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
+8.76%
1 Year Return
+20.64%
3 Year Return
+85.17%
5 Year Return
+151.66%
10 Year Return
+378.7%
AUM
$152B
AUM Growth
+$8.01B
Cap. Flow
-$3.51B
Cap. Flow %
-2.3%
Top 10 Hldgs %
10.95%
Holding
6,254
New
305
Increased
2,480
Reduced
1,865
Closed
236

Sector Composition

1 Financials 14.61%
2 Technology 13.75%
3 Healthcare 11.9%
4 Industrials 11.03%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EWW icon
2451
iShares MSCI Mexico ETF
EWW
$1.94B
$1.24M ﹤0.01%
19,453
+17,949
+1,193% +$1.15M
CVY icon
2452
Invesco Zacks Multi-Asset Income ETF
CVY
$116M
$1.24M ﹤0.01%
52,304
+14,471
+38% +$343K
ILCV icon
2453
iShares Morningstar Value ETF
ILCV
$1.09B
$1.23M ﹤0.01%
33,594
-1,066
-3% -$38.9K
TPLM
2454
DELISTED
Triangle Petroleum Corporation
TPLM
$1.23M ﹤0.01%
124,704
+2,621
+2% +$25.7K
RALY
2455
DELISTED
RALLY SOFTWARE DEV CORP
RALY
$1.22M ﹤0.01%
40,807
+18,837
+86% +$565K
PKT
2456
DELISTED
PROCERA NETWORKS INC NEW COM STK (DE)
PKT
$1.22M ﹤0.01%
78,721
+2,375
+3% +$36.8K
FDML
2457
DELISTED
Federal-Mogul Holdings Corporation
FDML
$1.22M ﹤0.01%
72,532
-109,189
-60% -$1.83M
ILCB icon
2458
iShares Morningstar US Equity ETF
ILCB
$1.13B
$1.22M ﹤0.01%
48,984
+408
+0.8% +$10.1K
VMEM
2459
DELISTED
VIOLIN MEMORY, INC.
VMEM
$1.21M ﹤0.01%
+41,263
New +$1.21M
IBB icon
2460
iShares Biotechnology ETF
IBB
$5.68B
$1.21M ﹤0.01%
17,316
-2,430
-12% -$170K
BCS icon
2461
Barclays
BCS
$72.6B
$1.2M ﹤0.01%
76,253
-5,772
-7% -$91K
FAB icon
2462
First Trust Multi Cap Value AlphaDEX Fund
FAB
$122M
$1.2M ﹤0.01%
29,682
+3,020
+11% +$122K
SATS icon
2463
EchoStar
SATS
$20.5B
$1.2M ﹤0.01%
33,564
+29,028
+640% +$1.03M
HSII icon
2464
Heidrick & Struggles
HSII
$1.04B
$1.19M ﹤0.01%
62,416
+625
+1% +$11.9K
IWP icon
2465
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$1.18M ﹤0.01%
30,246
+9,540
+46% +$373K
KYTH
2466
DELISTED
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
$1.18M ﹤0.01%
25,738
+25,102
+3,947% +$1.15M
MWW
2467
DELISTED
Monster Worldwide Inc
MWW
$1.17M ﹤0.01%
265,466
+9,985
+4% +$44.1K
SYNT
2468
DELISTED
Syntel Inc
SYNT
$1.17M ﹤0.01%
28,696
-540
-2% -$22K
COLE
2469
DELISTED
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
$1.17M ﹤0.01%
95,071
+73,671
+344% +$904K
HZO icon
2470
MarineMax
HZO
$557M
$1.16M ﹤0.01%
95,421
+3,120
+3% +$38.1K
ATI icon
2471
ATI
ATI
$10.8B
$1.16M ﹤0.01%
38,018
-1,482
-4% -$45.3K
EQC
2472
DELISTED
Equity Commonwealth
EQC
$1.15M ﹤0.01%
52,474
+185
+0.4% +$4.05K
HMC icon
2473
Honda
HMC
$44.2B
$1.14M ﹤0.01%
29,986
+1,229
+4% +$46.8K
NOK icon
2474
Nokia
NOK
$24.6B
$1.13M ﹤0.01%
172,723
+147,326
+580% +$962K
IMCV icon
2475
iShares Morningstar Mid-Cap Value ETF
IMCV
$832M
$1.12M ﹤0.01%
32,283
+1,863
+6% +$64.9K