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 Russell 1000 Growth ETF
IWF
|
+$981M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$618M |
| 3 |
NVIDIA
NVDA
|
+$379M |
| 4 |
Bank of New York Mellon
BK
|
+$363M |
| 5 |
CRH
CRH
|
+$294M |
Top Sells
| 1 |
Broadcom
AVGO
|
+$1.17B |
| 2 |
Cigna
CI
|
+$446M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$439M |
| 4 |
Medtronic
MDT
|
+$410M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$391M |
Sector Composition
| 1 | Technology | 23.33% |
| 2 | Financials | 10.89% |
| 3 | Healthcare | 10.04% |
| 4 | Industrials | 8.77% |
| 5 | Consumer Discretionary | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2826
QuinStreet
QNST
$939M
| $1.92M | ﹤0.01% |
149,495
-14,456
| -9% | -$185K |
|
2827
Corsair Gaming
CRSR
$965M
| $1.91M | ﹤0.01% |
135,323
-9,161
| -6% | -$129K |
|
2828
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$343M
| $1.91M | ﹤0.01% |
45,436
+39,467
| +661% | +$1.66M |
|
2829
Sumitomo Mitsui Financial
SMFG
$107B
| $1.9M | ﹤0.01% |
196,615
-1,037
| -0.5% | -$10K |
|
2830
Invesco Zacks Multi-Asset Income ETF
CVY
$119M
| $1.9M | ﹤0.01% |
+79,788
| New | +$1.9M |
|
2831
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
$207M
| $1.89M | ﹤0.01% |
16,825
-2,683
| -14% | -$302K |
|
2832
TriplePoint Venture Growth BDC
TPVG
$271M
| $1.89M | ﹤0.01% |
173,885
-29,461
| -14% | -$320K |
|
2833
Lindblad Expeditions
LIND
$752M
| $1.89M | ﹤0.01% |
167,545
-7,900
| -5% | -$89K |
|
2834
Guess, Inc.
GES
$872M
| $1.88M | ﹤0.01% |
81,739
-6,909
| -8% | -$159K |
|
2835
CAE Inc
CAE
$8.55B
| $1.88M | ﹤0.01% |
65,838
-3,304
| -5% | -$94.3K |
|
2836
OneWater Marine
ONEW
$271M
| $1.87M | ﹤0.01% |
55,430
+11,265
| +26% | +$381K |
|
2837
VanEck Environmental Services ETF
EVX
$92.2M
| $1.86M | ﹤0.01% |
61,080
-4,060
| -6% | -$124K |
|
2838
Universal Technical Institute
UTI
$1.54B
| $1.86M | ﹤0.01% |
148,698
+20,845
| +16% | +$261K |
|
2839
iShares US Consumer Discretionary ETF
IYC
$1.75B
| $1.86M | ﹤0.01% |
24,529
-2,975
| -11% | -$225K |
|
2840
iShares US Equity Factor ETF
LRGF
$2.9B
| $1.85M | ﹤0.01% |
38,373
+634
| +2% | +$30.6K |
|
2841
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$921M
| $1.85M | ﹤0.01% |
77,886
+45,254
| +139% | +$1.08M |
|
2842
Canadian Imperial Bank of Commerce
CM
$73.9B
| $1.85M | ﹤0.01% |
31,504
+258
| +0.8% | +$15.2K |
|
2843
Alkami Technology
ALKT
$2.63B
| $1.85M | ﹤0.01% |
76,320
-1,546
| -2% | -$37.5K |
|
2844
Pacer Trendpilot US Large Cap ETF
PTLC
$3.42B
| $1.85M | ﹤0.01% |
+42,772
| New | +$1.85M |
|
2845
Surmodics
SRDX
$461M
| $1.85M | ﹤0.01% |
50,805
-10
| -0% | -$364 |
|
2846
Nuveen Municipal Credit Income Fund
NZF
$2.42B
| $1.85M | ﹤0.01% |
156,238
+14,418
| +10% | +$170K |
|
2847
BlackRock Credit Allocation Income Trust
BTZ
$1.04B
| $1.84M | ﹤0.01% |
178,637
+9,909
| +6% | +$102K |
|
2848
Consolidated Water Co
CWCO
$534M
| $1.84M | ﹤0.01% |
51,753
-3,748
| -7% | -$133K |
|
2849
RPC Inc
RES
$1.03B
| $1.84M | ﹤0.01% |
252,235
-21,393
| -8% | -$156K |
|
2850
CGI
GIB
$21B
| $1.83M | ﹤0.01% |
14,386
+2,881
| +25% | +$366K |
|