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 | |
|---|---|---|---|---|---|---|
3326
TriNet
TNET
$3.38B
| $584K | ﹤0.01% |
4,914
+1,459
| +42% | +$173K |
|
3327
Invesco S&P SmallCap Information Technology ETF
PSCT
$280M
| $583K | ﹤0.01% |
12,090
-656
| -5% | -$31.7K |
|
3328
BlackRock Core Bond Trust
BHK
$713M
| $583K | ﹤0.01% |
52,180
+10,513
| +25% | +$117K |
|
3329
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.34B
| $583K | ﹤0.01% |
+11,133
| New | +$583K |
|
3330
Aldeyra Therapeutics
ALDX
$342M
| $582K | ﹤0.01% |
165,928
-32,083
| -16% | -$113K |
|
3331
Frontline
FRO
$5.1B
| $582K | ﹤0.01% |
29,020
-14,285
| -33% | -$286K |
|
|
LGI
3332
Lazard Global Total Return & Income Fund
LGI
$230M
| $580K | ﹤0.01% |
37,836
-76,163
| -67% | -$1.17M |
|
3333
iShares MSCI India Small-Cap ETF
SMIN
$919M
| $578K | ﹤0.01% |
+8,273
| New | +$578K |
|
3334
Hovnanian Enterprises
HOV
$906M
| $576K | ﹤0.01% |
+3,702
| New | +$576K |
|
|
BRSP
3335
BrightSpire Capital
BRSP
$772M
| $576K | ﹤0.01% |
77,382
+16,506
| +27% | +$123K |
|
3336
Immunovant
IMVT
$2.85B
| $575K | ﹤0.01% |
13,650
+4,146
| +44% | +$175K |
|
3337
iShares US Tech Breakthrough Multisector ETF
TECB
$442M
| $575K | ﹤0.01% |
13,432
+3,320
| +33% | +$142K |
|
3338
iRadimed
IRMD
$914M
| $574K | ﹤0.01% |
12,084
+126
| +1% | +$5.98K |
|
3339
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.19B
| $573K | ﹤0.01% |
11,369
+3,820
| +51% | +$192K |
|
3340
Fidelity MSCI Real Estate Index ETF
FREL
$1.05B
| $568K | ﹤0.01% |
21,304
+2,153
| +11% | +$57.4K |
|
3341
IAC Inc
IAC
$2.92B
| $566K | ﹤0.01% |
13,180
-1,007
| -7% | -$43.3K |
|
3342
Emerald Holding
EEX
$1.01B
| $565K | ﹤0.01% |
94,500
| – | – |
|
3343
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$328M
| $564K | ﹤0.01% |
37,533
-2,522
| -6% | -$37.9K |
|
3344
Greenwich LifeSciences
GLSI
$152M
| $564K | ﹤0.01% |
53,647
-9,757
| -15% | -$103K |
|
3345
Array Technologies
ARRY
$1.34B
| $564K | ﹤0.01% |
33,578
-74,378
| -69% | -$1.25M |
|
3346
Sprott Physical Gold
PHYS
$13B
| $564K | ﹤0.01% |
35,403
-1,051
| -3% | -$16.7K |
|
3347
Pacer Trendpilot Fund of Funds ETF
TRND
$57.9M
| $564K | ﹤0.01% |
+19,013
| New | +$564K |
|
3348
Sutro Biopharma
STRO
$83.3M
| $563K | ﹤0.01% |
131,242
+25,662
| +24% | +$110K |
|
|
NOVA
3349
DELISTED
Sunnova Energy
NOVA
| $563K | ﹤0.01% |
+36,905
| New | +$563K |
|
3350
Cullinan Oncology
CGEM
$404M
| $560K | ﹤0.01% |
54,921
-7,687
| -12% | -$78.3K |
|