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
+0.82%
1 Year Return
+20.64%
3 Year Return
+85.17%
5 Year Return
+151.66%
10 Year Return
+378.7%
AUM
$166B
AUM Growth
-$3.28B
Cap. Flow
-$2.59B
Cap. Flow %
-1.56%
Top 10 Hldgs %
11.94%
Holding
6,576
New
416
Increased
2,673
Reduced
2,040
Closed
235

Sector Composition

1 Technology 14.11%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.71%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BONA
4701
DELISTED
BONA FILM GROUP LTD SPONSORED ADS
BONA
$2K ﹤0.01%
370
+61
+20% +$330
SPDC
4702
DELISTED
SPEED COMMERCE, INC COM STK
SPDC
$2K ﹤0.01%
700
TC
4703
DELISTED
Thompson Creek Metals Company Inc. Ordinary Shares (Canada)
TC
$2K ﹤0.01%
700
+400
+133% +$1.14K
RBY
4704
DELISTED
RUBICON MENERALS CORP (F)
RBY
$2K ﹤0.01%
1,500
FXEN
4705
DELISTED
FX ENERGY INC
FXEN
$2K ﹤0.01%
645
-145
-18% -$450
ESSX
4706
DELISTED
ESSEX RENTAL CORP. COMMON STOCK
ESSX
$2K ﹤0.01%
900
-3,500
-80% -$7.78K
ENVI
4707
DELISTED
ENVIVIO INC COM STK (DE)
ENVI
$2K ﹤0.01%
1,200
-1,002,045
-100% -$1.67M
KIM.PRH
4708
DELISTED
KIMCO REALTY CORP DEP SH RPSTG 1/100TH REDM PFD CL H
KIM.PRH
$2K ﹤0.01%
64
+32
+100% +$1K
TRNX
4709
DELISTED
TORNIER N V SHARES (NLD)
TRNX
$2K ﹤0.01%
70
NOR
4710
DELISTED
NORANDA ALUM HLDG CORP COM NEW
NOR
$2K ﹤0.01%
61
+7
+13% +$230
CSRE
4711
DELISTED
CSR PLC SPON ADR (UK)
CSRE
$2K ﹤0.01%
+40
New +$2K
RBS.PRM
4712
DELISTED
ROYAL BK SCOTLAND PLC SPONS ADR SER M REPSTG (UK)
RBS.PRM
$2K ﹤0.01%
85
-742
-90% -$17.5K
ACFN
4713
DELISTED
ACORN ENERGY INC COM STK
ACFN
$2K ﹤0.01%
990
MDW
4714
DELISTED
MIDWAY GOLD CORP (CANADA)
MDW
$2K ﹤0.01%
1,555
-115
-7% -$148
PENX
4715
DELISTED
PENFORD CORP
PENX
$2K ﹤0.01%
150
WHX
4716
DELISTED
WHITING USA TRUST I UNITS OF BENE INT
WHX
$2K ﹤0.01%
753
+109
+17% +$290
BIRT
4717
DELISTED
ACTUATE CORPORATION
BIRT
$2K ﹤0.01%
625
KWK
4718
DELISTED
QUICKSILVER RESOURCES INC
KWK
$2K ﹤0.01%
3,190
+1,069
+50% +$670
GAGA
4719
DELISTED
LE GAGA HOLDINGS LTD ADS
GAGA
$2K ﹤0.01%
+420
New +$2K
DNDN
4720
DELISTED
DENDREON CORPORATION
DNDN
$2K ﹤0.01%
1,450
+1,080
+292% +$1.49K
END
4721
DELISTED
ENDEAVOUR INTERNATIONAL CORP NEW (NV)
END
$2K ﹤0.01%
7,672
-140,440
-95% -$36.6K
PRIS
4722
DELISTED
PROMOTORA DE INFORMACIONES SA ADR REPSTG 4 CL A SHS
PRIS
$2K ﹤0.01%
1,967
+1,961
+32,683% +$1.99K
AMTY
4723
DELISTED
AMERITYRE CORPORATION
AMTY
$2K ﹤0.01%
20,500
LMC
4724
DELISTED
LUNDIN MINING CORPORATION
LMC
$2K ﹤0.01%
+500
New +$2K
C.PRK
4725
DELISTED
Citigroup Inc. Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 6.875% Fixed Rate/Floating Rate Noncumulative Preferred Stock, Series K
C.PRK
$2K ﹤0.01%
78
+39
+100% +$1K