Ameriprise

Ameriprise Portfolio holdings

AUM $406B
 

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
+3.37%
1 Year Return
+20.64%
3 Year Return
+85.17%
5 Year Return
+151.66%
10 Year Return
+378.7%
AUM
$370B
AUM Growth
+$370B
Cap. Flow
+$11.7B
Cap. Flow %
3.17%
Top 10 Hldgs %
20.42%
Holding
3,999
New
147
Increased
1,506
Reduced
2,052
Closed
132

Sector Composition

1 Technology 25.23%
2 Financials 10.48%
3 Healthcare 9.58%
4 Industrials 8.24%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BYND icon
3726
Beyond Meat
BYND
$182M
$74.8K ﹤0.01%
11,149
-5,299
-32% -$35.6K
YEXT icon
3727
Yext
YEXT
$1.1B
$74.6K ﹤0.01%
13,938
-40,953
-75% -$219K
EQX icon
3728
Equinox Gold
EQX
$7.15B
$72.9K ﹤0.01%
13,942
ACHR icon
3729
Archer Aviation
ACHR
$5.55B
$71.2K ﹤0.01%
20,216
+7,621
+61% +$26.8K
CDE icon
3730
Coeur Mining
CDE
$8.78B
$70.7K ﹤0.01%
+12,580
New +$70.7K
IBRX icon
3731
ImmunityBio
IBRX
$2.25B
$70.5K ﹤0.01%
11,155
-3,860
-26% -$24.4K
ELPC icon
3732
Copel
ELPC
$6.05B
$68.9K ﹤0.01%
+11,659
New +$68.9K
AMRX icon
3733
Amneal Pharmaceuticals
AMRX
$3.01B
$68.1K ﹤0.01%
10,724
-385
-3% -$2.45K
SANA icon
3734
Sana Biotechnology
SANA
$721M
$67.9K ﹤0.01%
12,440
+325
+3% +$1.77K
STKL
3735
SunOpta
STKL
$730M
$66.9K ﹤0.01%
12,385
+35
+0.3% +$189
VLRS
3736
Controladora Vuela Compañía de Aviación
VLRS
$703M
$65.4K ﹤0.01%
10,277
-6,629
-39% -$42.2K
SB icon
3737
Safe Bulkers
SB
$437M
$62.9K ﹤0.01%
+10,813
New +$62.9K
AUPH icon
3738
Aurinia Pharmaceuticals
AUPH
$1.54B
$61K ﹤0.01%
+10,685
New +$61K
SBSW icon
3739
Sibanye-Stillwater
SBSW
$5.86B
$59K ﹤0.01%
13,561
-1,871,880
-99% -$8.14M
ITI
3740
DELISTED
Iteris, Inc.
ITI
$58.7K ﹤0.01%
13,558
-3,500
-21% -$15.2K
NAGE
3741
Niagen Bioscience, Inc. Common Stock
NAGE
$788M
$54.8K ﹤0.01%
+20,090
New +$54.8K
GTN icon
3742
Gray Television
GTN
$596M
$53.5K ﹤0.01%
+10,288
New +$53.5K
CRMD icon
3743
CorMedix
CRMD
$1.09B
$50.6K ﹤0.01%
+11,697
New +$50.6K
GBIO icon
3744
Generation Bio
GBIO
$40.3M
$50.1K ﹤0.01%
+17,774
New +$50.1K
NXDR
3745
Nextdoor Holdings
NXDR
$778M
$49.3K ﹤0.01%
+17,737
New +$49.3K
VERI icon
3746
Veritone
VERI
$172M
$48.1K ﹤0.01%
21,280
-60,725
-74% -$137K
ICL icon
3747
ICL Group
ICL
$8.08B
$47.6K ﹤0.01%
+11,114
New +$47.6K
GRWG icon
3748
GrowGeneration
GRWG
$98M
$47K ﹤0.01%
21,864
-531
-2% -$1.14K
AKYA
3749
DELISTED
Akoya BioSciences
AKYA
$46.1K ﹤0.01%
19,700
-15,150
-43% -$35.5K
TRVI icon
3750
Trevi Therapeutics
TRVI
$885M
$44.5K ﹤0.01%
14,948
-6,660
-31% -$19.8K