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
1901
$6.06M ﹤0.01%
+200,581
1902
$6.06M ﹤0.01%
139,859
+41,136
1903
$6.06M ﹤0.01%
1,193,308
+1,030,730
1904
$6.05M ﹤0.01%
94,912
-191,136
1905
$6.04M ﹤0.01%
65,639
-66,403
1906
$6.04M ﹤0.01%
225,273
+4,891
1907
$6.02M ﹤0.01%
+54,774
1908
$6.02M ﹤0.01%
157,344
-36,349
1909
$6.01M ﹤0.01%
54,798
+1,466
1910
$6M ﹤0.01%
230,988
+18,065
1911
$6M ﹤0.01%
210,439
-5,129
1912
$5.99M ﹤0.01%
199,193
-16,186
1913
$5.97M ﹤0.01%
105,915
-24,435
1914
$5.97M ﹤0.01%
215,356
+40,134
1915
$5.96M ﹤0.01%
49,206
-3,643
1916
$5.95M ﹤0.01%
179,221
-8,451
1917
$5.95M ﹤0.01%
316,696
+14,128
1918
$5.94M ﹤0.01%
228,405
+38,213
1919
$5.93M ﹤0.01%
98,797
-93,166
1920
$5.92M ﹤0.01%
454,009
-248,283
1921
$5.9M ﹤0.01%
142,535
-10,723
1922
$5.89M ﹤0.01%
60,475
-180,393
1923
$5.89M ﹤0.01%
208,773
+155,208
1924
$5.89M ﹤0.01%
102,544
-67,046
1925
$5.88M ﹤0.01%
183,095
+118,625