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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246B
AUM Growth
+$12.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,862
New
Increased
Reduced
Closed

Top Buys

1 +$413M
2 +$324M
3 +$265M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$232M
5
UNH icon
UnitedHealth
UNH
+$221M

Top Sells

1 +$875M
2 +$550M
3 +$481M
4
QCOM icon
Qualcomm
QCOM
+$445M
5
AEP icon
American Electric Power
AEP
+$352M

Sector Composition

1 Technology 23.63%
2 Healthcare 11.97%
3 Financials 10.12%
4 Consumer Discretionary 8.87%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$461K ﹤0.01%
8,412
+1,363
3227
$460K ﹤0.01%
26,450
-5,435
3228
$460K ﹤0.01%
53,085
+12,640
3229
$460K ﹤0.01%
133,274
-37,569
3230
$460K ﹤0.01%
21,441
-744
3231
$459K ﹤0.01%
19,245
-1,342
3232
$458K ﹤0.01%
43,621
-20,911
3233
$458K ﹤0.01%
313,771
-17,888
3234
$453K ﹤0.01%
23,716
-8,990
3235
$451K ﹤0.01%
90,703
-10,365
3236
$451K ﹤0.01%
3,814
+340
3237
$450K ﹤0.01%
30,515
+3,787
3238
$450K ﹤0.01%
80,048
+42,182
3239
$450K ﹤0.01%
199,869
-1,931
3240
$449K ﹤0.01%
44,582
+24,801
3241
$445K ﹤0.01%
+66,368
3242
$445K ﹤0.01%
49,177
-15,294
3243
$443K ﹤0.01%
14,576
-36,858
3244
$440K ﹤0.01%
49,882
+10,956
3245
$435K ﹤0.01%
28,004
-411
3246
$434K ﹤0.01%
1,135
+49
3247
$434K ﹤0.01%
38,411
-10,542
3248
$433K ﹤0.01%
19,450
-214,840
3249
$432K ﹤0.01%
+202,708
3250
$432K ﹤0.01%
7,146
-99,318