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 | |
|---|---|---|---|---|---|---|
2851
JD.com
JD
$48.8B
| $1.83M | ﹤0.01% |
63,209
+3,341
| +6% | +$96.5K |
|
2852
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $1.82M | ﹤0.01% |
42,538
-5,120
| -11% | -$219K |
|
2853
Open Text
OTEX
$8.96B
| $1.82M | ﹤0.01% |
33,421
+998
| +3% | +$54.4K |
|
2854
NVE Corp
NVEC
$328M
| $1.81M | ﹤0.01% |
23,134
-2,154
| -9% | -$169K |
|
2855
Canadian Solar
CSIQ
$722M
| $1.81M | ﹤0.01% |
68,955
+7,847
| +13% | +$206K |
|
|
HQH
2856
abrdn Healthcare Investors
HQH
$907M
| $1.8M | ﹤0.01% |
108,662
-6,455
| -6% | -$107K |
|
2857
Sotera Health
SHC
$4.58B
| $1.79M | ﹤0.01% |
106,327
-545
| -0.5% | -$9.18K |
|
2858
Alphatec Holdings
ATEC
$2.31B
| $1.79M | ﹤0.01% |
118,328
+84,224
| +247% | +$1.27M |
|
2859
Fastly
FSLY
$1.16B
| $1.79M | ﹤0.01% |
+100,354
| New | +$1.79M |
|
2860
EchoStar
SATS
$22.2B
| $1.78M | ﹤0.01% |
107,628
+96,822
| +896% | +$1.6M |
|
2861
Gogo Inc
GOGO
$1.38B
| $1.78M | ﹤0.01% |
175,505
-17,978
| -9% | -$182K |
|
2862
AudioCodes
AUDC
$296M
| $1.78M | ﹤0.01% |
147,250
-17,507
| -11% | -$211K |
|
2863
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$538M
| $1.77M | ﹤0.01% |
126,414
-41,728
| -25% | -$584K |
|
2864
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$678M
| $1.77M | ﹤0.01% |
53,094
-365,907
| -87% | -$12.2M |
|
2865
Dentsply Sirona
XRAY
$2.78B
| $1.77M | ﹤0.01% |
49,614
-24,926
| -33% | -$888K |
|
2866
Bank First Corp
BFC
$1.26B
| $1.77M | ﹤0.01% |
20,384
-1,778
| -8% | -$154K |
|
2867
First Mid Bancshares
FMBH
$963M
| $1.76M | ﹤0.01% |
50,736
-4,593
| -8% | -$159K |
|
2868
Tootsie Roll Industries
TR
$2.91B
| $1.75M | ﹤0.01% |
55,995
-5,994
| -10% | -$188K |
|
2869
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$421M
| $1.75M | ﹤0.01% |
42,757
-43,279
| -50% | -$1.77M |
|
2870
AngioDynamics
ANGO
$445M
| $1.75M | ﹤0.01% |
223,391
+48,712
| +28% | +$382K |
|
2871
SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$180M
| $1.75M | ﹤0.01% |
55,155
-763
| -1% | -$24.2K |
|
2872
VanEck Low Carbon Energy ETF
SMOG
$124M
| $1.75M | ﹤0.01% |
15,792
+659
| +4% | +$72.9K |
|
2873
SPDR ICE Preferred Securities ETF
PSK
$834M
| $1.74M | ﹤0.01% |
52,108
-77,102
| -60% | -$2.58M |
|
2874
SFL Corp
SFL
$1.1B
| $1.73M | ﹤0.01% |
153,635
-4,979
| -3% | -$56.2K |
|
|
BSJO
2875
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
| $1.73M | ﹤0.01% |
76,269
+28,110
| +58% | +$639K |
|