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 |
Walmart
WMT
|
+$373M |
| 2 |
Lam Research
LRCX
|
+$335M |
| 3 |
Medtronic
MDT
|
+$278M |
| 4 |
Qualcomm
QCOM
|
+$236M |
| 5 |
Southern Company
SO
|
+$235M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$466M |
| 2 |
US Bancorp
USB
|
+$466M |
| 3 |
UnitedHealth
UNH
|
+$436M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$415M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$413M |
Sector Composition
| 1 | Technology | 22.39% |
| 2 | Healthcare | 11.35% |
| 3 | Financials | 10.6% |
| 4 | Industrials | 8.57% |
| 5 | Consumer Discretionary | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3576
Revolve Group
RVLV
$1.68B
| $266K | ﹤0.01% |
10,501
+812
| +8% | +$20.5K |
|
3577
iShares Morningstar Multi-Asset Income ETF
IYLD
$118M
| $265K | ﹤0.01% |
13,786
-14,135
| -51% | -$272K |
|
|
QIWI
3578
DELISTED
QIWI PLC
QIWI
| $264K | ﹤0.01% |
65,030
-5
| -0% | -$20 |
|
3579
Lazard
LAZ
$5.21B
| $263K | ﹤0.01% |
7,942
+188
| +2% | +$6.23K |
|
3580
Beyond Meat
BYND
$198M
| $263K | ﹤0.01% |
+16,198
| New | +$263K |
|
3581
Cheniere Energy
CQP
$25.9B
| $262K | ﹤0.01% |
5,533
-7,702
| -58% | -$364K |
|
3582
Gladstone Investment Corp
GAIN
$542M
| $262K | ﹤0.01% |
19,754
-5,400
| -21% | -$71.6K |
|
3583
Evolus
EOLS
$478M
| $262K | ﹤0.01% |
30,931
-1,300
| -4% | -$11K |
|
3584
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.3B
| $260K | ﹤0.01% |
5,168
-510
| -9% | -$25.6K |
|
3585
Nuveen Core Equity Alpha Fund
JCE
$266M
| $259K | ﹤0.01% |
21,031
-127
| -0.6% | -$1.57K |
|
3586
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$132M
| $259K | ﹤0.01% |
+10,346
| New | +$259K |
|
3587
SPDR Blackstone Senior Loan ETF
SRLN
$6.98B
| $256K | ﹤0.01% |
+6,170
| New | +$256K |
|
|
ETX
3588
Eaton Vance Municipal Income 2028 Term Trust
ETX
$209M
| $255K | ﹤0.01% |
14,309
+330
| +2% | +$5.87K |
|
3589
C4 Therapeutics
CCCC
$191M
| $252K | ﹤0.01% |
80,135
+41,487
| +107% | +$130K |
|
3590
KT
KT
$9.64B
| $252K | ﹤0.01% |
22,187
-15,246
| -41% | -$173K |
|
3591
UNIFI
UFI
$81.5M
| $251K | ﹤0.01% |
30,776
+10,651
| +53% | +$87K |
|
3592
Coca-Cola Femsa
KOF
$17.6B
| $251K | ﹤0.01% |
+3,117
| New | +$251K |
|
|
CSTR
3593
DELISTED
CapStar Financial Holdings, Inc
CSTR
| $250K | ﹤0.01% |
+16,510
| New | +$250K |
|
|
IGA
3594
Voya Global Advantage and Premium Opportunity Fund
IGA
$152M
| $249K | ﹤0.01% |
29,140
-5,213
| -15% | -$44.5K |
|
3595
Sana Biotechnology
SANA
$767M
| $248K | ﹤0.01% |
75,887
+31,595
| +71% | +$103K |
|
|
BLUE
3596
DELISTED
bluebird bio
BLUE
| $248K | ﹤0.01% |
3,898
+1,337
| +52% | +$85K |
|
3597
Sandstorm Gold
SAND
$3.37B
| $248K | ﹤0.01% |
42,637
+480
| +1% | +$2.79K |
|
3598
Nuveen Arizona Quality Municipal Income Fund
NAZ
$136M
| $247K | ﹤0.01% |
21,821
+1,986
| +10% | +$22.4K |
|
|
AOMR
3599
Angel Oak Mortgage REIT
AOMR
$233M
| $246K | ﹤0.01% |
33,765
+2,984
| +10% | +$21.8K |
|
3600
Nuveen New York Quality Municipal Income Fund
NAN
$349M
| $246K | ﹤0.01% |
22,255
+4,458
| +25% | +$49.2K |
|