Ameriprise

Ameriprise Portfolio holdings

AUM $442B
1-Year Est. Return 26.2%
 

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
+26.2%
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 +$414M
2 +$315M
3 +$263M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$233M
5
UNH icon
UnitedHealth
UNH
+$218M

Top Sells

1 +$824M
2 +$553M
3 +$482M
4
QCOM icon
Qualcomm
QCOM
+$403M
5
AEP icon
American Electric Power
AEP
+$355M

Sector Composition

1 Technology 23.63%
2 Healthcare 11.97%
3 Financials 10.12%
4 Consumer Discretionary 8.87%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-28,806
3702
-29,750
3703
-106,410
3704
-12,219
3705
-17,150
3706
-46,461
3707
-10,875
3708
-10,998
3709
-6,729
3710
-7,917
3711
-278,169
3712
-234,550
3713
-213,834
3714
-46,650
3715
-5,146
3716
-42,021
3717
-34,376
3718
-6,370
3719
-10,900
3720
-13,000
3721
-21,454
3722
-10,109
3723
-66,190
3724
-33,664
3725
-12,256