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 0-3 Month Treasury Bond ETF
SGOV
|
+$474M |
| 2 |
Eaton
ETN
|
+$455M |
| 3 |
Verisk Analytics
VRSK
|
+$365M |
| 4 |
Zimmer Biomet
ZBH
|
+$363M |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$339M |
Top Sells
| 1 |
Amazon
AMZN
|
+$593M |
| 2 |
Lockheed Martin
LMT
|
+$542M |
| 3 |
Microsoft
MSFT
|
+$451M |
| 4 |
Booz Allen Hamilton
BAH
|
+$427M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$424M |
Sector Composition
| 1 | Technology | 22.23% |
| 2 | Financials | 11.94% |
| 3 | Healthcare | 8.99% |
| 4 | Industrials | 8.11% |
| 5 | Consumer Discretionary | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2951
iShares China Large-Cap ETF
FXI
$6.98B
| $1.54M | ﹤0.01% |
43,058
+4,266
| +11% | +$153K |
|
2952
Nuveen Select Tax-Free Income Portfolio
NXP
$735M
| $1.54M | ﹤0.01% |
107,328
+2,212
| +2% | +$31.8K |
|
2953
Gambling.com
GAMB
$289M
| $1.54M | ﹤0.01% |
122,131
+2,124
| +2% | +$26.8K |
|
2954
Coastal Financial
CCB
$1.65B
| $1.53M | ﹤0.01% |
16,948
-13,880
| -45% | -$1.25M |
|
2955
Owens & Minor
OMI
$406M
| $1.53M | ﹤0.01% |
168,892
-47,237
| -22% | -$427K |
|
2956
Fresenius Medical Care
FMS
$14.5B
| $1.52M | ﹤0.01% |
61,247
+49,719
| +431% | +$1.23M |
|
2957
Columbia EM Core ex-China ETF
XCEM
$1.24B
| $1.52M | ﹤0.01% |
51,304
-6,326
| -11% | -$187K |
|
2958
AngloGold Ashanti
AU
$33.7B
| $1.51M | ﹤0.01% |
44,664
+32,529
| +268% | +$1.1M |
|
2959
iShares Self-Driving EV and Tech ETF
IDRV
$166M
| $1.51M | ﹤0.01% |
51,764
-10,712
| -17% | -$313K |
|
2960
Telefonica
TEF
$30.2B
| $1.51M | ﹤0.01% |
320,401
-4,289
| -1% | -$20.2K |
|
2961
Amalgamated Financial
AMAL
$848M
| $1.51M | ﹤0.01% |
52,590
-15,818
| -23% | -$455K |
|
2962
Donegal Group Class A
DGICA
$706M
| $1.5M | ﹤0.01% |
76,587
+53,598
| +233% | +$1.05M |
|
2963
Olema Pharmaceuticals
OLMA
$535M
| $1.5M | ﹤0.01% |
399,799
-49,899
| -11% | -$188K |
|
2964
Snap
SNAP
$12.5B
| $1.49M | ﹤0.01% |
171,495
+14,377
| +9% | +$125K |
|
2965
Invesco Mortgage Capital
IVR
$499M
| $1.49M | ﹤0.01% |
189,311
+172,639
| +1,036% | +$1.36M |
|
|
FCT
2966
First Trust Senior Floating Rate Income Fund II
FCT
$259M
| $1.49M | ﹤0.01% |
147,094
+10,716
| +8% | +$109K |
|
2967
LendingTree
TREE
$991M
| $1.49M | ﹤0.01% |
29,578
+6,178
| +26% | +$311K |
|
2968
iShares Global Healthcare ETF
IXJ
$3.82B
| $1.48M | ﹤0.01% |
16,277
-8,096
| -33% | -$738K |
|
2969
Douglas Dynamics
PLOW
$750M
| $1.48M | ﹤0.01% |
63,673
+16,659
| +35% | +$387K |
|
2970
Bausch + Lomb
BLCO
$5.37B
| $1.48M | ﹤0.01% |
101,827
+1,250
| +1% | +$18.1K |
|
2971
Avis
CAR
$5.42B
| $1.47M | ﹤0.01% |
19,414
-2,423
| -11% | -$184K |
|
2972
Midland States Bancorp
MSBI
$385M
| $1.47M | ﹤0.01% |
86,025
+11,380
| +15% | +$195K |
|
2973
Great Southern Bancorp
GSBC
$711M
| $1.47M | ﹤0.01% |
26,477
+9,050
| +52% | +$501K |
|
2974
N-able
NABL
$1.55B
| $1.47M | ﹤0.01% |
206,683
-973,060
| -82% | -$6.9M |
|
2975
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.31B
| $1.46M | ﹤0.01% |
41,030
-5,485
| -12% | -$196K |
|