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
2326
$3.28M ﹤0.01%
376,645
+4,059
2327
$3.28M ﹤0.01%
+117,687
2328
$3.27M ﹤0.01%
148,657
-3,794
2329
$3.27M ﹤0.01%
49,455
+1,368
2330
$3.26M ﹤0.01%
142,673
+4,270
2331
$3.26M ﹤0.01%
62,495
+4,162
2332
$3.26M ﹤0.01%
606,983
-13,009
2333
$3.25M ﹤0.01%
160,307
-12,167
2334
$3.25M ﹤0.01%
62,909
+38,588
2335
$3.25M ﹤0.01%
603,911
-12,855
2336
$3.23M ﹤0.01%
83,304
-13,936
2337
$3.23M ﹤0.01%
160,947
-31,416
2338
$3.23M ﹤0.01%
143,681
-43,587
2339
$3.22M ﹤0.01%
276,185
-10,917
2340
$3.2M ﹤0.01%
768,008
+16,876
2341
$3.2M ﹤0.01%
42,406
-6,699
2342
$3.19M ﹤0.01%
225,407
-10,496
2343
$3.18M ﹤0.01%
249,280
-18,077
2344
$3.18M ﹤0.01%
22,609
-2,575
2345
$3.18M ﹤0.01%
48,004
-35,954
2346
$3.18M ﹤0.01%
108,605
+26,505
2347
$3.17M ﹤0.01%
57,296
+10,828
2348
$3.17M ﹤0.01%
30,046
-4,475
2349
$3.17M ﹤0.01%
945,722
-193,090
2350
$3.16M ﹤0.01%
147,083
-894