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 |
Morgan Stanley
MS
|
+$409M |
| 2 |
Tesla
TSLA
|
+$326M |
| 3 |
Intercontinental Exchange
ICE
|
+$315M |
| 4 |
Lyft
LYFT
|
+$290M |
| 5 |
Deere & Co
DE
|
+$276M |
Top Sells
| 1 |
Apple
AAPL
|
+$704M |
| 2 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
+$430M |
| 3 |
Alibaba
BABA
|
+$381M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$370M |
| 5 |
ON Semiconductor
ON
|
+$365M |
Sector Composition
| 1 | Technology | 23.85% |
| 2 | Healthcare | 11.42% |
| 3 | Financials | 11.02% |
| 4 | Consumer Discretionary | 8.68% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PFIE
2751
DELISTED
Profire Energy, Inc
PFIE
| $2.01M | ﹤0.01% |
2,359,951
+157,300
| +7% | +$134K |
|
2752
SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$180M
| $2.01M | ﹤0.01% |
70,348
+6,668
| +10% | +$190K |
|
|
CLDR
2753
DELISTED
Cloudera, Inc.
CLDR
| $2.01M | ﹤0.01% |
144,241
+63,454
| +79% | +$882K |
|
2754
Johnson Outdoors
JOUT
$422M
| $2M | ﹤0.01% |
17,781
+6,438
| +57% | +$725K |
|
2755
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.35B
| $2M | ﹤0.01% |
64,536
+26,358
| +69% | +$817K |
|
2756
ProShares Pet Care ETF
PAWZ
$56.4M
| $1.99M | ﹤0.01% |
+27,755
| New | +$1.99M |
|
2757
Nuveen Quality Municipal Income Fund
NAD
$2.75B
| $1.99M | ﹤0.01% |
129,176
+342
| +0.3% | +$5.26K |
|
2758
ArcelorMittal
MT
$26.4B
| $1.98M | ﹤0.01% |
86,351
+70,588
| +448% | +$1.62M |
|
|
CHNG
2759
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $1.98M | ﹤0.01% |
105,978
-17,589
| -14% | -$328K |
|
|
DSL
2760
DoubleLine Income Solutions Fund
DSL
$1.44B
| $1.98M | ﹤0.01% |
119,059
-18,316
| -13% | -$304K |
|
2761
SPDR FactSet Innovative Technology ETF
XITK
$89.4M
| $1.97M | ﹤0.01% |
+9,121
| New | +$1.97M |
|
2762
ATN International
ATNI
$238M
| $1.96M | ﹤0.01% |
46,959
-2,900
| -6% | -$121K |
|
2763
Ralph Lauren
RL
$19.1B
| $1.96M | ﹤0.01% |
18,900
-6,461
| -25% | -$670K |
|
|
CLR
2764
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $1.96M | ﹤0.01% |
120,226
+1,053
| +0.9% | +$17.2K |
|
|
TEN
2765
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $1.95M | ﹤0.01% |
184,088
+6,920
| +4% | +$73.3K |
|
2766
Bilibili
BILI
$10.5B
| $1.95M | ﹤0.01% |
22,734
+4,491
| +25% | +$385K |
|
2767
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.78B
| $1.95M | ﹤0.01% |
33,351
+26,358
| +377% | +$1.54M |
|
2768
Zillow
ZG
$20.4B
| $1.94M | ﹤0.01% |
14,291
+2,992
| +26% | +$407K |
|
2769
Ferrari
RACE
$85.1B
| $1.94M | ﹤0.01% |
8,445
-330
| -4% | -$75.7K |
|
2770
HCI Group
HCI
$2.34B
| $1.93M | ﹤0.01% |
36,937
-16,767
| -31% | -$877K |
|
|
PMM
2771
Putnam Managed Municipal Income
PMM
$261M
| $1.93M | ﹤0.01% |
239,483
+7,460
| +3% | +$60.1K |
|
2772
WisdomTree Global High Dividend Fund
DEW
$124M
| $1.93M | ﹤0.01% |
44,411
-19,084
| -30% | -$828K |
|
2773
Forrester Research
FORR
$195M
| $1.93M | ﹤0.01% |
45,991
-1,814
| -4% | -$76K |
|
|
INFN
2774
DELISTED
Infinera Corporation Common Stock
INFN
| $1.92M | ﹤0.01% |
182,848
-55,484
| -23% | -$581K |
|
2775
Powell Industries
POWL
$3.47B
| $1.91M | ﹤0.01% |
64,707
+9,133
| +16% | +$269K |
|