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 |
iShares Core US Aggregate Bond ETF
AGG
|
+$797M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$741M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$679M |
| 4 |
Boeing
BA
|
+$440M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$359M |
Top Sells
| 1 |
Elevance Health
ELV
|
+$691M |
| 2 |
Apple
AAPL
|
+$522M |
| 3 |
NVIDIA
NVDA
|
+$519M |
| 4 |
Amazon
AMZN
|
+$469M |
| 5 |
IBM
IBM
|
+$330M |
Sector Composition
| 1 | Technology | 24.72% |
| 2 | Financials | 11.26% |
| 3 | Healthcare | 8.3% |
| 4 | Industrials | 8.22% |
| 5 | Consumer Discretionary | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2651
ACM Research
ACMR
$1.92B
| $2.83M | ﹤0.01% |
187,601
-17,138
| -8% | -$259K |
|
2652
Owens & Minor
OMI
$412M
| $2.82M | ﹤0.01% |
216,129
-65,183
| -23% | -$852K |
|
2653
iShares Global Clean Energy ETF
ICLN
$1.58B
| $2.82M | ﹤0.01% |
248,100
-60,229
| -20% | -$685K |
|
2654
Trustco Bank Corp NY
TRST
$746M
| $2.82M | ﹤0.01% |
84,500
-11,760
| -12% | -$392K |
|
2655
Build-A-Bear
BBW
$971M
| $2.82M | ﹤0.01% |
61,173
-32,088
| -34% | -$1.48M |
|
2656
NEOS S&P 500 High Income ETF
SPYI
$5.07B
| $2.81M | ﹤0.01% |
55,316
+3,830
| +7% | +$195K |
|
2657
Qiagen
QGEN
$9.82B
| $2.81M | ﹤0.01% |
61,275
+24,436
| +66% | +$1.12M |
|
2658
Genesco
GCO
$358M
| $2.81M | ﹤0.01% |
65,625
+16,161
| +33% | +$691K |
|
2659
Huntsman Corp
HUN
$1.89B
| $2.8M | ﹤0.01% |
155,213
+35,949
| +30% | +$648K |
|
2660
iShares US Financial Services ETF
IYG
$1.93B
| $2.79M | ﹤0.01% |
35,795
+5,387
| +18% | +$419K |
|
|
NXRT
2661
NexPoint Residential Trust
NXRT
$858M
| $2.78M | ﹤0.01% |
66,657
-3,739
| -5% | -$156K |
|
2662
IQ ARB Merger Arbitrage ETF
MNA
$256M
| $2.76M | ﹤0.01% |
83,700
-28,854
| -26% | -$951K |
|
2663
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.78B
| $2.75M | ﹤0.01% |
20,812
-29,956
| -59% | -$3.97M |
|
2664
VanEck Long Muni ETF
MLN
$555M
| $2.75M | ﹤0.01% |
154,035
+7,571
| +5% | +$135K |
|
2665
Usana Health Sciences
USNA
$557M
| $2.75M | ﹤0.01% |
76,576
-17,051
| -18% | -$612K |
|
|
RC
2666
Ready Capital
RC
$689M
| $2.75M | ﹤0.01% |
401,730
-13,478
| -3% | -$92.2K |
|
2667
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$192M
| $2.75M | ﹤0.01% |
+73,623
| New | +$2.75M |
|
2668
Pacer Trendpilot International ETF
PTIN
$165M
| $2.74M | ﹤0.01% |
98,878
+15,536
| +19% | +$431K |
|
2669
American Healthcare REIT
AHR
$7.19B
| $2.73M | ﹤0.01% |
95,974
+20,366
| +27% | +$579K |
|
2670
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$665M
| $2.73M | ﹤0.01% |
36,333
-404
| -1% | -$30.3K |
|
2671
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$604M
| $2.71M | ﹤0.01% |
121,173
+9,193
| +8% | +$206K |
|
2672
SoundHound AI
SOUN
$5.76B
| $2.71M | ﹤0.01% |
136,735
+40,763
| +42% | +$809K |
|
2673
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
| $2.71M | ﹤0.01% |
47,992
+62
| +0.1% | +$3.5K |
|
2674
Insteel Industries
IIIN
$749M
| $2.71M | ﹤0.01% |
100,337
-2,401
| -2% | -$64.9K |
|
2675
Middlesex Water
MSEX
$971M
| $2.71M | ﹤0.01% |
51,434
-3,635
| -7% | -$191K |
|