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
TXI
4976
DELISTED
TEXAS INDUSTRIES INC
TXI
-92,382
Closed -$8.53M
FRX
4977
DELISTED
FOREST LABORATORIES INC
FRX
-744,614
Closed -$73.7M
CHTP
4978
DELISTED
CHELSEA THERAPEUTICS INT'L LTD
CHTP
-30
Closed
SYNM
4979
DELISTED
SYNTROLEUM CORP COM STK NEW (DE)
SYNM
$0 ﹤0.01%
+358
New
CWTR
4980
DELISTED
COLDWATER CREEK INC COM STK NEW (DE)
CWTR
$0 ﹤0.01%
500
JRCC
4981
DELISTED
JAMES RIVER COAL NEW
JRCC
$0 ﹤0.01%
380
AMZG
4982
DELISTED
AMERICAN EAGLE ENERGY CORP NEW COM STK (NV)
AMZG
$0 ﹤0.01%
+71
New
CXM
4983
DELISTED
CARDIUM THERAPEUTICS INC NEW
CXM
$0 ﹤0.01%
+25
New
SOQ
4984
DELISTED
SONDE RESOURCES CORP COM NEW (CAD)
SOQ
$0 ﹤0.01%
180
LTON
4985
DELISTED
LINKTONE LTD ADS
LTON
-1
Closed
OCZ
4986
DELISTED
OCZ TECHNOLOGY GROUP INC COM STK NEW (DE)
OCZ
$0 ﹤0.01%
6,000
COGO
4987
DELISTED
COGO GROUP INC ORD SHS (CYM)
COGO
$0 ﹤0.01%
10
STP
4988
DELISTED
SUNTECH POWER HOLDINGS CO., LTD
STP
$0 ﹤0.01%
276
-224
-45%
JAXB
4989
DELISTED
JACKSONVILLE BANCORP INC FLA COM STK NEW
JAXB
-2,001
Closed -$21K
MAXY
4990
DELISTED
MAXYGEN INC
MAXY
-5,190
Closed
BEAT
4991
DELISTED
BioTelemetry, Inc.
BEAT
-30
Closed
IBCB
4992
DELISTED
ISHARES IBONDS MAR 2016 CORPORATE EX-FINANCIALS ETF
IBCB
-500
Closed -$50K
TWGP
4993
DELISTED
TOWER GROUP INTL LTD COM STK (BERMUDA)
TWGP
-1,851
Closed -$3K
SCMR
4994
DELISTED
SYCAMORE NETWORKS INC NEW
SCMR
$0 ﹤0.01%
+10
New
MYRX
4995
DELISTED
MYREXIS INC COM STK
MYRX
$0 ﹤0.01%
1
PWAV
4996
DELISTED
POWERWAVE TECHNOLOGIES INC COM STK (DE)
PWAV
$0 ﹤0.01%
155
+100
+182%
MTE
4997
DELISTED
MAHANAGAR TEL NIGAM ADS (2SHS)
MTE
$0 ﹤0.01%
98
-23
-19%
TAYCP
4998
DELISTED
TAYLOR CAPITAL TR I TR PFD SEC
TAYCP
-400
Closed -$11K
VISN
4999
DELISTED
VisionChina Media, Inc.
VISN
$0 ﹤0.01%
1
-15
-94%
MDTH
5000
DELISTED
MEDCATH CORPORATION
MDTH
$0 ﹤0.01%
192