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 |
Prologis
PLD
|
+$514M |
| 2 |
Cigna
CI
|
+$491M |
| 3 |
Intuitive Surgical
ISRG
|
+$427M |
| 4 |
Procter & Gamble
PG
|
+$419M |
| 5 |
Parker-Hannifin
PH
|
+$276M |
Top Sells
| 1 |
CVS Health
CVS
|
+$345M |
| 2 |
Eli Lilly
LLY
|
+$341M |
| 3 |
Adeia
ADEA
|
+$332M |
| 4 |
Target
TGT
|
+$329M |
| 5 |
Salesforce
CRM
|
+$313M |
Sector Composition
| 1 | Technology | 19.58% |
| 2 | Healthcare | 12.51% |
| 3 | Financials | 11.68% |
| 4 | Industrials | 8.8% |
| 5 | Consumer Discretionary | 6.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3551
John Hancock Multifactor Emerging Markets ETF
JHEM
$628M
| $271K | ﹤0.01% |
11,744
-4,718
| -29% | -$109K |
|
3552
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.72B
| $271K | ﹤0.01% |
13,251
-2,381
| -15% | -$48.7K |
|
3553
Dyne Therapeutics
DYN
$1.89B
| $269K | ﹤0.01% |
23,220
| – | – |
|
3554
Omeros
OMER
$287M
| $269K | ﹤0.01% |
118,966
-1,200
| -1% | -$2.71K |
|
3555
Lazard
LAZ
$5.3B
| $268K | ﹤0.01% |
7,754
-17
| -0.2% | -$588 |
|
3556
Esperion Therapeutics
ESPR
$512M
| $267K | ﹤0.01% |
42,951
+12
| +0% | +$75 |
|
3557
Sabesp
SBS
$15.9B
| $267K | ﹤0.01% |
25,116
-464
| -2% | -$4.93K |
|
3558
SelectQuote
SLQT
$351M
| $267K | ﹤0.01% |
398,084
-475,126
| -54% | -$319K |
|
3559
AngloGold Ashanti
AU
$31.3B
| $266K | ﹤0.01% |
13,734
+3,713
| +37% | +$71.9K |
|
3560
iShares MSCI Switzerland ETF
EWL
$1.34B
| $266K | ﹤0.01% |
6,345
-22,872
| -78% | -$959K |
|
3561
Peloton Interactive
PTON
$3.24B
| $266K | ﹤0.01% |
33,496
+3,353
| +11% | +$26.6K |
|
3562
HUTCHMED
HCM
$2.76B
| $264K | ﹤0.01% |
+17,860
| New | +$264K |
|
|
QIWI
3563
DELISTED
QIWI PLC
QIWI
| $264K | ﹤0.01% |
65,035
-2,042
| -3% | -$8.29K |
|
3564
Eletrobras Common Shares
EBR
$18.8B
| $263K | ﹤0.01% |
33,127
+455
| +1% | +$3.61K |
|
3565
ACNB Corp
ACNB
$473M
| $263K | ﹤0.01% |
+6,610
| New | +$263K |
|
3566
Arcturus Therapeutics
ARCT
$484M
| $263K | ﹤0.01% |
15,530
+1,510
| +11% | +$25.6K |
|
3567
BGSF Inc
BGSF
$70.1M
| $262K | ﹤0.01% |
17,115
| – | – |
|
3568
Nuveen CA Select Tax-Free Income Portfolio
NXC
$83.2M
| $262K | ﹤0.01% |
+18,225
| New | +$262K |
|
3569
AquaBounty Technologies
AQB
$4.85M
| $261K | ﹤0.01% |
17,156
-205
| -1% | -$3.12K |
|
|
LBC
3570
DELISTED
Luther Burbank Corporation Common Stock
LBC
| $260K | ﹤0.01% |
23,383
-5,043
| -18% | -$56.1K |
|
3571
WisdomTree Europe SmallCap Dividend Fund
DFE
$180M
| $258K | ﹤0.01% |
4,722
+18
| +0.4% | +$983 |
|
|
MOMO
3572
Hello Group
MOMO
$1.3B
| $257K | ﹤0.01% |
28,547
+10,539
| +59% | +$94.9K |
|
3573
Surgery Partners
SGRY
$2.83B
| $257K | ﹤0.01% |
+9,237
| New | +$257K |
|
3574
Woori Financial
WF
$13B
| $257K | ﹤0.01% |
+9,328
| New | +$257K |
|
3575
Brookfield Infrastructure
BIPC
$4.83B
| $253K | ﹤0.01% |
6,496
+409
| +7% | +$15.9K |
|