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 |
TWTR
Twitter, Inc.
TWTR
|
+$383M |
| 2 |
Tractor Supply
TSCO
|
+$378M |
| 3 |
Comcast
CMCSA
|
+$353M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$329M |
| 5 |
iShares US Industrials ETF
IYJ
|
+$329M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$421M |
| 2 |
Gilead Sciences
GILD
|
+$396M |
| 3 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
+$331M |
| 4 |
iShares US Energy ETF
IYE
|
+$301M |
| 5 |
Verizon
VZ
|
+$290M |
Sector Composition
| 1 | Technology | 14.11% |
| 2 | Financials | 13.47% |
| 3 | Healthcare | 13.27% |
| 4 | Industrials | 9.71% |
| 5 | Consumer Discretionary | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2651
American Water Works
AWK
$26.6B
| $968K | ﹤0.01% |
20,084
+1,845
| +10% | +$88.9K |
|
|
TZL
2652
DELISTED
ISHARES TARGET DATE 2030 ETF
TZL
| $965K | ﹤0.01% |
22,523
+228
| +1% | +$9.77K |
|
2653
Kennedy-Wilson Holdings
KW
$1.19B
| $963K | ﹤0.01% |
40,206
+40,036
| +23,551% | +$959K |
|
2654
Invesco S&P 500 BuyWrite ETF
PBP
$296M
| $962K | ﹤0.01% |
45,437
+7,217
| +19% | +$153K |
|
2655
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.78B
| $955K | ﹤0.01% |
23,235
+2,986
| +15% | +$123K |
|
2656
First Trust Materials AlphaDEX Fund
FXZ
$216M
| $953K | ﹤0.01% |
29,655
+708
| +2% | +$22.8K |
|
|
AFAM
2657
DELISTED
Almost Family Inc
AFAM
| $952K | ﹤0.01% |
35,027
-901
| -3% | -$24.5K |
|
2658
WisdomTree International AI Enhanced Value Fund
AIVI
$58.1M
| $950K | ﹤0.01% |
20,944
+2,151
| +11% | +$97.6K |
|
|
TWOU
2659
DELISTED
2U, Inc.
TWOU
| $947K | ﹤0.01% |
+2,025
| New | +$947K |
|
2660
NN Inc
NNBR
$116M
| $944K | ﹤0.01% |
35,361
+35,236
| +28,189% | +$941K |
|
|
PRE.PRE.CL
2661
DELISTED
Partnerre Ltd
PRE.PRE.CL
| $944K | ﹤0.01% |
35,129
+10,505
| +43% | +$282K |
|
|
CDI
2662
DELISTED
CDI Corp.
CDI
| $938K | ﹤0.01% |
64,570
+3,423
| +6% | +$49.7K |
|
2663
British American Tobacco
BTI
$122B
| $936K | ﹤0.01% |
16,350
+1,230
| +8% | +$70.4K |
|
2664
iShares US Transportation ETF
IYT
$606M
| $934K | ﹤0.01% |
21,900
+12,276
| +128% | +$524K |
|
2665
Kopin
KOPN
$394M
| $933K | ﹤0.01% |
274,281
+16,655
| +6% | +$56.7K |
|
2666
RadNet
RDNT
$5.88B
| $932K | ﹤0.01% |
140,790
-20,571
| -13% | -$136K |
|
|
HTWR
2667
DELISTED
HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR
| $931K | ﹤0.01% |
12,000
+5,040
| +72% | +$391K |
|
|
ZQK
2668
DELISTED
QUICKSILVER,INC.
ZQK
| $928K | ﹤0.01% |
539,493
-8,440
| -2% | -$14.5K |
|
2669
Invesco S&P SmallCap Low Volatility ETF
XSLV
$256M
| $925K | ﹤0.01% |
30,754
+3,725
| +14% | +$112K |
|
2670
First Trust Switzerland AlphaDEX Fund
FSZ
$83.1M
| $922K | ﹤0.01% |
23,623
+6,806
| +40% | +$266K |
|
|
RICE
2671
DELISTED
Rice Energy Inc.
RICE
| $921K | ﹤0.01% |
34,651
-2,861
| -8% | -$76K |
|
2672
SPDR S&P Regional Banking ETF
KRE
$3.89B
| $919K | ﹤0.01% |
24,275
-14,243
| -37% | -$539K |
|
2673
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$847M
| $915K | ﹤0.01% |
32,345
+3,878
| +14% | +$110K |
|
2674
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
| $913K | ﹤0.01% |
9,481
+129
| +1% | +$12.4K |
|
2675
TriNet
TNET
$3.31B
| $912K | ﹤0.01% |
+35,417
| New | +$912K |
|