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
+12.28%
1 Year Return
+20.64%
3 Year Return
+85.17%
5 Year Return
+151.66%
10 Year Return
+378.7%
AUM
$406B
AUM Growth
+$406B
Cap. Flow
+$1.74B
Cap. Flow %
0.43%
Top 10 Hldgs %
21.35%
Holding
4,139
New
144
Increased
1,840
Reduced
1,820
Closed
198

Sector Composition

1 Technology 25.11%
2 Financials 11.83%
3 Industrials 8.16%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DIBS icon
3826
1stdibs.com
DIBS
$99.3M
$37.3K ﹤0.01% 13,567 -673 -5% -$1.85K
ORGN icon
3827
Origin Materials
ORGN
$80.2M
$36.4K ﹤0.01% 75,387 +39,856 +112% +$19.3K
ABUS icon
3828
Arbutus Biopharma
ABUS
$711M
$35.4K ﹤0.01% 11,440 -7,361 -39% -$22.7K
IRWD icon
3829
Ironwood Pharmaceuticals
IRWD
$214M
$34.5K ﹤0.01% 48,127 -1,494 -3% -$1.07K
VERI icon
3830
Veritone
VERI
$169M
$31.1K ﹤0.01% 24,680 -406 -2% -$512
ABEV icon
3831
Ambev
ABEV
$34.9B
$30.8K ﹤0.01% 12,766 +1,911 +18% +$4.61K
ANRO icon
3832
Alto Neuroscience
ANRO
$99.6M
$29.9K ﹤0.01% 13,582 -1,687 -11% -$3.71K
CBAT icon
3833
CBAK Energy Technology
CBAT
$82.4M
$23.6K ﹤0.01% 19,999
GROY icon
3834
Gold Royalty Corp
GROY
$618M
$22.1K ﹤0.01% 10,000
LCTX icon
3835
Lineage Cell Therapeutics
LCTX
$267M
$21.3K ﹤0.01% 23,500 -23,397 -50% -$21.2K
SNAL icon
3836
Snail Inc
SNAL
$34.8M
$20K ﹤0.01% 14,600 -500 -3% -$685
ALEC icon
3837
Alector
ALEC
$238M
$19.8K ﹤0.01% 14,135 +3,449 +32% +$4.83K
TLRY icon
3838
Tilray
TLRY
$1.52B
$19.2K ﹤0.01% 46,248 -10,260 -18% -$4.25K
OXBR icon
3839
Oxbridge Re Holdings
OXBR
$16.2M
$17.4K ﹤0.01% 10,000
WOLF icon
3840
Wolfspeed
WOLF
$194M
$13.1K ﹤0.01% 32,782 -351,322 -91% -$140K
MPTI.WS
3841
M-tron Industries, Inc. Warrants to Purchase Shares of Common Stock, Expiring on or before April 25, 2028
MPTI.WS
$4.8M
$11.2K ﹤0.01% +10,778 New +$11.2K
GRWG icon
3842
GrowGeneration
GRWG
$102M
$11K ﹤0.01% 11,722 -525 -4% -$491
CHPT icon
3843
ChargePoint
CHPT
$263M
$10.7K ﹤0.01% 15,234 -33,594 -69% -$23.6K
RVP icon
3844
Retractable Technologies
RVP
$25.1M
$9.21K ﹤0.01% 14,400 -1,000 -6% -$640
GORO icon
3845
Gold Resource Corp
GORO
$68.9M
$8.85K ﹤0.01% 14,514
SCD.RT
3846
DELISTED
LMP Capital and Income Fund Inc. Rights (expiring July 11, 2025)
SCD.RT
$1.54K ﹤0.01% +21,720 New +$1.54K
RCKT icon
3847
Rocket Pharmaceuticals
RCKT
$354M
-12,384 Closed -$82.6K
RDUS
3848
DELISTED
Radius Recycling
RDUS
-1,769,954 Closed -$51.1M
REAX icon
3849
Real Brokerage
REAX
$1.13B
-13,153 Closed -$53.4K
RICK icon
3850
RCI Hospitality Holdings
RICK
$324M
-5,367 Closed -$230K