AMERIPRISE FINANCIAL INC

données du 30/09/2025

Capitalisation

$ 435.387 B 7.31 %

Période de détention moyenne

28 ans

Performance

$ 46.868 T 16 214 855.28 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans AMERIPRISE FINANCIAL INC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORP 4.13% 17.977 B $ 96375472 2012/06/30 2.832 B $ 18.09 %
2025/09/30 MSFT MICROSOFT CORP 3.91% 17.009 B $ 32839230 2012/06/30 708.192 M $ 4.13 %
2025/09/30 AAPL APPLE INC 2.74% 11.908 B $ 46731089 2012/06/30 2.209 B $ 24.12 %
2025/09/30 GOOGL ALPHABET INC-CL A 2.12% 9.233 B $ 37972683 2015/12/31 2.571 B $ 37.99 %
2025/09/30 AVGO BROADCOM INC 1.91% 8.323 B $ 25199933 2018/06/30 1.465 B $ 19.66 %
2025/09/30 AMZN AMAZON.COM INC 1.80% 7.844 B $ 35745756 2012/06/30 6.657 M $ 0.08 %
2025/09/30 JPM JPMORGAN CHASE & CO 1.52% 6.612 B $ 20952251 2013/06/30 559.067 M $ 8.80 %
2025/09/30 META META PLATFORMS INC-CLASS A 1.45% 6.313 B $ 8597237 2012/06/30 -32.807 M $ -0.50 %
2025/09/30 IVV ISHARES CORE S&P 500 ETF 1.22% 5.305 B $ 7918929 2012/12/31 383.238 M $ 7.80 %
2025/09/30 V VISA INC-CLASS A SHARES 1.03% 4.475 B $ 13114674 2012/06/30 -172.019 M $ -3.85 %
2025/09/30 LRCX LAM RESEARCH CORP 0.78% 3.390 B $ 25315029 2024/12/31 1.113 B $ 37.56 %
2025/09/30 BAC BANK OF AMERICA CORP 0.78% 3.376 B $ 65425698 2012/06/30 262.316 M $ 9.02 %
2025/09/30 GOOG ALPHABET INC-CL C 0.72% 3.146 B $ 12918830 2015/12/31 915.972 M $ 37.30 %
2025/09/30 WMT WALMART INC 0.72% 3.122 B $ 30291886 2012/06/30 168.819 M $ 5.40 %
2025/09/30 VOO VANGUARD S&P 500 ETF 0.70% 3.047 B $ 4968898 2013/12/31 235.642 M $ 7.81 %
2025/09/30 CVX CHEVRON CORP 0.64% 2.769 B $ 17828843 2012/06/30 183.735 M $ 8.46 %
2025/09/30 XOM EXXON MOBIL CORP 0.62% 2.691 B $ 23873748 2012/03/31 129.581 M $ 4.59 %
2025/09/30 AMAT APPLIED MATERIALS INC 0.59% 2.563 B $ 12520114 2012/06/30 193.651 M $ 11.84 %
2025/09/30 BE BLOOM ENERGY CORP- A 0.58% 2.507 B $ 29647240 2018/09/30 2.748 B $ 253.55 %
2025/09/30 QQQ INVESCO QQQ TRUST SERIES 1 0.57% 2.481 B $ 4126201 2018/06/30 216.755 M $ 8.83 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.56% 2.443 B $ 13174311 2012/06/30 431.248 M $ 21.38 %
2025/09/30 MA MASTERCARD INC - A 0.55% 2.409 B $ 4235399 2012/06/30 29.262 M $ 1.22 %
2025/09/30 PG PROCTER & GAMBLE CO/THE 0.53% 2.325 B $ 15132751 2012/06/30 -90.050 M $ -3.56 %
2025/09/30 WFC WELLS FARGO & CO 0.52% 2.280 B $ 27205943 2012/06/30 103.296 M $ 4.62 %
2025/09/30 MS MORGAN STANLEY 0.52% 2.268 B $ 14260650 2013/06/30 243.237 M $ 12.84 %
2025/09/30 LLY ELI LILLY & CO 0.52% 2.266 B $ 2970160 2012/06/30 -48.236 M $ -2.12 %
2025/09/30 ABBV ABBVIE INC 0.51% 2.241 B $ 9675877 2012/12/31 425.561 M $ 24.75 %
2025/09/30 TSLA TESLA INC 0.51% 2.223 B $ 4996960 2012/03/31 657.369 M $ 40.00 %
2025/09/30 CSCO CISCO SYSTEMS INC 0.51% 2.207 B $ 32256632 2012/06/30 -32.406 M $ -1.38 %
2025/09/30 SPY SPDR S&P 500 ETF TRUST 0.49% 2.111 B $ 3164112 2012/06/30 151.268 M $ 7.84 %
2025/09/30 VTV VANGUARD VALUE ETF 0.48% 2.072 B $ 11112521 2012/06/30 103.668 M $ 5.51 %
2025/09/30 BLK BLACKROCK INC 0.46% 2.016 B $ 1729300 2024/12/31 226.103 M $ 11.11 %
2025/09/30 ORCL ORACLE CORP 0.46% 1.999 B $ 7092738 2012/06/30 423.478 M $ 28.50 %
2025/09/30 HD HOME DEPOT INC 0.45% 1.972 B $ 4863500 2012/06/30 201.003 M $ 10.52 %
2025/09/30 TJX TJX COMPANIES INC 0.45% 1.939 B $ 13391533 2012/06/30 273.638 M $ 17.06 %
2025/09/30 VUG VANGUARD GROWTH ETF 0.43% 1.858 B $ 3868093 2012/06/30 160.147 M $ 9.39 %
2025/09/30 ABT ABBOTT LABORATORIES 0.41% 1.804 B $ 13500829 2012/06/30 -26.913 M $ -1.53 %
2025/09/30 DIS WALT DISNEY CO/THE 0.39% 1.710 B $ 14929999 2012/06/30 -145.110 M $ -7.67 %
2025/09/30 PH PARKER HANNIFIN CORP 0.38% 1.674 B $ 2207996 2012/06/30 130.979 M $ 8.54 %
2025/09/30 LIN LINDE PLC 0.38% 1.662 B $ 3499368 2023/03/31 20.982 M $ 1.24 %
2025/09/30 IBM INTL BUSINESS MACHINES CORP 0.36% 1.557 B $ 5519633 2012/06/30 -70.207 M $ -4.28 %
2025/09/30 AGG ISHARES CORE U.S. AGGREGATE 0.36% 1.557 B $ 15507033 2012/12/31 15.291 M $ 1.06 %
2025/09/30 T AT&T INC 0.36% 1.551 B $ 54915436 2012/06/30 -38.673 M $ -2.42 %
2025/09/30 C CITIGROUP INC 0.35% 1.520 B $ 14959253 2012/06/30 248.588 M $ 19.23 %
2025/09/30 QCOM QUALCOMM INC 0.34% 1.492 B $ 8966223 2012/06/30 59.048 M $ 4.46 %
2025/09/30 XLK TECHNOLOGY SELECT SECT SPDR 0.34% 1.489 B $ 5283252 2012/12/31 138.324 M $ 11.30 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.34% 1.480 B $ 6739609 2024/09/30 357.463 M $ 30.15 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.34% 1.465 B $ 32473834 2012/06/30 -38.770 M $ -2.57 %
2025/09/30 BK BANK OF NEW YORK MELLON CORP 0.33% 1.454 B $ 13345266 2012/06/30 201.892 M $ 19.59 %
2025/09/30 IEF ISHARES 7-10 YEAR TREASURY B 0.33% 1.443 B $ 14950581 2013/06/30 8.045 M $ 0.74 %
2025/09/30 ADI ANALOG DEVICES INC 0.33% 1.443 B $ 5872418 2012/06/30 48.590 M $ 3.23 %
2025/09/30 ETN EATON CORP PLC 0.33% 1.433 B $ 3829411 2013/06/30 61.707 M $ 4.83 %
2025/09/30 CB CHUBB LTD 0.33% 1.426 B $ 5053497 2016/03/31 -34.556 M $ -2.58 %
2025/09/30 NFLX NETFLIX INC 0.33% 1.422 B $ 1187659 2012/06/30 -141.945 M $ -10.44 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.32% 1.398 B $ 16624827 2021/06/30 69.414 M $ 8.62 %
2025/09/30 COST COSTCO WHOLESALE CORP 0.32% 1.375 B $ 1487327 2012/06/30 -100.045 M $ -6.48 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.31% 1.363 B $ 1707317 2013/06/30 167.964 M $ 12.48 %
2025/09/30 MBB ISHARES MBS ETF 0.31% 1.358 B $ 14290044 2013/06/30 17.647 M $ 1.34 %
2025/09/30 MCD MCDONALD'S CORP 0.31% 1.344 B $ 4422014 2012/06/30 51.578 M $ 4.01 %
2025/09/30 MRK MERCK & CO. INC. 0.31% 1.337 B $ 15933909 2012/06/30 62.957 M $ 6.03 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.31% 1.336 B $ 13637349 2019/06/30 57.602 M $ 5.01 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.30% 1.311 B $ 3970416 2012/06/30 41.189 M $ 4.17 %
2025/09/30 CME CME GROUP INC 0.30% 1.300 B $ 4812914 2012/06/30 -25.424 M $ -1.97 %
2025/09/30 UNP UNION PACIFIC CORP 0.30% 1.289 B $ 5453841 2012/06/30 44.686 M $ 2.73 %
2025/09/30 MO ALTRIA GROUP INC 0.30% 1.286 B $ 19567823 2012/06/30 121.815 M $ 12.76 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.29% 1.281 B $ 3710531 2012/06/30 106.763 M $ 10.68 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING 0.29% 1.264 B $ 4323554 2012/06/30 -62.392 M $ -4.85 %
2025/09/30 ETR ENTERGY CORP 0.29% 1.264 B $ 13563922 2012/06/30 137.486 M $ 12.11 %
2025/09/30 KO COCA-COLA CO/THE 0.29% 1.254 B $ 18902256 2012/06/30 -76.162 M $ -6.26 %
2025/09/30 WM WASTE MANAGEMENT INC 0.29% 1.251 B $ 5668221 2012/06/30 -43.074 M $ -3.50 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.28% 1.237 B $ 3627155 2012/06/30 169.716 M $ 16.91 %
2025/09/30 COP CONOCOPHILLIPS 0.28% 1.229 B $ 12994674 2012/06/30 52.277 M $ 5.41 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR-SP ADR 0.27% 1.197 B $ 4292906 2012/06/30 221.878 M $ 23.30 %
2025/09/30 MDT MEDTRONIC PLC 0.27% 1.194 B $ 12534866 2015/03/31 117.803 M $ 9.26 %
2025/09/30 ANET ARISTA NETWORKS INC 0.27% 1.175 B $ 8066438 2024/12/31 394.858 M $ 42.42 %
2025/09/30 MMC MARSH & MCLENNAN COS 0.27% 1.161 B $ 5767988 2012/06/30 -117.072 M $ -7.83 %
2025/09/30 CRM SALESFORCE INC 0.27% 1.157 B $ 4883240 2012/06/30 -178.805 M $ -13.09 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.26% 1.137 B $ 5585298 2012/12/31 -6.080 M $ -0.50 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.26% 1.134 B $ 2688223 2020/03/31 -45.512 M $ -3.53 %
2025/09/30 CMCSA COMCAST CORP-CLASS A 0.26% 1.129 B $ 35918430 2012/06/30 -187.302 M $ -11.96 %
2025/09/30 IEFA ISHARES CORE MSCI EAFE ETF 0.26% 1.119 B $ 12815738 2013/06/30 46.567 M $ 4.59 %
2025/09/30 HON HONEYWELL INTERNATIONAL INC 0.25% 1.099 B $ 5219240 2012/06/30 -143.079 M $ -9.61 %
2025/09/30 EBAY EBAY INC 0.25% 1.090 B $ 11979784 2013/06/30 272.981 M $ 22.15 %
2025/09/30 SNPS SYNOPSYS INC 0.25% 1.081 B $ 2191144 2012/06/30 -50.132 M $ -3.76 %
2025/09/30 INTU INTUIT INC 0.25% 1.075 B $ 1574663 2013/06/30 -130.058 M $ -13.29 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.24% 1.043 B $ 8683319 2012/06/30 507.968 M $ 87.62 %
2025/09/30 SPYG SPDR PORTFOLIO S&P 500 GROWT 0.24% 1.036 B $ 9914602 2013/06/30 90.551 M $ 9.64 %
2025/09/30 KLAC KLA CORP 0.24% 1.035 B $ 964358 2012/03/31 175.732 M $ 20.52 %
2025/09/30 IVW ISHARES S&P 500 GROWTH ETF 0.23% 1.017 B $ 8428311 2013/06/30 90.268 M $ 9.65 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.23% 990.046 M $ 1624658 2012/06/30 177.110 M $ 21.87 %
2025/09/30 VO VANGUARD MID-CAP ETF 0.23% 987.709 M $ 3363992 2012/06/30 48.317 M $ 4.97 %
2025/09/30 MDLZ MONDELEZ INTERNATIONAL INC-A 0.22% 977.337 M $ 15664043 2012/12/31 -76.242 M $ -7.37 %
2025/09/30 PNC PNC FINANCIAL SERVICES GROUP 0.22% 952.039 M $ 4737807 2012/06/30 68.691 M $ 7.78 %
2025/09/30 VLO VALERO ENERGY CORP 0.22% 948.744 M $ 5572170 2012/06/30 219.763 M $ 26.66 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC-CL B 0.22% 946.383 M $ 1882004 2012/03/31 32.357 M $ 3.50 %
2025/09/30 BA BOEING CO/THE 0.22% 936.439 M $ 4339442 2012/06/30 29.608 M $ 3.01 %
2025/09/30 SO SOUTHERN CO/THE 0.21% 929.354 M $ 9806272 2012/03/31 28.674 M $ 3.20 %
2025/09/30 EA ELECTRONIC ARTS INC 0.21% 926.194 M $ 4591869 2012/03/31 177.115 M $ 26.30 %
2025/09/30 NOW SERVICENOW INC 0.21% 918.399 M $ 998198 2012/06/30 -103.936 M $ -10.49 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.20% 891.744 M $ 2276927 2012/06/30 -116.834 M $ -12.03 %