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
ARPI
4776
DELISTED
AMERICAN RESIDENTIAL PPTYS INC COM
ARPI
$1K ﹤0.01%
70
-86,340
-100% -$1.23M
WAVX
4777
DELISTED
WAVE SYS CORP CL A NEW COM STK (DE)
WAVX
$1K ﹤0.01%
62
+51
+464% +$823
HUB.A
4778
DELISTED
HUBBELL INC CL-A
HUB.A
$1K ﹤0.01%
+10
New +$1K
HKTV
4779
DELISTED
HONG KONG TELEVISION NETWORK LTD
HKTV
$1K ﹤0.01%
131
VIMC
4780
DELISTED
VIMICRO INTERNATIONAL CORP ADR (KY)
VIMC
$1K ﹤0.01%
66
+46
+230% +$697
HELI
4781
DELISTED
CHC GROUP LTD SHS NEW (CYM)
HELI
$1K ﹤0.01%
+5
New +$1K
GAME
4782
DELISTED
SHANDA GAMES LTD SPON ADR REPSTG CL A (CAYMAN ISLANDS)
GAME
$1K ﹤0.01%
106
+58
+121% +$547
TEU
4783
DELISTED
BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS)
TEU
$1K ﹤0.01%
709
RNR.PRE
4784
DELISTED
RENAISSANCERE HOLDINGS LTD 5.375% SER E
RNR.PRE
$1K ﹤0.01%
67
+34
+103% +$507
NEE.PRJ
4785
DELISTED
NEXTERA ENERGY CAPITAL HOLDINGS, INC.
NEE.PRJ
$1K ﹤0.01%
26
+13
+100% +$500
CCIH
4786
DELISTED
Chinacache International Holdings Ltd
CCIH
$1K ﹤0.01%
52
+40
+333% +$769
OSIR
4787
DELISTED
Osiris Therapeutics, Inc. Common Stock
OSIR
$1K ﹤0.01%
106
-90
-46% -$849
VTRB
4788
DELISTED
Ventas Realty, Ltd Partnership
VTRB
$1K ﹤0.01%
45
+22
+96% +$489
IMUC
4789
DELISTED
ImmunoCellular Therapeutics, Ltd.
IMUC
$1K ﹤0.01%
25
TCF.PRB.CL
4790
DELISTED
TCF Financial Corporation
TCF.PRB.CL
$1K ﹤0.01%
46
+23
+100% +$500
ARE.PRE.CL
4791
DELISTED
Alexandria Real Estate Equities
ARE.PRE.CL
$1K ﹤0.01%
30
+15
+100% +$500
FRC.PRA.CL
4792
DELISTED
First Republic Bank
FRC.PRA.CL
$1K ﹤0.01%
+56
New +$1K
AHL.PRA.CL
4793
DELISTED
ASPEN Insurance Holding Limited
AHL.PRA.CL
$1K ﹤0.01%
+36
New +$1K
AMIC
4794
DELISTED
AMERICAN INDEPENDENCE CORP
AMIC
$1K ﹤0.01%
74
MOKO
4795
DELISTED
MOKO SOCIAL MEDIA LTD SPONSORED ADR (AUS)
MOKO
$1K ﹤0.01%
+110
New +$1K
ELJ
4796
DELISTED
ENTERGY LOUISIANA, LLC First Mortgage Bonds, 5.25% Series due July 1, 2052,
ELJ
$1K ﹤0.01%
+36
New +$1K
IMH
4797
DELISTED
Impac Mortgage Holdings Inc.
IMH
$1K ﹤0.01%
137
PERF
4798
DELISTED
Perfumania Holdings, Inc.
PERF
$1K ﹤0.01%
+125
New +$1K
TRIT
4799
DELISTED
TRI-TECH HLDG INC ORD SHS (KY)
TRIT
$1K ﹤0.01%
2,000
HRG
4800
DELISTED
HRG Group, Inc.
HRG
$1K ﹤0.01%
110