Ameriprise Portfolio holdings
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.
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$2.13B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.08B |
| 3 |
Pfizer
PFE
|
$1.83B |
| 4 |
Apple
AAPL
|
$1.72B |
| 5 |
Wells Fargo
WFC
|
$1.59B |
Top Sells
Sector Composition
| 1 | Financials | 15.15% |
| 2 | Technology | 13.36% |
| 3 | Healthcare | 12.1% |
| 4 | Industrials | 10.81% |
| 5 | Consumer Discretionary | 9.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
JPMorgan Chase
JPM
$829B
| $2.13B | 1.47% | +40,301,821 | New | +$2.13B |
|
|
2
Alphabet (Google) Class C
GOOG
$2.58T
| $2.08B | 1.44% | +2,361,582 | New | +$2.08B |
|
|
3
Pfizer
PFE
$141B
| $1.83B | 1.27% | +65,355,992 | New | +$1.83B |
|
|
4
Apple
AAPL
$3.45T
| $1.72B | 1.19% | +4,339,344 | New | +$1.72B |
|
|
5
Wells Fargo
WFC
$263B
| $1.59B | 1.1% | +38,498,935 | New | +$1.59B |
|
6
Chevron
CVX
$324B
| $1.58B | 1.09% | +13,341,537 | New | +$1.58B |
|
7
Johnson & Johnson
JNJ
$427B
| $1.48B | 1.02% | +17,185,082 | New | +$1.48B |
|
8
Philip Morris
PM
$260B
| $1.32B | 0.92% | +15,260,155 | New | +$1.32B |
|
9
Microsoft
MSFT
$3.77T
| $1.24B | 0.86% | +35,771,858 | New | +$1.24B |
|
10
Citigroup
C
$178B
| $1.18B | 0.81% | +24,500,016 | New | +$1.18B |
|
11
Cisco
CSCO
$274B
| $1.16B | 0.81% | +47,831,805 | New | +$1.16B |
|
12
Gilead Sciences
GILD
$140B
| $1.12B | 0.78% | +21,866,607 | New | +$1.12B |
|
13
GE Aerospace
GE
$292B
| $984M | 0.68% | +42,423,575 | New | +$984M |
|
14
Exxon Mobil
XOM
$487B
| $976M | 0.68% | +10,806,893 | New | +$976M |
|
15
Visa
V
$683B
| $959M | 0.66% | +5,248,123 | New | +$959M |
|
16
Qualcomm
QCOM
$173B
| $954M | 0.66% | +15,619,875 | New | +$954M |
|
17
AT&T
T
$209B
| $921M | 0.64% | +26,006,705 | New | +$921M |
|
18
Verizon
VZ
$186B
| $899M | 0.62% | +17,865,241 | New | +$899M |
|
19
Booking.com
BKNG
$181B
| $888M | 0.61% | +1,073,622 | New | +$888M |
|
20
Honeywell
HON
$139B
| $866M | 0.6% | +10,915,464 | New | +$866M |
|
21
Union Pacific
UNP
$133B
| $863M | 0.6% | +5,595,174 | New | +$863M |
|
22
Merck
MRK
$210B
| $836M | 0.58% | +17,985,777 | New | +$836M |
|
23
Bank of America
BAC
$376B
| $832M | 0.58% | +64,689,803 | New | +$832M |
|
24
Home Depot
HD
$405B
| $826M | 0.57% | +10,675,935 | New | +$826M |
|
25
Comcast
CMCSA
$125B
| $760M | 0.53% | +18,174,249 | New | +$760M |
|