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 Core US Aggregate Bond ETF
AGG
|
+$797M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$741M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$679M |
| 4 |
Boeing
BA
|
+$440M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$359M |
Top Sells
| 1 |
Elevance Health
ELV
|
+$691M |
| 2 |
Apple
AAPL
|
+$522M |
| 3 |
NVIDIA
NVDA
|
+$519M |
| 4 |
Amazon
AMZN
|
+$469M |
| 5 |
IBM
IBM
|
+$330M |
Sector Composition
| 1 | Technology | 24.72% |
| 2 | Financials | 11.26% |
| 3 | Healthcare | 8.3% |
| 4 | Industrials | 8.22% |
| 5 | Consumer Discretionary | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3576
Leonardo DRS
DRS
$10.7B
| $344K | ﹤0.01% |
+10,642
| New | +$344K |
|
3577
Kymera Therapeutics
KYMR
$3.11B
| $344K | ﹤0.01% |
+8,544
| New | +$344K |
|
3578
iShares US Pharmaceuticals ETF
IHE
$583M
| $344K | ﹤0.01% |
5,230
+966
| +23% | +$63.5K |
|
3579
Camping World
CWH
$1.11B
| $343K | ﹤0.01% |
16,283
+7,473
| +85% | +$158K |
|
3580
Coca-Cola Femsa
KOF
$17.8B
| $343K | ﹤0.01% |
4,399
-265
| -6% | -$20.7K |
|
3581
BlackRock MuniYield Quality Fund II
MQT
$218M
| $343K | ﹤0.01% |
34,750
+3,000
| +9% | +$29.6K |
|
3582
Rezolute
RZLT
$703M
| $342K | ﹤0.01% |
+69,724
| New | +$342K |
|
3583
Revolve Group
RVLV
$1.67B
| $341K | ﹤0.01% |
10,190
+1,364
| +15% | +$45.7K |
|
3584
Denali Therapeutics
DNLI
$2.25B
| $341K | ﹤0.01% |
16,743
+9,343
| +126% | +$190K |
|
3585
Global X Emerging Markets Bond ETF
EMBD
$229M
| $341K | ﹤0.01% |
+15,094
| New | +$341K |
|
3586
Viemed Healthcare
VMD
$266M
| $340K | ﹤0.01% |
+42,418
| New | +$340K |
|
3587
Aurinia Pharmaceuticals
AUPH
$1.62B
| $339K | ﹤0.01% |
37,796
+26,981
| +249% | +$242K |
|
3588
FT Vest US Equity Buffer ETF January
FJAN
$1.12B
| $338K | ﹤0.01% |
+7,368
| New | +$338K |
|
|
ONC
3589
BeOne Medicines Ltd. American Depositary Shares
ONC
$38.6B
| $337K | ﹤0.01% |
1,827
+8
| +0.4% | +$1.48K |
|
3590
iShares JPMorgan EM Corporate Bond ETF
CEMB
$398M
| $337K | ﹤0.01% |
7,587
+221
| +3% | +$9.81K |
|
3591
Ambarella
AMBA
$3.59B
| $336K | ﹤0.01% |
4,625
-38,556
| -89% | -$2.8M |
|
3592
SIGA Technologies
SIGA
$627M
| $335K | ﹤0.01% |
55,752
-8,897
| -14% | -$53.5K |
|
3593
Disc Medicine
IRON
$2.15B
| $335K | ﹤0.01% |
+5,278
| New | +$335K |
|
3594
VanEck Environmental Services ETF
EVX
$92.7M
| $334K | ﹤0.01% |
9,750
+50
| +0.5% | +$1.72K |
|
3595
Sutro Biopharma
STRO
$82.3M
| $332K | ﹤0.01% |
180,401
-1,825
| -1% | -$3.36K |
|
|
OPRA
3596
Opera Ltd
OPRA
$1.73B
| $331K | ﹤0.01% |
17,481
-21,188
| -55% | -$401K |
|
|
MREO
3597
Mereo BioPharma
MREO
$290M
| $331K | ﹤0.01% |
94,456
+61,642
| +188% | +$216K |
|
3598
United Microelectronic
UMC
$17.3B
| $328K | ﹤0.01% |
50,548
-27,847
| -36% | -$181K |
|
3599
Invesco DB Precious Metals Fund
DBP
$207M
| $326K | ﹤0.01% |
5,370
-2,104
| -28% | -$128K |
|
3600
iShares Yield Optimized Bond ETF
BYLD
$271M
| $326K | ﹤0.01% |
+14,707
| New | +$326K |
|