Ameriprise

Ameriprise Portfolio holdings

AUM $406B
1-Year Return 20.64%
 

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 Return
-16.69%
1 Year Return
+20.64%
3 Year Return
+85.17%
5 Year Return
+151.66%
10 Year Return
+378.7%
AUM
$190B
AUM Growth
-$50.1B
Cap. Flow
-$903M
Cap. Flow %
-0.47%
Top 10 Hldgs %
15.63%
Holding
3,825
New
115
Increased
1,598
Reduced
1,823
Closed
181

Sector Composition

1 Technology 21.38%
2 Healthcare 12.82%
3 Financials 11.32%
4 Industrials 7.44%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NAGE
3526
Niagen Bioscience, Inc. Common Stock
NAGE
$743M
$46K ﹤0.01%
13,989
-95
-0.7% -$312
CASI icon
3527
CASI Pharmaceuticals
CASI
$37.3M
$45K ﹤0.01%
2,206
-304
-12% -$6.2K
NDP
3528
DELISTED
TORTOISE ENERGY INDEPENDENCE FUND, INC.
NDP
$45K ﹤0.01%
4,847
+2,313
+91% +$21.5K
FRBK
3529
DELISTED
Republic First Bancorp Inc
FRBK
$40K ﹤0.01%
17,916
+3,409
+23% +$7.61K
AR icon
3530
Antero Resources
AR
$10B
$39K ﹤0.01%
55,576
+22,409
+68% +$15.7K
ARLP icon
3531
Alliance Resource Partners
ARLP
$2.88B
$38K ﹤0.01%
12,280
-1,335
-10% -$4.13K
AFMD
3532
DELISTED
Affimed
AFMD
$37K ﹤0.01%
2,320
+70
+3% +$1.12K
BTU icon
3533
Peabody Energy
BTU
$2.25B
$34K ﹤0.01%
11,863
-53,377
-82% -$153K
PXLW icon
3534
Pixelworks
PXLW
$51.5M
$33K ﹤0.01%
977
-2,995
-75% -$101K
GLOP
3535
DELISTED
GASLOG PARTNERS LP
GLOP
$33K ﹤0.01%
14,956
-42,904
-74% -$94.7K
ADMS
3536
DELISTED
Adamas Pharmaceuticals, Inc.
ADMS
$32K ﹤0.01%
11,020
-255,817
-96% -$743K
CIG icon
3537
CEMIG Preferred Shares
CIG
$5.78B
$31K ﹤0.01%
+35,626
New +$31K
CTR
3538
DELISTED
ClearBridge MLP and Midstream Total Return Fund Inc.
CTR
$29K ﹤0.01%
4,391
-1,231
-22% -$8.13K
FMO
3539
DELISTED
Fiduciary/Claymore Energy Infrastructure Fund
FMO
$29K ﹤0.01%
4,632
-3,543
-43% -$22.2K
AT
3540
DELISTED
Atlantic Power Corporation
AT
$29K ﹤0.01%
13,543
-1,400
-9% -$3K
EGLE
3541
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$29K ﹤0.01%
2,220
-1,731
-44% -$22.6K
AGEN
3542
Agenus
AGEN
$135M
$27K ﹤0.01%
557
+31
+6% +$1.5K
EMKR
3543
DELISTED
Emcore Corp
EMKR
$27K ﹤0.01%
1,218
-115
-9% -$2.55K
DRRX icon
3544
DURECT Corp
DRRX
$59.9M
$26K ﹤0.01%
1,681
-9,920
-86% -$153K
IAG icon
3545
IAMGOLD
IAG
$5.83B
$23K ﹤0.01%
10,000
-3,000
-23% -$6.9K
OGI
3546
Organigram Holdings
OGI
$218M
$22K ﹤0.01%
+2,793
New +$22K
VATE icon
3547
INNOVATE Corp
VATE
$73.5M
$21K ﹤0.01%
1,330
-907
-41% -$14.3K
MRNS
3548
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
$21K ﹤0.01%
+2,601
New +$21K
MCHX icon
3549
Marchex
MCHX
$88.8M
$20K ﹤0.01%
13,692
-3,000
-18% -$4.38K
ELVT
3550
DELISTED
Elevate Credit, Inc.
ELVT
$18K ﹤0.01%
17,085