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
1026
$21.5M 0.01%
1,183,483
-31,345
1027
$21.5M 0.01%
456,991
-165,986
1028
$21.4M 0.01%
733,339
-109,598
1029
$21.4M 0.01%
233,393
-29,855
1030
$21.4M 0.01%
819,091
-5,449,360
1031
$21.4M 0.01%
315,758
+104,214
1032
$21.2M 0.01%
168,129
-32,039
1033
$21.1M 0.01%
655,260
-5,967
1034
$21.1M 0.01%
137,251
+26,827
1035
$21M 0.01%
153,134
+69,989
1036
$21M 0.01%
252,656
-55,708
1037
$21M 0.01%
229,188
+36,067
1038
$21M 0.01%
352,259
+26,134
1039
$20.8M 0.01%
957,458
-27,067
1040
$20.7M 0.01%
267,785
-65,162
1041
$20.6M 0.01%
256,816
-63,775
1042
$20.6M 0.01%
562,230
-58,368
1043
$20.6M 0.01%
260,246
-4,992
1044
$20.5M 0.01%
130,917
+13,808
1045
$20.4M 0.01%
364,110
+307,295
1046
$20.4M 0.01%
214,066
+32,781
1047
$20.4M 0.01%
928,702
-175,944
1048
$20.4M 0.01%
168,083
-54,233
1049
$20.4M 0.01%
175,560
-75,461
1050
$20.3M 0.01%
201,453
+6,334