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
201
$275M 0.11%
5,332,091
+858,119
202
$273M 0.11%
2,709,782
+1,563,634
203
$270M 0.11%
8,827,180
-481,687
204
$266M 0.11%
2,069,346
+3,469
205
$266M 0.11%
1,993,406
+132,833
206
$266M 0.11%
2,519,821
-446,035
207
$265M 0.11%
16,947,433
-6,127,676
208
$263M 0.11%
2,619,398
+932,223
209
$262M 0.11%
8,348,670
-814,476
210
$260M 0.11%
9,306,620
+2,304,519
211
$260M 0.11%
9,264,826
+595,914
212
$258M 0.1%
3,756,156
+1,063,594
213
$257M 0.1%
4,005,618
+1,357,035
214
$256M 0.1%
1,791,558
+222,408
215
$248M 0.1%
1,943,684
+1,217,541
216
$247M 0.1%
2,211,904
-83,520
217
$247M 0.1%
209,519
+16,853
218
$246M 0.1%
3,950,875
+3,465,569
219
$245M 0.1%
4,232,157
-62,471
220
$243M 0.1%
3,446,012
-1,316,794
221
$242M 0.1%
12,300,501
-561,926
222
$236M 0.1%
3,054,734
-8,449
223
$234M 0.1%
3,809,527
+140,302
224
$234M 0.1%
12,301,228
-308,138
225
$233M 0.09%
1,577,020
+198,030