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 |
Walmart
WMT
|
+$518M |
| 2 |
Tesla
TSLA
|
+$448M |
| 3 |
UnitedHealth
UNH
|
+$395M |
| 4 |
Microsoft
MSFT
|
+$383M |
| 5 |
Lam Research
LRCX
|
+$383M |
Top Sells
| 1 |
TE Connectivity
TEL
|
+$652M |
| 2 |
T Rowe Price
TROW
|
+$483M |
| 3 |
Morgan Stanley
MS
|
+$475M |
| 4 |
Philip Morris
PM
|
+$435M |
| 5 |
Meta Platforms (Facebook)
META
|
+$412M |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 11.47% |
| 3 | Financials | 11.29% |
| 4 | Industrials | 8.67% |
| 5 | Consumer Discretionary | 7.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Ferrari
RACE
$85.1B
| $4.19M | ﹤0.01% |
19,442
+9,369
| +93% | +$2.02M |
|
2477
QCR Holdings
QCRH
$1.3B
| $4.18M | ﹤0.01% |
73,881
+1,068
| +1% | +$60.5K |
|
2478
iShares New York Muni Bond ETF
NYF
$921M
| $4.18M | ﹤0.01% |
77,405
-8,852
| -10% | -$477K |
|
2479
Terex
TEX
$3.46B
| $4.17M | ﹤0.01% |
116,934
+7,008
| +6% | +$250K |
|
2480
ACV Auctions
ACVA
$1.72B
| $4.16M | ﹤0.01% |
281,033
+41,660
| +17% | +$617K |
|
2481
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.77B
| $4.16M | ﹤0.01% |
198,145
+16,770
| +9% | +$352K |
|
2482
BlackRock Multi-Sector Income Trust
BIT
$605M
| $4.16M | ﹤0.01% |
252,139
-68,394
| -21% | -$1.13M |
|
2483
National Vision
EYE
$1.82B
| $4.15M | ﹤0.01% |
95,144
-29
| -0% | -$1.26K |
|
2484
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.07B
| $4.14M | ﹤0.01% |
27,736
-9,164
| -25% | -$1.37M |
|
2485
Scotiabank
BNS
$78.7B
| $4.13M | ﹤0.01% |
62,112
+15,032
| +32% | +$1M |
|
2486
iShares MSCI Pacific ex Japan ETF
EPP
$1.85B
| $4.13M | ﹤0.01% |
83,902
-13,393
| -14% | -$660K |
|
2487
Vertex
VERX
$3.84B
| $4.13M | ﹤0.01% |
269,391
+27,304
| +11% | +$419K |
|
2488
PJT Partners
PJT
$4.47B
| $4.13M | ﹤0.01% |
65,404
-4,409
| -6% | -$278K |
|
2489
White Mountains Insurance
WTM
$4.54B
| $4.12M | ﹤0.01% |
3,626
-8
| -0.2% | -$9.09K |
|
|
MZTI
2490
The Marzetti Company Common Stock
MZTI
$5.04B
| $4.12M | ﹤0.01% |
27,607
-661
| -2% | -$98.6K |
|
2491
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$239M
| $4.11M | ﹤0.01% |
111,984
+21,630
| +24% | +$793K |
|
2492
Univest Financial
UVSP
$886M
| $4.1M | ﹤0.01% |
153,353
+1,593
| +1% | +$42.6K |
|
2493
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.35B
| $4.09M | ﹤0.01% |
143,810
+33,743
| +31% | +$959K |
|
2494
Domo
DOMO
$701M
| $4.07M | ﹤0.01% |
80,505
+21,705
| +37% | +$1.1M |
|
|
ETJ
2495
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$609M
| $4.07M | ﹤0.01% |
411,407
+10,210
| +3% | +$101K |
|
2496
Cross Country Healthcare
CCRN
$411M
| $4.05M | ﹤0.01% |
186,948
+24,723
| +15% | +$536K |
|
2497
FIGS
FIGS
$1.16B
| $4.04M | ﹤0.01% |
187,889
+34,356
| +22% | +$739K |
|
2498
First Merchants
FRME
$2.31B
| $4.04M | ﹤0.01% |
97,115
-870
| -0.9% | -$36.2K |
|
2499
Wabash National
WNC
$457M
| $4.04M | ﹤0.01% |
272,256
+6,087
| +2% | +$90.3K |
|
|
DDI
2500
DoubleDown Interactive
DDI
$459M
| $4.04M | ﹤0.01% |
342,619
+26,700
| +8% | +$315K |
|