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 | |
|---|---|---|---|---|---|---|
3376
Stantec
STN
$12.3B
| $457K | ﹤0.01% |
3,999
-5,200
| -57% | -$595K |
|
|
GRAL
3377
GRAIL, Inc. Common Stock
GRAL
$1.38B
| $457K | ﹤0.01% |
+29,717
| New | +$457K |
|
3378
Franklin FTSE United Kingdom ETF
FLGB
$851M
| $457K | ﹤0.01% |
17,367
-1,906
| -10% | -$50.1K |
|
3379
FlexShares Quality Dividend Defensive Index Fund
QDEF
$471M
| $456K | ﹤0.01% |
6,962
-66
| -0.9% | -$4.33K |
|
3380
Invesco Value Municipal Income Trust
IIM
$566M
| $455K | ﹤0.01% |
36,909
-8,344
| -18% | -$103K |
|
|
HIMX
3381
Himax Technologies
HIMX
$1.47B
| $455K | ﹤0.01% |
57,227
+11,955
| +26% | +$95K |
|
3382
Prospect Capital
PSEC
$1.33B
| $452K | ﹤0.01% |
81,812
+11,243
| +16% | +$62.2K |
|
3383
Bioceres Crop Solutions
BIOX
$161M
| $451K | ﹤0.01% |
40,259
-7,724
| -16% | -$86.6K |
|
3384
OrthoPediatrics
KIDS
$524M
| $449K | ﹤0.01% |
15,617
-3,798
| -20% | -$109K |
|
3385
Futu Holdings
FUTU
$26.1B
| $448K | ﹤0.01% |
6,831
-40,421
| -86% | -$2.65M |
|
3386
MasterCraft Boat Holdings
MCFT
$388M
| $448K | ﹤0.01% |
+23,711
| New | +$448K |
|
3387
Inotiv
NOTV
$55M
| $445K | ﹤0.01% |
268,089
-181,070
| -40% | -$301K |
|
3388
Bridgewater Bancshares
BWB
$452M
| $443K | ﹤0.01% |
38,195
-64,674
| -63% | -$751K |
|
3389
Hudson Technologies
HDSN
$450M
| $443K | ﹤0.01% |
50,368
-82,483
| -62% | -$725K |
|
3390
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$277M
| $439K | ﹤0.01% |
+21,030
| New | +$439K |
|
3391
Nova
NVMI
$8.11B
| $438K | ﹤0.01% |
1,868
+60
| +3% | +$14.1K |
|
3392
Ribbon Communications
RBBN
$719M
| $438K | ﹤0.01% |
132,999
-3,295
| -2% | -$10.8K |
|
|
MOMO
3393
Hello Group
MOMO
$1.3B
| $437K | ﹤0.01% |
71,465
+10,516
| +17% | +$64.4K |
|
3394
BlackRock Municipal Income Trust
BFK
$436M
| $437K | ﹤0.01% |
42,812
+11,810
| +38% | +$121K |
|
3395
First Business Financial Services
FBIZ
$435M
| $437K | ﹤0.01% |
11,808
| – | – |
|
3396
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$479M
| $435K | ﹤0.01% |
5,571
| – | – |
|
3397
Aegon
AEG
$11.9B
| $434K | ﹤0.01% |
70,313
+4,156
| +6% | +$25.6K |
|
|
RVNC
3398
DELISTED
Revance Therapeutics, Inc.
RVNC
| $432K | ﹤0.01% |
167,948
-1,963
| -1% | -$5.05K |
|
3399
Global X Lithium & Battery Tech ETF
LIT
$1.18B
| $431K | ﹤0.01% |
11,101
-929
| -8% | -$36.1K |
|
3400
iRadimed
IRMD
$914M
| $427K | ﹤0.01% |
9,718
-2,169
| -18% | -$95.3K |
|