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 |
NVIDIA
NVDA
|
$11.4B |
| 2 |
Apple
AAPL
|
$684M |
| 3 |
American Tower
AMT
|
$367M |
| 4 |
TJX Companies
TJX
|
$337M |
| 5 |
Thermo Fisher Scientific
TMO
|
$335M |
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 | |
|---|---|---|---|---|---|---|
3676
Wave Life Sciences
WVE
$1.53B
| $130K | ﹤0.01% |
25,994
-350
| -1% | -$1.75K |
|
3677
BlackRock MuniHoldings New Yrok Quality Fund
MHN
$291M
| $128K | ﹤0.01% |
11,917
| – | – |
|
3678
AvePoint
AVPT
$3.44B
| $128K | ﹤0.01% |
+12,288
| New | +$128K |
|
3679
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$828M
| $127K | ﹤0.01% |
11,453
+26
| +0.2% | +$288 |
|
3680
SoundHound AI
SOUN
$5.47B
| $126K | ﹤0.01% |
31,852
-643
| -2% | -$2.54K |
|
|
NOVA
3681
DELISTED
Sunnova Energy
NOVA
| $124K | ﹤0.01% |
22,165
+10,965
| +98% | +$61.2K |
|
3682
iQIYI
IQ
$2.58B
| $124K | ﹤0.01% |
33,658
-239
| -0.7% | -$877 |
|
3683
Invesco Pennsylvania Value Municipal Income Trust
VPV
$179M
| $123K | ﹤0.01% |
11,350
-3,415
| -23% | -$37.1K |
|
3684
Cornerstone Strategic Value Fund
CLM
$2.3B
| $123K | ﹤0.01% |
15,916
| – | – |
|
3685
TrueCar
TRUE
$187M
| $122K | ﹤0.01% |
39,126
| – | – |
|
3686
Melco Resorts & Entertainment
MLCO
$3.9B
| $122K | ﹤0.01% |
16,304
-1,763
| -10% | -$13.2K |
|
3687
Cosan
CSAN
$2.13B
| $120K | ﹤0.01% |
+11,895
| New | +$120K |
|
3688
enGene Holdings
ENGN
$245M
| $118K | ﹤0.01% |
+12,524
| New | +$118K |
|
3689
Amplitude
AMPL
$1.43B
| $118K | ﹤0.01% |
13,258
+513
| +4% | +$4.57K |
|
3690
Santander
BSBR
$39B
| $117K | ﹤0.01% |
23,636
-7,990
| -25% | -$39.5K |
|
|
CRF
3691
Cornerstone Total Return Fund
CRF
$1.2B
| $117K | ﹤0.01% |
14,854
| – | – |
|
3692
Monroe Capital Corp
MRCC
$162M
| $117K | ﹤0.01% |
15,319
+2,004
| +15% | +$15.3K |
|
3693
Suzano
SUZ
$11.9B
| $114K | ﹤0.01% |
11,127
-1,797
| -14% | -$18.5K |
|
3694
Lucid Motors
LCID
$54.3B
| $113K | ﹤0.01% |
43,350
-35,872
| -45% | -$93.6K |
|
3695
First Majestic Silver
AG
$4.69B
| $112K | ﹤0.01% |
18,967
-1,774
| -9% | -$10.5K |
|
|
SVM
3696
Silvercorp Metals
SVM
$1.11B
| $111K | ﹤0.01% |
33,155
+300
| +0.9% | +$1.01K |
|
3697
Weibo
WB
$2.76B
| $111K | ﹤0.01% |
14,478
-2,915
| -17% | -$22.4K |
|
3698
iHeartMedia
IHRT
$336M
| $108K | ﹤0.01% |
98,802
| – | – |
|
3699
Coherus Oncology, Inc. Common Stock
CHRS
$138M
| $106K | ﹤0.01% |
+61,449
| New | +$106K |
|
3700
Oportun Financial
OPRT
$278M
| $106K | ﹤0.01% |
36,529
-750
| -2% | -$2.18K |
|