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
-1.97%
1 Year Return
+20.64%
3 Year Return
+85.17%
5 Year Return
+151.66%
10 Year Return
+378.7%
AUM
$370B
AUM Growth
-$19.2B
Cap. Flow
-$5.19B
Cap. Flow %
-1.4%
Top 10 Hldgs %
18.76%
Holding
4,165
New
112
Increased
1,884
Reduced
1,858
Closed
172

Sector Composition

1 Technology 22.23%
2 Financials 11.94%
3 Healthcare 8.99%
4 Industrials 8.11%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ABUS icon
3826
Arbutus Biopharma
ABUS
$884M
$65.6K ﹤0.01%
18,801
-116
-0.6% -$405
PLUG icon
3827
Plug Power
PLUG
$1.76B
$64.3K ﹤0.01%
47,614
+12,132
+34% +$16.4K
IE icon
3828
Ivanhoe Electric
IE
$1.15B
$63.9K ﹤0.01%
11,004
-2,746
-20% -$16K
ICL icon
3829
ICL Group
ICL
$7.98B
$63.7K ﹤0.01%
11,192
+42
+0.4% +$239
AMBP icon
3830
Ardagh Metal Packaging
AMBP
$2.14B
$62.4K ﹤0.01%
20,677
-372
-2% -$1.12K
DNUT icon
3831
Krispy Kreme
DNUT
$539M
$62K ﹤0.01%
12,601
-247
-2% -$1.22K
CMRC
3832
Commerce.com, Inc. Series 1 Common Stock
CMRC
$373M
$60.5K ﹤0.01%
10,506
+217
+2% +$1.25K
SBSW icon
3833
Sibanye-Stillwater
SBSW
$6.18B
$59.7K ﹤0.01%
13,044
+2,479
+23% +$11.4K
RIG icon
3834
Transocean
RIG
$3.08B
$58.5K ﹤0.01%
18,468
-7,077
-28% -$22.4K
VERI icon
3835
Veritone
VERI
$216M
$58.3K ﹤0.01%
25,086
+3,806
+18% +$8.85K
EVLV icon
3836
Evolv Technologies
EVLV
$1.46B
$57K ﹤0.01%
18,275
-343
-2% -$1.07K
REAX icon
3837
Real Brokerage
REAX
$1.05B
$53.4K ﹤0.01%
13,153
-885
-6% -$3.59K
TERN icon
3838
Terns Pharmaceuticals
TERN
$629M
$52.9K ﹤0.01%
+19,166
New +$52.9K
BBAI icon
3839
BigBear.ai
BBAI
$1.88B
$52.4K ﹤0.01%
18,310
+179
+1% +$512
CIG icon
3840
CEMIG Preferred Shares
CIG
$5.84B
$49.2K ﹤0.01%
27,787
BYND icon
3841
Beyond Meat
BYND
$203M
$49K ﹤0.01%
16,056
+5,713
+55% +$17.4K
VZLA
3842
Vizsla Silver
VZLA
$1.33B
$47.6K ﹤0.01%
+20,950
New +$47.6K
TALK icon
3843
Talkspace
TALK
$434M
$46.9K ﹤0.01%
18,321
+1,146
+7% +$2.93K
JMIA
3844
Jumia Technologies
JMIA
$1.22B
$46.2K ﹤0.01%
21,482
-3,235
-13% -$6.96K
GTN icon
3845
Gray Television
GTN
$604M
$45.5K ﹤0.01%
10,536
-5
-0% -$22
AMLX icon
3846
Amylyx Pharmaceuticals
AMLX
$1.04B
$45.3K ﹤0.01%
12,805
-37,623
-75% -$133K
CIFR icon
3847
Cipher Mining
CIFR
$4.2B
$44.5K ﹤0.01%
19,348
-10,271
-35% -$23.6K
DIBS icon
3848
1stdibs.com
DIBS
$103M
$43.3K ﹤0.01%
14,240
-5,264
-27% -$16K
CHGG icon
3849
Chegg
CHGG
$164M
$42.8K ﹤0.01%
66,920
-199,735
-75% -$128K
NBIS
3850
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.1B
$39.3K ﹤0.01%
+1,863
New +$39.3K