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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
$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
-29,750
3702
-106,410
3703
-12,219
3704
-17,150
3705
-46,461
3706
-10,875
3707
-10,998
3708
-6,729
3709
-7,917
3710
-278,169
3711
-234,550
3712
-213,834
3713
-66,190
3714
-33,664
3715
-12,256
3716
-11,839
3717
-32,385
3718
-10,870
3719
-10,881
3720
-251,776
3721
-55,286
3722
-68,410
3723
-47,973
3724
0
3725
-123,509