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
1201
$15.8M 0.01%
479,314
-16,853
1202
$15.8M 0.01%
109,258
+7,071
1203
$15.8M 0.01%
267,607
+9,124
1204
$15.8M 0.01%
384,034
+234,910
1205
$15.7M 0.01%
352,015
+1,128
1206
$15.7M 0.01%
132,682
-31,138
1207
$15.7M 0.01%
296,555
-48,475
1208
$15.7M 0.01%
134,879
-11,285
1209
$15.6M 0.01%
336,526
+37,957
1210
$15.6M 0.01%
622,906
+80,675
1211
$15.6M 0.01%
305,234
-3,307
1212
$15.6M 0.01%
970,344
-21,182
1213
$15.5M 0.01%
339,991
-15,583
1214
$15.5M 0.01%
65,902
-16,488
1215
$15.5M 0.01%
219,856
-26,922
1216
$15.5M 0.01%
688,047
+417,107
1217
$15.5M 0.01%
255,948
+82,882
1218
$15.5M 0.01%
235,976
-45,224
1219
$15.4M 0.01%
196,543
+9,169
1220
$15.4M 0.01%
548,052
-564,311
1221
$15.4M 0.01%
220,142
-474,618
1222
$15.4M 0.01%
632,742
-1,400,685
1223
$15.4M 0.01%
113,716
-8,251
1224
$15.4M 0.01%
667,210
-57,341
1225
$15.3M 0.01%
811,274
-663,251