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 |
Wells Fargo
WFC
|
+$730M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$549M |
| 3 |
Boston Scientific
BSX
|
+$278M |
| 4 |
Exxon Mobil
XOM
|
+$276M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$256M |
Top Sells
| 1 |
Medtronic
MDT
|
+$454M |
| 2 |
Eli Lilly
LLY
|
+$379M |
| 3 |
Apple
AAPL
|
+$356M |
| 4 |
EOG Resources
EOG
|
+$312M |
| 5 |
Target
TGT
|
+$279M |
Sector Composition
| 1 | Technology | 20.82% |
| 2 | Healthcare | 12.74% |
| 3 | Financials | 11.16% |
| 4 | Industrials | 8.52% |
| 5 | Consumer Discretionary | 7.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SWCH
2751
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $1.96M | ﹤0.01% |
+58,459
| New | +$1.96M |
|
2752
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$701M
| $1.95M | ﹤0.01% |
62,211
-38,741
| -38% | -$1.21M |
|
|
ITOS
2753
DELISTED
iTeos Therapeutics
ITOS
| $1.95M | ﹤0.01% |
94,584
+5,285
| +6% | +$109K |
|
2754
Community Health Systems
CYH
$412M
| $1.94M | ﹤0.01% |
518,548
-5,423
| -1% | -$20.3K |
|
2755
Nuveen Quality Municipal Income Fund
NAD
$2.75B
| $1.93M | ﹤0.01% |
155,147
+6,250
| +4% | +$77.9K |
|
|
EMD
2756
Western Asset Emerging Markets Debt Fund
EMD
$605M
| $1.93M | ﹤0.01% |
200,050
-41,895
| -17% | -$404K |
|
2757
Nuveen Preferred & Income Opportunities Fund
JPC
$2.66B
| $1.93M | ﹤0.01% |
251,611
-8,965
| -3% | -$68.6K |
|
2758
Arvinas
ARVN
$568M
| $1.92M | ﹤0.01% |
45,667
+5,757
| +14% | +$242K |
|
2759
Upstart Holdings
UPST
$6.07B
| $1.92M | ﹤0.01% |
61,791
-9,829
| -14% | -$305K |
|
2760
Dorian LPG
LPG
$1.35B
| $1.92M | ﹤0.01% |
126,125
-5,258
| -4% | -$80K |
|
2761
Corsair Gaming
CRSR
$948M
| $1.91M | ﹤0.01% |
145,727
-1,354
| -0.9% | -$17.8K |
|
2762
Jackson Financial
JXN
$6.81B
| $1.91M | ﹤0.01% |
71,809
+30,742
| +75% | +$818K |
|
2763
Amylyx Pharmaceuticals
AMLX
$1.24B
| $1.91M | ﹤0.01% |
98,955
+16,645
| +20% | +$321K |
|
2764
VanEck Low Carbon Energy ETF
SMOG
$124M
| $1.91M | ﹤0.01% |
15,259
+519
| +4% | +$64.8K |
|
|
DHC
2765
Diversified Healthcare Trust
DHC
$1.07B
| $1.89M | ﹤0.01% |
1,037,608
-62,456
| -6% | -$114K |
|
2766
Karooooo
KARO
$1.69B
| $1.88M | ﹤0.01% |
90,057
| – | – |
|
2767
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$361M
| $1.88M | ﹤0.01% |
32,337
+6,099
| +23% | +$354K |
|
2768
Agilon Health
AGL
$443M
| $1.87M | ﹤0.01% |
+85,537
| New | +$1.87M |
|
2769
Metropolitan Bank Holding Corp
MCB
$807M
| $1.86M | ﹤0.01% |
26,845
-459
| -2% | -$31.9K |
|
2770
Comtech Telecommunications
CMTL
$69.1M
| $1.86M | ﹤0.01% |
205,037
+26,728
| +15% | +$243K |
|
|
SPWR
2771
DELISTED
SunPower Corporation Common Stock
SPWR
| $1.86M | ﹤0.01% |
117,689
-4,563
| -4% | -$72.1K |
|
|
CHW
2772
Calamos Global Dynamic Income Fund
CHW
$478M
| $1.85M | ﹤0.01% |
271,860
-16,811
| -6% | -$115K |
|
|
BBBY
2773
DELISTED
Bed Bath & Beyond Inc
BBBY
| $1.85M | ﹤0.01% |
372,573
-83,924
| -18% | -$417K |
|
2774
Domo
DOMO
$701M
| $1.85M | ﹤0.01% |
66,595
-13,910
| -17% | -$387K |
|
2775
Artisan Partners
APAM
$3.27B
| $1.85M | ﹤0.01% |
51,713
+2,753
| +6% | +$98.3K |
|