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
KUTV
5076
DELISTED
KU6 MEDIA CO, LTD AMERICAN DEPOSITORY SHARES
KUTV
$0 ﹤0.01%
11
+10
+1,000%
MY
5077
DELISTED
CHINA MING YANG WIND PWR GRP LTD ADS RSPTG 1 ORD SHS (CHINA)
MY
$0 ﹤0.01%
142
-25
-15%
XUE
5078
DELISTED
XUEDA EDUCATION GROUP ADS REPTG 2 ORD SHS
XUE
$0 ﹤0.01%
18
+7
+64%
LONG
5079
DELISTED
ELONG, INC. AMERICAN DEPOSITARY SHARES
LONG
$0 ﹤0.01%
15
+5
+50%
MTBL
5080
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
$0 ﹤0.01%
68
+46
+209%
BPTH
5081
DELISTED
Bio-Path Holdings Inc
BPTH
-1
Closed -$11K
CYAN
5082
DELISTED
Cyanotech Corp
CYAN
$0 ﹤0.01%
+50
New
ACGN
5083
DELISTED
Aceragen, Inc. Common Stock
ACGN
-1
Closed
FCRD
5084
DELISTED
First Eagle Alternative Capital BDC, Inc. Common Stock
FCRD
$0 ﹤0.01%
10
FNI
5085
DELISTED
First Trust Chindia ETF
FNI
-625
Closed -$19K
STAB
5086
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$0 ﹤0.01%
50
AMPE
5087
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
0
NPTN
5088
DELISTED
NEOPHOTONICS CORP
NPTN
-20
Closed
HSTO
5089
DELISTED
Histogen Inc. Common Stock
HSTO
0
-$1K
LEJU
5090
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
$0 ﹤0.01%
+2
New
PTE
5091
DELISTED
PolarityTE, Inc. Common Stock
PTE
$0 ﹤0.01%
2
HBP
5092
DELISTED
Huttig Building Products, Inc.
HBP
$0 ﹤0.01%
+45
New
VCRA
5093
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
$0 ﹤0.01%
+60
New
GSS
5094
DELISTED
Golden Star Resources Ltd.
GSS
$0 ﹤0.01%
+20
New
GRUB
5095
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
-2,578
Closed -$183K
MLPY
5096
DELISTED
Morgan Stanley Cushing MLP High Income Index ETN
MLPY
-570
Closed -$11K
FPRX
5097
DELISTED
Five Prime Therapeutics, Inc.
FPRX
$0 ﹤0.01%
5
-15
-75%
DTQ
5098
DELISTED
DTE ENERGY COMPANY 2012 Series C 5.25% Junior Subordinated Debentures due 2062
DTQ
$0 ﹤0.01%
19
+10
+111%
GMO
5099
DELISTED
General Moly, Inc.
GMO
-190
Closed
PSA.PRX
5100
DELISTED
PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of
PSA.PRX
$0 ﹤0.01%
20
+10
+100%