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 |
Microsoft
MSFT
|
+$416M |
| 2 |
Starbucks
SBUX
|
+$322M |
| 3 |
SHPG
Shire pic
SHPG
|
+$265M |
| 4 |
Meta Platforms (Facebook)
META
|
+$221M |
| 5 |
American Tower
AMT
|
+$217M |
Top Sells
| 1 |
GE Aerospace
GE
|
+$483M |
| 2 |
Amazon
AMZN
|
+$438M |
| 3 |
Visa
V
|
+$320M |
| 4 |
Novo Nordisk
NVO
|
+$273M |
| 5 |
Electronic Arts
EA
|
+$268M |
Sector Composition
| 1 | Technology | 15.65% |
| 2 | Healthcare | 13.59% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.2% |
| 5 | Communication Services | 8.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2576
Rapid7
RPD
$1.27B
| $1.44M | ﹤0.01% |
81,764
+10,250
| +14% | +$181K |
|
|
THQ
2577
abrdn Healthcare Opportunities Fund
THQ
$709M
| $1.44M | ﹤0.01% |
82,328
+18,885
| +30% | +$330K |
|
2578
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $1.44M | ﹤0.01% |
+89,281
| New | +$1.44M |
|
2579
ING
ING
$74.7B
| $1.44M | ﹤0.01% |
117,430
+5,381
| +5% | +$65.8K |
|
2580
Alto Ingredients
ALTO
$91.3M
| $1.43M | ﹤0.01% |
207,168
-43,251
| -17% | -$299K |
|
2581
Yelp
YELP
$1.95B
| $1.43M | ﹤0.01% |
+34,313
| New | +$1.43M |
|
2582
Global X SuperDividend ETF
SDIV
$964M
| $1.43M | ﹤0.01% |
22,168
+8,914
| +67% | +$574K |
|
2583
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.64B
| $1.42M | ﹤0.01% |
78,955
+10,248
| +15% | +$184K |
|
2584
Insmed
INSM
$30.8B
| $1.42M | ﹤0.01% |
97,568
-206,235
| -68% | -$3M |
|
2585
Cerus
CERS
$236M
| $1.41M | ﹤0.01% |
227,160
+25,690
| +13% | +$160K |
|
|
SGYP
2586
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
| $1.41M | ﹤0.01% |
255,895
+238,505
| +1,372% | +$1.32M |
|
2587
FlexShares International Quality Dividend Index Fund
IQDF
$810M
| $1.41M | ﹤0.01% |
61,820
+13,985
| +29% | +$319K |
|
2588
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
| $1.41M | ﹤0.01% |
45,898
+926
| +2% | +$28.4K |
|
2589
Invesco Aerospace & Defense ETF
PPA
$6.29B
| $1.4M | ﹤0.01% |
36,184
+2,532
| +8% | +$98.2K |
|
|
PERY
2590
DELISTED
Perry Ellis International Inc
PERY
| $1.4M | ﹤0.01% |
72,524
-7,060
| -9% | -$136K |
|
2591
AllianceBernstein
AB
$4.19B
| $1.4M | ﹤0.01% |
61,271
+31,041
| +103% | +$708K |
|
2592
SiriusXM
SIRI
$7.84B
| $1.4M | ﹤0.01% |
33,495
-915
| -3% | -$38.2K |
|
2593
iShares US Home Construction ETF
ITB
$3.26B
| $1.4M | ﹤0.01% |
50,665
+4,094
| +9% | +$113K |
|
2594
TransUnion
TRU
$17.9B
| $1.39M | ﹤0.01% |
40,262
-8,447
| -17% | -$291K |
|
|
CVA
2595
DELISTED
Covanta Holding Corporation
CVA
| $1.39M | ﹤0.01% |
90,319
+749
| +0.8% | +$11.5K |
|
2596
Alarm.com
ALRM
$2.78B
| $1.39M | ﹤0.01% |
48,086
-9,887
| -17% | -$285K |
|
2597
Cenovus Energy
CVE
$30.4B
| $1.39M | ﹤0.01% |
96,543
-136
| -0.1% | -$1.95K |
|
2598
First Trust S&P REIT Index Fund
FRI
$157M
| $1.39M | ﹤0.01% |
57,376
+19,034
| +50% | +$460K |
|
2599
Univest Financial
UVSP
$886M
| $1.38M | ﹤0.01% |
+59,217
| New | +$1.38M |
|
2600
Vanguard S&P 500 Growth ETF
VOOG
$19.9B
| $1.38M | ﹤0.01% |
12,656
+1,951
| +18% | +$213K |
|