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 |
Apple
AAPL
|
+$684M |
| 2 |
American Tower
AMT
|
+$367M |
| 3 |
TJX Companies
TJX
|
+$337M |
| 4 |
Thermo Fisher Scientific
TMO
|
+$335M |
| 5 |
Arista Networks
ANET
|
+$310M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$986M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$658M |
| 3 |
Qualcomm
QCOM
|
+$570M |
| 4 |
United Parcel Service
UPS
|
+$522M |
| 5 |
Eaton
ETN
|
+$456M |
Sector Composition
| 1 | Technology | 25.23% |
| 2 | Financials | 10.48% |
| 3 | Healthcare | 9.58% |
| 4 | Industrials | 8.24% |
| 5 | Consumer Discretionary | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2826
Build-A-Bear
BBW
$985M
| $1.86M | ﹤0.01% |
73,564
-45,698
| -38% | -$1.15M |
|
|
NML
2827
Neuberger Berman Energy Infrastructure and Income Fund
NML
$492M
| $1.86M | ﹤0.01% |
231,911
+35,217
| +18% | +$282K |
|
|
CHY
2828
Calamos Convertible and High Income Fund
CHY
$888M
| $1.85M | ﹤0.01% |
165,747
+2,893
| +2% | +$32.3K |
|
2829
International Seaways
INSW
$2.32B
| $1.85M | ﹤0.01% |
31,236
+2,693
| +9% | +$159K |
|
2830
TriplePoint Venture Growth BDC
TPVG
$271M
| $1.85M | ﹤0.01% |
230,008
+40,337
| +21% | +$324K |
|
2831
iShares Morningstar Small-Cap ETF
ISCB
$253M
| $1.84M | ﹤0.01% |
34,083
-2,069
| -6% | -$111K |
|
2832
Invesco NASDAQ Internet ETF
PNQI
$812M
| $1.83M | ﹤0.01% |
44,625
+11,237
| +34% | +$461K |
|
2833
Canadian Imperial Bank of Commerce
CM
$73.9B
| $1.83M | ﹤0.01% |
30,655
-11,327
| -27% | -$677K |
|
2834
United Parks & Resorts
PRKS
$2.76B
| $1.83M | ﹤0.01% |
33,721
-1,494
| -4% | -$81.1K |
|
2835
Vimeo
VMEO
$1.28B
| $1.83M | ﹤0.01% |
490,702
+106,729
| +28% | +$398K |
|
2836
LegalZoom.com
LZ
$1.9B
| $1.83M | ﹤0.01% |
217,935
+60,643
| +39% | +$509K |
|
2837
Shoe Carnival
SCVL
$651M
| $1.82M | ﹤0.01% |
49,360
-3,227
| -6% | -$119K |
|
2838
Albertsons Companies
ACI
$10.5B
| $1.82M | ﹤0.01% |
92,134
+41,857
| +83% | +$827K |
|
2839
Global E Online
GLBE
$6.22B
| $1.82M | ﹤0.01% |
50,152
-496,196
| -91% | -$18M |
|
2840
iShares US Consumer Discretionary ETF
IYC
$1.75B
| $1.82M | ﹤0.01% |
22,348
-20,815
| -48% | -$1.69M |
|
2841
Usana Health Sciences
USNA
$564M
| $1.81M | ﹤0.01% |
40,025
-2,151
| -5% | -$97.3K |
|
2842
Nuveen Municipal Credit Income Fund
NZF
$2.42B
| $1.81M | ﹤0.01% |
146,531
+23,941
| +20% | +$296K |
|
2843
iShares Treasury Floating Rate Bond ETF
TFLO
$6.66B
| $1.81M | ﹤0.01% |
35,698
+1,183
| +3% | +$59.9K |
|
2844
Mister Car Wash
MCW
$1.81B
| $1.8M | ﹤0.01% |
253,072
-16,233
| -6% | -$116K |
|
2845
Fidus Investment
FDUS
$761M
| $1.8M | ﹤0.01% |
92,313
-4,638
| -5% | -$90.3K |
|
2846
Invesco Zacks Mid-Cap ETF
CZA
$185M
| $1.79M | ﹤0.01% |
18,320
+14
| +0.1% | +$1.37K |
|
2847
VanEck Low Carbon Energy ETF
SMOG
$124M
| $1.78M | ﹤0.01% |
18,510
+1,288
| +7% | +$124K |
|
2848
iShares Genomics Immunology and Healthcare ETF
IDNA
$116M
| $1.78M | ﹤0.01% |
77,014
-3,646
| -5% | -$84.3K |
|
2849
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$587M
| $1.78M | ﹤0.01% |
34,746
+1,021
| +3% | +$52.2K |
|
2850
Forward Air
FWRD
$920M
| $1.76M | ﹤0.01% |
92,602
+2,448
| +3% | +$46.6K |
|