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
DFBG
4751
DELISTED
Differential Brands Group Inc
DFBG
$1K ﹤0.01%
30
ALL.PRC.CL
4752
DELISTED
The Allstate Corporation
ALL.PRC.CL
$1K ﹤0.01%
47
+16
+52% +$340
WEB
4753
DELISTED
Web.com Group, Inc.
WEB
$1K ﹤0.01%
85
-564,668
-100% -$6.64M
JJC
4754
DELISTED
iPath Bloomberg Copper Subindex Total Return ETN due October 22, 2037
JJC
$1K ﹤0.01%
33
STI.PRE.CL
4755
DELISTED
SunTrust Banks, Inc.
STI.PRE.CL
$1K ﹤0.01%
30
+15
+100% +$500
EQCO.CL
4756
DELISTED
Equity Commonwealth
EQCO.CL
$1K ﹤0.01%
+39
New +$1K
YUME
4757
DELISTED
YuMe, Inc.
YUME
$1K ﹤0.01%
250
+80
+47% +$320
CCV.CL
4758
DELISTED
Comcast Corporation
CCV.CL
$1K ﹤0.01%
40
+16
+67% +$400
CUNB
4759
DELISTED
CU Bancorp
CUNB
$1K ﹤0.01%
60
SHOR
4760
DELISTED
ShoreTel, Inc.
SHOR
$1K ﹤0.01%
175
-148,283
-100% -$847K
WSTL
4761
DELISTED
Westell Technologies Inc
WSTL
$1K ﹤0.01%
171
-380
-69% -$2.22K
UAM
4762
DELISTED
Universal American Corp
UAM
$1K ﹤0.01%
130
-10,247
-99% -$78.8K
MEET
4763
DELISTED
The Meet Group, Inc. Common Stock
MEET
$1K ﹤0.01%
700
MOBI
4764
DELISTED
Sky-mobi Limited ADS
MOBI
$1K ﹤0.01%
79
-8
-9% -$101
BLOX
4765
DELISTED
Infoblox Inc
BLOX
$1K ﹤0.01%
80
TBRA
4766
DELISTED
Tobira Therapeutics, Inc. Common Stock
TBRA
$1K ﹤0.01%
+93
New +$1K
PTX
4767
DELISTED
Pernix Therapeutics Holdings, Inc.
PTX
$1K ﹤0.01%
10
ELB.CL
4768
DELISTED
ENTERGY LOUISIANA, LLC 1ST MTG BDS 6% SER DUE 3/15/2040
ELB.CL
$1K ﹤0.01%
58
+29
+100% +$500
SMT
4769
DELISTED
SMART TECHNOLOGIES INC COM NEW
SMT
$1K ﹤0.01%
62
OPWR
4770
DELISTED
OPOWER INC COM STK (DE)
OPWR
$1K ﹤0.01%
+50
New +$1K
UNIS
4771
DELISTED
Unilife Corporation
UNIS
$1K ﹤0.01%
23
-10
-30% -$435
REDF
4772
DELISTED
REDIFF.COM INDIA LTD ADS
REDF
$1K ﹤0.01%
326
+46
+16% +$141
CBNJ
4773
DELISTED
CAPE BANCORP, INC COM
CBNJ
$1K ﹤0.01%
140
PSUN
4774
DELISTED
PACIFIC SUNWEAR OF CAL. INC
PSUN
$1K ﹤0.01%
410
RLD
4775
DELISTED
REALD INC COM STK
RLD
$1K ﹤0.01%
90