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 |
Apple
AAPL
|
+$684M |
| 2 |
American Tower
AMT
|
+$367M |
| 3 |
TJX Companies
TJX
|
+$337M |
| 4 |
Thermo Fisher Scientific
TMO
|
+$335M |
| 5 |
Arista Networks
ANET
|
+$310M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$986M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$658M |
| 3 |
Qualcomm
QCOM
|
+$570M |
| 4 |
United Parcel Service
UPS
|
+$522M |
| 5 |
Eaton
ETN
|
+$456M |
Sector Composition
| 1 | Technology | 25.23% |
| 2 | Financials | 10.48% |
| 3 | Healthcare | 9.58% |
| 4 | Industrials | 8.24% |
| 5 | Consumer Discretionary | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3051
AerSale
ASLE
$396M
| $1.12M | ﹤0.01% |
161,220
+67,400
| +72% | +$466K |
|
3052
Invesco Semiconductors ETF
PSI
$893M
| $1.11M | ﹤0.01% |
17,731
+1,617
| +10% | +$102K |
|
3053
Sprott Gold Miners ETF
SGDM
$542M
| $1.11M | ﹤0.01% |
41,472
+13,244
| +47% | +$355K |
|
3054
Crinetics Pharmaceuticals
CRNX
$3.3B
| $1.11M | ﹤0.01% |
+24,798
| New | +$1.11M |
|
3055
First Internet Bancorp
INBK
$209M
| $1.11M | ﹤0.01% |
41,031
+3,700
| +10% | +$100K |
|
|
CLDT
3056
Chatham Lodging
CLDT
$349M
| $1.11M | ﹤0.01% |
129,406
-142,079
| -52% | -$1.22M |
|
3057
Preformed Line Products
PLPC
$953M
| $1.1M | ﹤0.01% |
8,856
-1,054
| -11% | -$131K |
|
|
PTVE
3058
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $1.1M | ﹤0.01% |
97,281
+23,457
| +32% | +$266K |
|
3059
Nuveen Select Tax-Free Income Portfolio
NXP
$738M
| $1.1M | ﹤0.01% |
75,968
+19,494
| +35% | +$282K |
|
3060
Invesco Pharmaceuticals ETF
PJP
$267M
| $1.1M | ﹤0.01% |
13,321
+8,755
| +192% | +$720K |
|
3061
Calavo Growers
CVGW
$479M
| $1.09M | ﹤0.01% |
48,097
-2,934
| -6% | -$66.6K |
|
3062
Groupon
GRPN
$916M
| $1.09M | ﹤0.01% |
71,297
+24,013
| +51% | +$367K |
|
3063
3D Systems Corporation
DDD
$272M
| $1.09M | ﹤0.01% |
354,806
-35,387
| -9% | -$109K |
|
3064
Philips
PHG
$26.9B
| $1.09M | ﹤0.01% |
44,900
-4,634
| -9% | -$112K |
|
3065
American Healthcare REIT
AHR
$7.28B
| $1.09M | ﹤0.01% |
+74,300
| New | +$1.09M |
|
3066
Invesco Global Clean Energy ETF
PBD
$82M
| $1.09M | ﹤0.01% |
80,257
+2,824
| +4% | +$38.2K |
|
3067
Invesco S&P SmallCap Low Volatility ETF
XSLV
$258M
| $1.08M | ﹤0.01% |
24,788
-40,837
| -62% | -$1.78M |
|
3068
AMC Networks
AMCX
$328M
| $1.08M | ﹤0.01% |
111,577
+9,977
| +10% | +$96.4K |
|
3069
ASE Group
ASX
$24.6B
| $1.07M | ﹤0.01% |
93,481
+4,135
| +5% | +$47.2K |
|
3070
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.87B
| $1.07M | ﹤0.01% |
+11,697
| New | +$1.07M |
|
3071
XPeng
XPEV
$19.1B
| $1.06M | ﹤0.01% |
144,968
+3,661
| +3% | +$26.8K |
|
3072
Riot Platforms
RIOT
$6.06B
| $1.06M | ﹤0.01% |
115,806
+940
| +0.8% | +$8.59K |
|
3073
Covenant Logistics
CVLG
$575M
| $1.06M | ﹤0.01% |
42,882
-220
| -0.5% | -$5.42K |
|
3074
Titan International
TWI
$546M
| $1.05M | ﹤0.01% |
142,270
-113,352
| -44% | -$840K |
|
3075
Centrus Energy
LEU
$3.99B
| $1.05M | ﹤0.01% |
24,488
-1,784
| -7% | -$76.3K |
|