information Technology ETF
VGT
$146B
$460M 0.11%
5,272,296
-216,376
EXPE icon
206
Expedia Group
EXPE
$28.9B
$458M 0.11%
1,985,440
+497,758
DELL icon
207
Dell
DELL
$265B
$456M 0.11%
2,776,956
-252,869
NDAQ icon
208
Nasdaq
NDAQ
$46.5B
$455M 0.11%
5,331,861
-330,176
RWL icon
209
Invesco S&P 500 Revenue ETF
RWL
$9.11B
$454M 0.11%
3,951,429
+181,051
COF icon
210
Capital One
COF
$125B
$451M 0.1%
2,471,839
+1,414,500
CRWD icon
211
CrowdStrike
CRWD
$174B
$451M 0.1%
1,156,037
+67,223
CL icon
212
Colgate-Palmolive
CL
$71.6B
$443M 0.1%
5,200,321
+2,153,148
SBUX icon
213
Starbucks
SBUX
$115B
$442M 0.1%
4,933,024
-196,261
SJNK icon
214
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
$440M 0.1%
17,629,515
+175,451
FMDE icon
215
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.13B
$438M 0.1%
12,190,309
+2,727,043
MELI icon
216
Mercado Libre
MELI
$82.9B
$436M 0.1%
252,556
-16,937
VONG icon
217
Vanguard Russell 1000 Growth ETF
VONG
$44.4B
$436M 0.1%
3,975,193
-378
WMB icon
218
Williams Companies
WMB
$89.4B
$435M 0.1%
5,973,828
-2,428,797
ALL icon
219
Allstate
ALL
$56.9B
$432M 0.1%
2,082,400
+11,412
AIG icon
220
American International
AIG
$39.2B
$428M 0.1%
5,691,465
+160,022
AEIS icon
221
Advanced Energy
AEIS
$14.9B
$423M 0.1%
1,310,558
-331,595
AVEM icon
222
Avantis Emerging Markets Equity ETF
AVEM
$27B
$421M 0.1%
5,230,166
+2,358,129
TTWO icon
223
Take-Two Interactive
TTWO
$44.4B
$420M 0.1%
2,132,796
+20,544
BINC icon
224
BlackRock Flexible Income ETF
BINC
$16.2B
$419M 0.1%
8,036,909
-94,314
SPYV icon
225
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.1B
$414M 0.1%
7,303,187
-998,637