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 0-3 Month Treasury Bond ETF
SGOV
|
+$474M |
| 2 |
Eaton
ETN
|
+$455M |
| 3 |
Verisk Analytics
VRSK
|
+$365M |
| 4 |
Zimmer Biomet
ZBH
|
+$363M |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$339M |
Top Sells
| 1 |
Amazon
AMZN
|
+$593M |
| 2 |
Lockheed Martin
LMT
|
+$542M |
| 3 |
Microsoft
MSFT
|
+$451M |
| 4 |
Booz Allen Hamilton
BAH
|
+$427M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$424M |
Sector Composition
| 1 | Technology | 22.23% |
| 2 | Financials | 11.94% |
| 3 | Healthcare | 8.99% |
| 4 | Industrials | 8.11% |
| 5 | Consumer Discretionary | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3576
GFL Environmental
GFL
$17.1B
| $309K | ﹤0.01% |
4,468
-1,559
| -26% | -$108K |
|
3577
iRadimed
IRMD
$907M
| $307K | ﹤0.01% |
5,857
-12,268
| -68% | -$644K |
|
3578
Organogenesis Holdings
ORGO
$625M
| $307K | ﹤0.01% |
71,038
-57
| -0.1% | -$246 |
|
3579
Invesco Ultra Short Duration ETF
GSY
$3.03B
| $305K | ﹤0.01% |
6,080
-4,920
| -45% | -$247K |
|
3580
Petrobras Class A
PBR.A
$75.2B
| $305K | ﹤0.01% |
23,353
-225
| -1% | -$2.93K |
|
3581
Granite Ridge Resources
GRNT
$705M
| $303K | ﹤0.01% |
49,847
+152
| +0.3% | +$924 |
|
3582
Mobileye
MBLY
$11.1B
| $300K | ﹤0.01% |
20,841
+2,190
| +12% | +$31.5K |
|
3583
iShares MSCI Australia ETF
EWA
$1.55B
| $298K | ﹤0.01% |
12,716
+358
| +3% | +$8.39K |
|
3584
Oaktree Specialty Lending
OCSL
$1.21B
| $297K | ﹤0.01% |
19,338
-11,011
| -36% | -$169K |
|
|
QPFF
3585
DELISTED
American Century Quality Preferred ETF
QPFF
| $296K | ﹤0.01% |
+8,359
| New | +$296K |
|
3586
Aveanna Healthcare
AVAH
$1.76B
| $295K | ﹤0.01% |
54,474
+99
| +0.2% | +$537 |
|
|
SHYF
3587
DELISTED
The Shyft Group
SHYF
| $295K | ﹤0.01% |
36,484
-3,229
| -8% | -$26.1K |
|
3588
Hecla Mining
HL
$7.51B
| $294K | ﹤0.01% |
52,922
+27,552
| +109% | +$153K |
|
|
THW
3589
abrdn World Healthcare Fund
THW
$474M
| $294K | ﹤0.01% |
25,518
+7,202
| +39% | +$83K |
|
3590
Nelnet
NNI
$4.46B
| $293K | ﹤0.01% |
2,645
-5
| -0.2% | -$555 |
|
3591
Lands' End
LE
$475M
| $293K | ﹤0.01% |
28,775
+1
| +0% | +$10 |
|
3592
Janus Henderson Securitized Income ETF
JSI
$1.16B
| $293K | ﹤0.01% |
5,590
-1,602
| -22% | -$83.9K |
|
3593
Daily Journal
DJCO
$562M
| $292K | ﹤0.01% |
734
-33
| -4% | -$13.1K |
|
3594
CAE Inc
CAE
$8.47B
| $291K | ﹤0.01% |
8,392
-9,789
| -54% | -$340K |
|
3595
PAR Technology
PAR
$1.79B
| $291K | ﹤0.01% |
4,742
-75
| -2% | -$4.6K |
|
3596
Edgewise Therapeutics
EWTX
$1.5B
| $290K | ﹤0.01% |
13,167
-9,417
| -42% | -$207K |
|
|
BRT
3597
BRT Apartments
BRT
$290M
| $287K | ﹤0.01% |
16,894
-547
| -3% | -$9.3K |
|
3598
FlexShares International Quality Dividend Index Fund
IQDF
$810M
| $286K | ﹤0.01% |
11,478
-1,553
| -12% | -$38.7K |
|
3599
York Water
YORW
$445M
| $286K | ﹤0.01% |
+8,245
| New | +$286K |
|
3600
First Trust Managed Municipal ETF
FMB
$1.9B
| $284K | ﹤0.01% |
5,637
-26
| -0.5% | -$1.31K |
|