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 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
126
$418M 0.17%
244,395
-2,274
127
$416M 0.17%
4,551,674
+1,287,999
128
$413M 0.17%
3,356,753
+58,697
129
$411M 0.17%
2,527,308
-1,843,456
130
$406M 0.17%
1,594,432
+70,268
131
$404M 0.16%
4,963,125
-493,944
132
$399M 0.16%
6,931,910
+392,687
133
$395M 0.16%
4,596,542
+1,722,590
134
$395M 0.16%
2,068,435
+972
135
$393M 0.16%
16,775,010
+4,772,000
136
$393M 0.16%
2,544,797
+53,682
137
$386M 0.16%
1,239,801
+77,996
138
$386M 0.16%
1,883,185
-146,332
139
$385M 0.16%
3,440,085
-1,222,497
140
$383M 0.16%
5,457,906
-395,445
141
$383M 0.16%
3,755,460
-374,624
142
$382M 0.16%
3,652,613
-216,100
143
$378M 0.15%
2,537,118
+78,278
144
$378M 0.15%
13,682,303
+1,553,023
145
$369M 0.15%
9,877,640
-1,770,570
146
$366M 0.15%
1,754,737
+276,735
147
$366M 0.15%
17,560,894
+352,724
148
$366M 0.15%
8,965,350
+1,071,336
149
$365M 0.15%
5,281,876
-40,571
150
$363M 0.15%
10,120,317
+2,360,436