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 | |
|---|---|---|---|---|---|---|
2976
Bridgewater Bancshares
BWB
$449M
| $1.42M | ﹤0.01% |
104,681
+488
| +0.5% | +$6.6K |
|
2977
Weave Communications
WEAV
$592M
| $1.41M | ﹤0.01% |
123,212
+33,647
| +38% | +$386K |
|
2978
BlackRock MuniYield Fund
MYD
$485M
| $1.41M | ﹤0.01% |
127,480
+3,953
| +3% | +$43.7K |
|
2979
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.89B
| $1.41M | ﹤0.01% |
17,854
-22,915
| -56% | -$1.81M |
|
2980
Grifois
GRFS
$6.87B
| $1.41M | ﹤0.01% |
121,721
-14,538
| -11% | -$168K |
|
2981
BridgeBio Pharma
BBIO
$10.2B
| $1.41M | ﹤0.01% |
34,810
+300
| +0.9% | +$12.1K |
|
2982
Johnson Outdoors
JOUT
$421M
| $1.4M | ﹤0.01% |
26,275
+3,778
| +17% | +$202K |
|
2983
Organogenesis Holdings
ORGO
$639M
| $1.4M | ﹤0.01% |
342,475
+9,707
| +3% | +$39.7K |
|
2984
Chegg
CHGG
$170M
| $1.4M | ﹤0.01% |
123,195
-6,075
| -5% | -$69K |
|
|
CHW
2985
Calamos Global Dynamic Income Fund
CHW
$476M
| $1.4M | ﹤0.01% |
242,408
-8,421
| -3% | -$48.6K |
|
2986
Kanzhun
BZ
$11.2B
| $1.4M | ﹤0.01% |
84,162
| – | – |
|
2987
iShares S&P GSCI Commodity-Indexed Trust
GSG
$992M
| $1.4M | ﹤0.01% |
69,603
+1,804
| +3% | +$36.2K |
|
2988
Credit Acceptance
CACC
$5.85B
| $1.4M | ﹤0.01% |
2,619
-3
| -0.1% | -$1.6K |
|
|
GMRE
2989
Global Medical REIT
GMRE
$514M
| $1.39M | ﹤0.01% |
125,659
-15,096
| -11% | -$168K |
|
2990
iShares Government/Credit Bond ETF
GBF
$137M
| $1.39M | ﹤0.01% |
13,223
+206
| +2% | +$21.7K |
|
2991
Consensus Cloud Solutions
CCSI
$521M
| $1.39M | ﹤0.01% |
52,993
-31,968
| -38% | -$838K |
|
|
LSXMK
2992
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.38M | ﹤0.01% |
48,120
-4,397
| -8% | -$127K |
|
2993
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$98.5M
| $1.37M | ﹤0.01% |
15,012
-5,270
| -26% | -$482K |
|
2994
ATN International
ATNI
$234M
| $1.37M | ﹤0.01% |
35,150
+2,498
| +8% | +$97.4K |
|
2995
Opendoor
OPEN
$6.62B
| $1.36M | ﹤0.01% |
304,202
+88,039
| +41% | +$394K |
|
2996
DHT Holdings
DHT
$1.95B
| $1.36M | ﹤0.01% |
138,478
+16,793
| +14% | +$165K |
|
2997
WisdomTree Cloud Computing Fund
WCLD
$340M
| $1.36M | ﹤0.01% |
38,850
-9,037
| -19% | -$316K |
|
2998
IES Holdings
IESC
$7.5B
| $1.36M | ﹤0.01% |
17,137
+46
| +0.3% | +$3.64K |
|
2999
Teladoc Health
TDOC
$1.35B
| $1.36M | ﹤0.01% |
63,004
-22,262
| -26% | -$480K |
|
3000
Riot Platforms
RIOT
$6.15B
| $1.36M | ﹤0.01% |
87,621
+6,850
| +8% | +$106K |
|