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
2001
$5.26M ﹤0.01%
214,767
-13,180
2002
$5.26M ﹤0.01%
307,991
+53,909
2003
$5.25M ﹤0.01%
467,900
+5,347
2004
$5.24M ﹤0.01%
203,751
+100,288
2005
$5.24M ﹤0.01%
201,004
-10,549
2006
$5.24M ﹤0.01%
101,983
+5,605
2007
$5.23M ﹤0.01%
217,370
-9,020
2008
$5.23M ﹤0.01%
190,036
-34,140
2009
$5.22M ﹤0.01%
88,865
-9,058
2010
$5.22M ﹤0.01%
567,882
+13,515
2011
$5.22M ﹤0.01%
37,681
-5,830
2012
$5.21M ﹤0.01%
177,083
+45,693
2013
$5.2M ﹤0.01%
1,525,025
+249,489
2014
$5.2M ﹤0.01%
115,039
-4,007
2015
$5.2M ﹤0.01%
730,310
+14,252
2016
$5.19M ﹤0.01%
595,109
+255,874
2017
$5.18M ﹤0.01%
132,425
-152,268
2018
$5.17M ﹤0.01%
128,651
-6,580
2019
$5.17M ﹤0.01%
213,470
-6,987
2020
$5.16M ﹤0.01%
667,211
+8,903
2021
$5.16M ﹤0.01%
209,518
+5,142
2022
$5.15M ﹤0.01%
422,848
+8,823
2023
$5.15M ﹤0.01%
15,140
-26,674
2024
$5.15M ﹤0.01%
304,940
+44,605
2025
$5.13M ﹤0.01%
543,188
-23,048