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
1251
$14.8M 0.01%
333,405
+6,037
1252
$14.8M 0.01%
88,946
+11,038
1253
$14.8M 0.01%
96,699
-150,604
1254
$14.8M 0.01%
77,258
+3,942
1255
$14.8M 0.01%
903,939
+8,202
1256
$14.8M 0.01%
231,417
-20,558
1257
$14.7M 0.01%
457,835
-25,574
1258
$14.7M 0.01%
184,394
-5,664
1259
$14.7M 0.01%
426,667
+51,574
1260
$14.6M 0.01%
241,176
-33,290
1261
$14.6M 0.01%
512,313
-29,652
1262
$14.6M 0.01%
18,680
-620
1263
$14.5M 0.01%
651,512
-41,600
1264
$14.5M 0.01%
791,673
+321,998
1265
$14.5M 0.01%
770,622
-268,587
1266
$14.5M 0.01%
193,333
+48,594
1267
$14.4M 0.01%
155,890
-22,208
1268
$14.4M 0.01%
239,635
+5,389
1269
$14.4M 0.01%
747,270
-286,232
1270
$14.4M 0.01%
690,738
+52,493
1271
$14.4M 0.01%
1,149,103
-740
1272
$14.3M 0.01%
735,898
+308,390
1273
$14.3M 0.01%
429,001
-6,496
1274
$14.3M 0.01%
235,902
+36,396
1275
$14.3M 0.01%
558,897
-2,836