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
-13.28%
1 Year Return
+20.64%
3 Year Return
+85.17%
5 Year Return
+151.66%
10 Year Return
+378.7%
AUM
$287B
AUM Growth
-$52.3B
Cap. Flow
-$2.56B
Cap. Flow %
-0.89%
Top 10 Hldgs %
14.09%
Holding
4,073
New
136
Increased
1,634
Reduced
1,970
Closed
189

Sector Composition

1 Technology 20.82%
2 Healthcare 12.74%
3 Financials 11.16%
4 Industrials 8.53%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
USER
3726
DELISTED
UserTesting, Inc.
USER
$90K ﹤0.01%
+17,855
New +$90K
HMY icon
3727
Harmony Gold Mining
HMY
$8.78B
$89K ﹤0.01%
28,461
-548
-2% -$1.71K
ORMP icon
3728
Oramed Pharmaceuticals
ORMP
$91.4M
$89K ﹤0.01%
19,525
-12,975
-40% -$59.1K
NXE icon
3729
NexGen Energy
NXE
$4.46B
$88K ﹤0.01%
24,481
-2,700
-10% -$9.71K
CHMI
3730
Cherry Hill Mortgage Investment Corp
CHMI
$105M
$87K ﹤0.01%
13,504
+2,640
+24% +$17K
SB icon
3731
Safe Bulkers
SB
$455M
$86K ﹤0.01%
+22,565
New +$86K
AMRS
3732
DELISTED
Amyris Inc.
AMRS
$86K ﹤0.01%
46,418
-21,724
-32% -$40.2K
AMRX icon
3733
Amneal Pharmaceuticals
AMRX
$3.02B
$85K ﹤0.01%
26,652
+9,436
+55% +$30.1K
CVM icon
3734
CEL-SCI Corp
CVM
$72.2M
$82K ﹤0.01%
607
-80
-12% -$10.8K
FCEL icon
3735
FuelCell Energy
FCEL
$92.3M
$80K ﹤0.01%
707
-6,901
-91% -$781K
GTX icon
3736
Garrett Motion
GTX
$2.64B
$78K ﹤0.01%
+10,133
New +$78K
GHM icon
3737
Graham Corp
GHM
$524M
$76K ﹤0.01%
11,000
NAGE
3738
Niagen Bioscience, Inc. Common Stock
NAGE
$750M
$76K ﹤0.01%
45,684
-5,015
-10% -$8.34K
IQ icon
3739
iQIYI
IQ
$2.61B
$75K ﹤0.01%
18,030
+5,178
+40% +$21.5K
RYTM icon
3740
Rhythm Pharmaceuticals
RYTM
$6.78B
$75K ﹤0.01%
+18,140
New +$75K
HUYA
3741
Huya Inc
HUYA
$796M
$74K ﹤0.01%
19,029
-7,909
-29% -$30.8K
NVTA
3742
DELISTED
Invitae Corporation
NVTA
$72K ﹤0.01%
29,583
+8,040
+37% +$19.6K
PNNT
3743
Pennant Park Investment Corp
PNNT
$471M
$68K ﹤0.01%
+11,011
New +$68K
CBAY
3744
DELISTED
Cymabay Therapeutics
CBAY
$66K ﹤0.01%
22,261
-1,400
-6% -$4.15K
MNOV icon
3745
MediciNova
MNOV
$63.3M
$65K ﹤0.01%
25,500
-1,700
-6% -$4.33K
LCTX icon
3746
Lineage Cell Therapeutics
LCTX
$279M
$64K ﹤0.01%
+40,660
New +$64K
FUBO icon
3747
fuboTV
FUBO
$1.37B
$63K ﹤0.01%
25,404
-2,430
-9% -$6.03K
MOMO
3748
Hello Group
MOMO
$1.37B
$62K ﹤0.01%
12,305
-22,545
-65% -$114K
VRM icon
3749
Vroom, Inc. Common Stock
VRM
$140M
$60K ﹤0.01%
598
-24,418
-98% -$2.45M
IRD
3750
Opus Genetics, Inc. Common Stock
IRD
$76.1M
$58K ﹤0.01%
30,099
+251
+0.8% +$484