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 |
Bristol-Myers Squibb
BMY
|
+$459M |
| 2 |
Wells Fargo
WFC
|
+$458M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$399M |
| 4 |
Delta Air Lines
DAL
|
+$342M |
| 5 |
DuPont de Nemours
DD
|
+$335M |
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
+$826M |
| 2 |
Target
TGT
|
+$350M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$310M |
| 4 |
Monster Beverage
MNST
|
+$296M |
| 5 |
Electronic Arts
EA
|
+$274M |
Sector Composition
| 1 | Technology | 17.25% |
| 2 | Financials | 13.52% |
| 3 | Healthcare | 11.13% |
| 4 | Consumer Discretionary | 9.37% |
| 5 | Industrials | 7.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2851
Assured Guaranty
AGO
$3.96B
| $1.3M | ﹤0.01% |
36,456
+181
| +0.5% | +$6.47K |
|
2852
Cantaloupe
CTLP
$792M
| $1.3M | ﹤0.01% |
93,110
-32,719
| -26% | -$458K |
|
2853
Conduent
CNDT
$458M
| $1.3M | ﹤0.01% |
71,562
+8,184
| +13% | +$149K |
|
2854
SPDR Portfolio TIPS ETF
SPIP
$989M
| $1.3M | ﹤0.01% |
46,852
+5,100
| +12% | +$142K |
|
2855
Neuronetics
STIM
$229M
| $1.3M | ﹤0.01% |
+48,849
| New | +$1.3M |
|
2856
Natera
NTRA
$23.9B
| $1.3M | ﹤0.01% |
+68,973
| New | +$1.3M |
|
2857
MongoDB
MDB
$27B
| $1.3M | ﹤0.01% |
26,146
-2,604
| -9% | -$129K |
|
2858
Pampa Energía
PAM
$3.38B
| $1.3M | ﹤0.01% |
36,296
-79,091
| -69% | -$2.83M |
|
2859
WESCO International
WCC
$10.7B
| $1.29M | ﹤0.01% |
22,501
+4,585
| +26% | +$262K |
|
2860
Invesco Zacks Multi-Asset Income ETF
CVY
$119M
| $1.28M | ﹤0.01% |
58,519
+2,952
| +5% | +$64.8K |
|
2861
Antero Midstream
AM
$8.85B
| $1.27M | ﹤0.01% |
67,539
+5,558
| +9% | +$105K |
|
2862
Steelcase
SCS
$1.95B
| $1.27M | ﹤0.01% |
+94,337
| New | +$1.27M |
|
2863
Nuveen Municipal Credit Income Fund
NZF
$2.42B
| $1.27M | ﹤0.01% |
88,750
-3,022
| -3% | -$43.3K |
|
2864
First Trust Global Wind Energy ETF
FAN
$182M
| $1.27M | ﹤0.01% |
100,475
-1,490
| -1% | -$18.8K |
|
2865
AXIS Capital
AXS
$7.76B
| $1.27M | ﹤0.01% |
22,676
-1,318
| -5% | -$73.5K |
|
2866
Inspire Medical Systems
INSP
$2.45B
| $1.27M | ﹤0.01% |
+35,476
| New | +$1.27M |
|
2867
SiriusXM
SIRI
$8.02B
| $1.26M | ﹤0.01% |
18,645
-4,177
| -18% | -$283K |
|
2868
Viking Therapeutics
VKTX
$2.89B
| $1.25M | ﹤0.01% |
+133,064
| New | +$1.25M |
|
2869
iShares US Telecommunications ETF
IYZ
$614M
| $1.25M | ﹤0.01% |
45,412
+3,636
| +9% | +$100K |
|
|
PRMW
2870
DELISTED
Primo Water Corporation
PRMW
| $1.25M | ﹤0.01% |
+71,496
| New | +$1.25M |
|
2871
1st Source
SRCE
$1.58B
| $1.25M | ﹤0.01% |
23,314
-1,523
| -6% | -$81.4K |
|
|
CVA
2872
DELISTED
Covanta Holding Corporation
CVA
| $1.24M | ﹤0.01% |
75,358
-2,151
| -3% | -$35.5K |
|
2873
Teck Resources
TECK
$20.4B
| $1.24M | ﹤0.01% |
48,877
+1,934
| +4% | +$49.2K |
|
|
IMGN
2874
DELISTED
Immunogen Inc
IMGN
| $1.24M | ﹤0.01% |
127,776
+21,872
| +21% | +$213K |
|
2875
Global X SuperDividend ETF
SDIV
$965M
| $1.24M | ﹤0.01% |
19,691
-4,957
| -20% | -$312K |
|