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
2451
$2.67M ﹤0.01%
68,096
+10,520
2452
$2.66M ﹤0.01%
16,577
+396
2453
$2.66M ﹤0.01%
65,163
+1,576
2454
$2.65M ﹤0.01%
130,008
-11,798
2455
$2.65M ﹤0.01%
100,725
-4,666
2456
$2.65M ﹤0.01%
85,741
+58,093
2457
$2.65M ﹤0.01%
53,704
+13,520
2458
$2.64M ﹤0.01%
95,769
-2,348,070
2459
$2.63M ﹤0.01%
147,797
-43,706
2460
$2.63M ﹤0.01%
40,751
+26,074
2461
$2.63M ﹤0.01%
97,009
-78,199
2462
$2.62M ﹤0.01%
259,750
+48,055
2463
$2.61M ﹤0.01%
532,126
-21,793
2464
$2.61M ﹤0.01%
233,154
-21,010
2465
$2.61M ﹤0.01%
223,168
+31,218
2466
$2.6M ﹤0.01%
81,635
+34,617
2467
$2.6M ﹤0.01%
63,005
-98,335
2468
$2.59M ﹤0.01%
1,015,264
-689,576
2469
$2.59M ﹤0.01%
+51,260
2470
$2.58M ﹤0.01%
87,079
+55,363
2471
$2.58M ﹤0.01%
57,910
+1,465
2472
$2.58M ﹤0.01%
25,438
+10,725
2473
$2.57M ﹤0.01%
189,833
-10,996
2474
$2.57M ﹤0.01%
115,187
+16,535
2475
$2.57M ﹤0.01%
52,508
+35,542