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
AVH
4926
DELISTED
AVIANCA HOLDINGS S.A.
AVH
$1K ﹤0.01%
91
+63
+225% +$692
AVEO
4927
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
$1K ﹤0.01%
50
-146
-74% -$2.92K
AXS.PRD.CL
4928
DELISTED
AXIS CAPITAL HOLDINGS LIMITED 5.50% SERIES D Called for Redemption
AXS.PRD.CL
$1K ﹤0.01%
62
+31
+100% +$500
DLIA
4929
DELISTED
DELIA*S INC
DLIA
$0 ﹤0.01%
500
LDK
4930
DELISTED
LDK SOLAR CO LTD.
LDK
$0 ﹤0.01%
100
TBET
4931
DELISTED
TIBET PHARMACEUTICALS INC COM
TBET
$0 ﹤0.01%
5,000
CMED
4932
DELISTED
CHINA MEDICAL TECHNOLOGIES, INC SPN ADR
CMED
$0 ﹤0.01%
1,870
JGBO
4933
DELISTED
Jiangbo Pharmaceuticals, Inc. Common Stock
JGBO
$0 ﹤0.01%
1
ULQ
4934
DELISTED
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
-219
Closed -$11K
NIV
4935
DELISTED
NIVS INTELLIMEDIA TECHNOLOGY GROUP INC COM STK (DE)
NIV
$0 ﹤0.01%
2,500
EVOL
4936
DELISTED
Evolving Systems, Inc.
EVOL
-300
Closed -$3K
NIHD
4937
DELISTED
NII HOLDINGS INC CL B
NIHD
-933
Closed -$1K
GRO
4938
DELISTED
Agria Corp
GRO
$0 ﹤0.01%
30
+20
+200%
RBL
4939
DELISTED
SPDR S&P Russia ETF
RBL
-100
Closed -$3K
RPRX
4940
DELISTED
Repros Therapeutics Inc.
RPRX
$0 ﹤0.01%
40
+30
+300%
GMAN
4941
DELISTED
Gordmans Stores, Inc.
GMAN
-845
Closed -$4K
OXGN
4942
DELISTED
OXIGENE INC COM
OXGN
$0 ﹤0.01%
5
FRP
4943
DELISTED
FAIRPOINT COMMUNICATIONS INC.
FRP
$0 ﹤0.01%
317
+74
+30%
FSGI
4944
DELISTED
FIRST SECURITY GROUP, INC.
FSGI
-3,000
Closed -$7K
BOI
4945
DELISTED
Brookfield Mtge Opportunity Fd
BOI
-200
Closed -$4K
TXCC
4946
DELISTED
TRANSWITCH CORP NEW COM STK (DE)
TXCC
$0 ﹤0.01%
50
SCU
4947
DELISTED
STORM CAT ENERGY CORPORATION
SCU
$0 ﹤0.01%
8,000
ESLR
4948
DELISTED
EVERGREEN SOLAR INC
ESLR
$0 ﹤0.01%
5,018
+1,667
+50%
GGT.RT
4949
DELISTED
GABELLI MULTIMEDIA TR INC SUBSCRIPTION RT EXP 07/18/14
GGT.RT
-35,578
Closed -$6K
CNOB
4950
DELISTED
CONNECTONE BANCORP INC
CNOB
-75
Closed -$4K