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 |
Meta Platforms (Facebook)
META
|
+$847M |
| 2 |
Walt Disney
DIS
|
+$674M |
| 3 |
Amazon
AMZN
|
+$603M |
| 4 |
Applied Materials
AMAT
|
+$420M |
| 5 |
eBay
EBAY
|
+$406M |
Top Sells
| 1 |
Lam Research
LRCX
|
+$739M |
| 2 |
Philip Morris
PM
|
+$448M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$433M |
| 4 |
Marvell Technology
MRVL
|
+$384M |
| 5 |
Qualcomm
QCOM
|
+$357M |
Sector Composition
| 1 | Technology | 23.22% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.87% |
| 4 | Industrials | 8.86% |
| 5 | Consumer Discretionary | 7.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2976
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.72B
| $1.34M | ﹤0.01% |
60,651
+3,415
| +6% | +$75.7K |
|
2977
Global X FinTech ETF
FINX
$300M
| $1.34M | ﹤0.01% |
48,052
-2,906
| -6% | -$81K |
|
2978
BlackRock MuniYield Quality Fund III
MYI
$733M
| $1.33M | ﹤0.01% |
116,434
-7,638
| -6% | -$87.5K |
|
2979
Soleno Therapeutics
SLNO
$2.85B
| $1.33M | ﹤0.01% |
+31,140
| New | +$1.33M |
|
2980
Invesco NASDAQ Internet ETF
PNQI
$812M
| $1.33M | ﹤0.01% |
33,388
-32,975
| -50% | -$1.32M |
|
|
VERV
2981
DELISTED
Verve Therapeutics
VERV
| $1.33M | ﹤0.01% |
99,960
-3,713
| -4% | -$49.3K |
|
2982
Accel Entertainment
ACEL
$938M
| $1.32M | ﹤0.01% |
+112,370
| New | +$1.32M |
|
2983
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.1B
| $1.32M | ﹤0.01% |
8,515
-2,278
| -21% | -$354K |
|
2984
First Mid Bancshares
FMBH
$945M
| $1.32M | ﹤0.01% |
40,513
-10,223
| -20% | -$334K |
|
2985
iShares Global Utilities ETF
JXI
$216M
| $1.32M | ﹤0.01% |
22,393
-5,439
| -20% | -$321K |
|
2986
United States Copper Index Fund
CPER
$222M
| $1.32M | ﹤0.01% |
52,606
+12,749
| +32% | +$319K |
|
2987
AbCellera Biologics
ABCL
$1.34B
| $1.31M | ﹤0.01% |
289,836
-50
| -0% | -$227 |
|
2988
Lemonade
LMND
$3.88B
| $1.31M | ﹤0.01% |
79,872
+8,445
| +12% | +$139K |
|
2989
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$980M
| $1.31M | ﹤0.01% |
14,431
+754
| +6% | +$68.5K |
|
2990
BlackRock Corporate High Yield Fund
HYT
$1.54B
| $1.31M | ﹤0.01% |
133,709
-19,811
| -13% | -$194K |
|
2991
iShares US Utilities ETF
IDU
$1.6B
| $1.31M | ﹤0.01% |
15,299
-26,421
| -63% | -$2.26M |
|
2992
Coursera
COUR
$1.8B
| $1.31M | ﹤0.01% |
+93,285
| New | +$1.31M |
|
2993
Evolus
EOLS
$465M
| $1.31M | ﹤0.01% |
93,391
-17,748
| -16% | -$248K |
|
2994
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$133M
| $1.3M | ﹤0.01% |
50,758
-15,940
| -24% | -$409K |
|
2995
Oppenheimer Holdings
OPY
$806M
| $1.3M | ﹤0.01% |
32,527
-2,345
| -7% | -$93.6K |
|
2996
First Internet Bancorp
INBK
$212M
| $1.3M | ﹤0.01% |
37,331
-16,948
| -31% | -$589K |
|
|
SLRN
2997
DELISTED
ACELYRIN
SLRN
| $1.29M | ﹤0.01% |
190,703
+94,012
| +97% | +$635K |
|
|
DCPH
2998
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $1.28M | ﹤0.01% |
81,688
+3,523
| +5% | +$55.4K |
|
2999
Preformed Line Products
PLPC
$979M
| $1.28M | ﹤0.01% |
9,910
-189
| -2% | -$24.3K |
|
3000
AllianceBernstein
AB
$4.19B
| $1.27M | ﹤0.01% |
36,581
+4,426
| +14% | +$154K |
|