Ameriprise Portfolio holdings
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.
Top Buys
| 1 |
Apple
AAPL
|
$684M |
| 2 |
American Tower
AMT
|
$367M |
| 3 |
TJX Companies
TJX
|
$337M |
| 4 |
Thermo Fisher Scientific
TMO
|
$335M |
| 5 |
Arista Networks
ANET
|
$310M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$986M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$658M |
| 3 |
Qualcomm
QCOM
|
$570M |
| 4 |
United Parcel Service
UPS
|
$522M |
| 5 |
Eaton
ETN
|
$456M |
Sector Composition
| 1 | Technology | 25.23% |
| 2 | Financials | 10.48% |
| 3 | Healthcare | 9.58% |
| 4 | Industrials | 8.24% |
| 5 | Consumer Discretionary | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Insulet
PODD
$24.5B
| $352M | 0.1% |
1,744,274
+403,422
| +30% | +$81.4M |
|
227
Schwab US Large-Cap Growth ETF
SCHG
$48.4B
| $350M | 0.09% |
13,893,836
+1,343,024
| +11% | +$33.9M |
|
228
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $347M | 0.09% |
1,905,193
+24,446
| +1% | +$4.46M |
|
229
Cintas
CTAS
$82.4B
| $346M | 0.09% |
1,975,088
+157,736
| +9% | +$27.6M |
|
230
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.4B
| $343M | 0.09% |
5,892,255
+52,893
| +0.9% | +$3.08M |
|
231
Packaging Corp of America
PKG
$19.8B
| $338M | 0.09% |
1,852,912
+475,291
| +35% | +$86.8M |
|
232
Biogen
BIIB
$20.6B
| $336M | 0.09% |
1,450,005
+651,345
| +82% | +$151M |
|
233
WEC Energy
WEC
$34.7B
| $332M | 0.09% |
4,241,244
+61,211
| +1% | +$4.8M |
|
234
Waste Connections
WCN
$46.1B
| $331M | 0.09% |
1,818,404
-2,290
| -0.1% | -$417K |
|
235
Republic Services
RSG
$71.7B
| $331M | 0.09% |
1,702,766
+47,851
| +3% | +$9.3M |
|
236
iShares 10-20 Year Treasury Bond ETF
TLH
$11.4B
| $328M | 0.09% |
3,191,856
-274,600
| -8% | -$28.2M |
|
237
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $327M | 0.09% |
3,821,452
-175,737
| -4% | -$15.1M |
|
238
Centene
CNC
$14.2B
| $325M | 0.09% |
4,907,132
-718,960
| -13% | -$47.7M |
|
239
Lennar Class A
LEN
$36.7B
| $320M | 0.09% |
2,206,920
-35,946
| -2% | -$5.22M |
|
240
Micron Technology
MU
$147B
| $319M | 0.09% |
2,423,439
+150,962
| +7% | +$19.9M |
|
|
XYZ
241
Block, Inc.
XYZ
$45.7B
| $316M | 0.09% |
4,906,385
+621,391
| +15% | +$40.1M |
|
242
Sherwin-Williams
SHW
$92.9B
| $315M | 0.09% |
1,054,652
-77,659
| -7% | -$23.2M |
|
243
Baxter International
BAX
$12.5B
| $313M | 0.08% |
9,367,847
-5,850,575
| -38% | -$196M |
|
244
Tapestry
TPR
$21.7B
| $312M | 0.08% |
7,301,192
+306,600
| +4% | +$13.1M |
|
245
Hartford Financial Services
HIG
$37B
| $310M | 0.08% |
3,046,574
-333,303
| -10% | -$33.9M |
|
246
Cardinal Health
CAH
$35.7B
| $310M | 0.08% |
3,148,285
-475,587
| -13% | -$46.8M |
|
247
Canadian Natural Resources
CNQ
$63.2B
| $309M | 0.08% |
8,680,084
+229,284
| +3% | +$8.16M |
|
248
Intercontinental Exchange
ICE
$99.8B
| $307M | 0.08% |
2,239,083
-184,329
| -8% | -$25.2M |
|
249
CDW
CDW
$22.2B
| $306M | 0.08% |
1,368,595
+1,199,668
| +710% | +$269M |
|
250
SPDR Portfolio S&P 500 Value ETF
SPYV
$28B
| $306M | 0.08% |
6,271,738
+84,143
| +1% | +$4.1M |
|