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
1126
$17.9M 0.01%
650,833
+148,305
1127
$17.9M 0.01%
274,076
+184,398
1128
$17.9M 0.01%
254,491
-5,799
1129
$17.8M 0.01%
614,834
+60,518
1130
$17.8M 0.01%
252,089
-33,446
1131
$17.8M 0.01%
343,182
+22,060
1132
$17.8M 0.01%
994,819
-2,707
1133
$17.7M 0.01%
725,042
-208,816
1134
$17.7M 0.01%
599,349
+955
1135
$17.6M 0.01%
262,226
-83,308
1136
$17.6M 0.01%
379,673
-17,061
1137
$17.5M 0.01%
1,456,011
+269,713
1138
$17.5M 0.01%
356,128
-1,094
1139
$17.4M 0.01%
2,154,016
-688,621
1140
$17.4M 0.01%
347,677
+55,580
1141
$17.4M 0.01%
229,174
+9,636
1142
$17.3M 0.01%
95,834
-5,074
1143
$17.3M 0.01%
144,679
+19,421
1144
$17.3M 0.01%
792,285
+104,424
1145
$17.3M 0.01%
403,611
-28,248
1146
$17.2M 0.01%
533,970
+34,213
1147
$17.2M 0.01%
301,435
-12,554
1148
$17.2M 0.01%
411,582
+361,319
1149
$17.2M 0.01%
323,012
-27,129
1150
$17.1M 0.01%
157,218
-7,414