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
+5.97%
1 Year Return
+20.64%
3 Year Return
+85.17%
5 Year Return
+151.66%
10 Year Return
+378.7%
AUM
$172B
AUM Growth
+$5.38B
Cap. Flow
-$3.42B
Cap. Flow %
-1.99%
Top 10 Hldgs %
11.59%
Holding
6,408
New
98
Increased
2,027
Reduced
1,377
Closed
2,514

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UTEK
2351
DELISTED
Ultratech Inc.
UTEK
$2.34M ﹤0.01%
125,953
+1,264
+1% +$23.5K
FXI icon
2352
iShares China Large-Cap ETF
FXI
$7.02B
$2.33M ﹤0.01%
55,652
+2,455
+5% +$103K
TTPH
2353
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
$2.32M ﹤0.01%
2,915
-566
-16% -$449K
VRA icon
2354
Vera Bradley
VRA
$57M
$2.3M ﹤0.01%
112,605
+23,673
+27% +$482K
BIN
2355
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
$2.28M ﹤0.01%
75,839
-127,440
-63% -$3.83M
HURN icon
2356
Huron Consulting
HURN
$2.48B
$2.28M ﹤0.01%
33,295
+2,890
+10% +$198K
UCP
2357
DELISTED
UCP, Inc.
UCP
$2.28M ﹤0.01%
216,900
+4,480
+2% +$47K
GVT
2358
DELISTED
COLOMBIA SELECT LARGE CAP VALUE ETF
GVT
$2.28M ﹤0.01%
50,022
FAB icon
2359
First Trust Multi Cap Value AlphaDEX Fund
FAB
$123M
$2.27M ﹤0.01%
48,126
-3,879
-7% -$183K
PCY icon
2360
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.27B
$2.27M ﹤0.01%
80,620
+15,553
+24% +$438K
ATRC icon
2361
AtriCure
ATRC
$1.8B
$2.27M ﹤0.01%
113,583
+500
+0.4% +$9.98K
SDOG icon
2362
ALPS Sector Dividend Dogs ETF
SDOG
$1.23B
$2.26M ﹤0.01%
59,491
+2,892
+5% +$110K
RPX
2363
DELISTED
COLUMBIA LARGE CAP GROWTH ETF
RPX
$2.25M ﹤0.01%
52,510
+5,000
+11% +$214K
HZO icon
2364
MarineMax
HZO
$558M
$2.24M ﹤0.01%
111,723
+830
+0.7% +$16.6K
AMWD icon
2365
American Woodmark
AMWD
$993M
$2.24M ﹤0.01%
55,263
+1,612
+3% +$65.2K
SPOK icon
2366
Spok Holdings
SPOK
$362M
$2.23M ﹤0.01%
128,181
-1,971
-2% -$34.2K
AMAG
2367
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
$2.22M ﹤0.01%
52,078
+15,125
+41% +$645K
ERIC icon
2368
Ericsson
ERIC
$26.9B
$2.22M ﹤0.01%
183,034
+14,932
+9% +$181K
SCHB icon
2369
Schwab US Broad Market ETF
SCHB
$37.2B
$2.21M ﹤0.01%
266,076
+238,776
+875% +$1.98M
GNMA icon
2370
iShares GNMA Bond ETF
GNMA
$369M
$2.2M ﹤0.01%
43,377
+42,766
+6,999% +$2.17M
EBIX
2371
DELISTED
Ebix Inc
EBIX
$2.2M ﹤0.01%
129,268
-4,183
-3% -$71.1K
KKD
2372
DELISTED
KRISPY KREME DOUGHNUTS INC
KKD
$2.19M ﹤0.01%
111,122
+8,930
+9% +$176K
SUP
2373
DELISTED
Superior Industries International
SUP
$2.19M ﹤0.01%
110,704
+3,385
+3% +$67K
CSG
2374
DELISTED
CHAMBERS STR PPTYS COM
CSG
$2.19M ﹤0.01%
270,438
-46,807
-15% -$379K
EFR
2375
Eaton Vance Senior Floating-Rate Fund
EFR
$343M
$2.18M ﹤0.01%
159,450
-8,297
-5% -$114K