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 | 8.23% |
| 5 | Consumer Discretionary | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3726
Cimpress
CMPR
$1.54B
| $228K | ﹤0.01% |
+3,185
| New | +$228K |
|
|
INFN
3727
DELISTED
Infinera Corporation Common Stock
INFN
| $228K | ﹤0.01% |
+34,711
| New | +$228K |
|
|
PTVE
3728
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $228K | ﹤0.01% |
13,033
-17,022
| -57% | -$297K |
|
|
LAND
3729
Gladstone Land Corp
LAND
$325M
| $228K | ﹤0.01% |
20,968
-3,346
| -14% | -$36.3K |
|
3730
Organogenesis Holdings
ORGO
$634M
| $228K | ﹤0.01% |
71,095
-61,072
| -46% | -$195K |
|
3731
Goldman Sachs Future Tech Leaders Equity ETF
GTEK
$178M
| $227K | ﹤0.01% |
+7,013
| New | +$227K |
|
3732
James Hardie Industries plc
JHX
$11.7B
| $226K | ﹤0.01% |
7,340
-122
| -2% | -$3.76K |
|
3733
Golar LNG
GLNG
$4.52B
| $226K | ﹤0.01% |
5,340
-1,267
| -19% | -$53.6K |
|
3734
HUTCHMED
HCM
$2.74B
| $225K | ﹤0.01% |
15,610
+252
| +2% | +$3.63K |
|
3735
JPMorgan Core Plus Bond ETF
JCPB
$7.56B
| $225K | ﹤0.01% |
+4,875
| New | +$225K |
|
3736
Biote Corp
BTMD
$110M
| $224K | ﹤0.01% |
36,214
+3,351
| +10% | +$20.7K |
|
3737
First Trust Nasdaq Semiconductor ETF
FTXL
$297M
| $223K | ﹤0.01% |
2,550
-701
| -22% | -$61.2K |
|
3738
Cricut
CRCT
$1.26B
| $222K | ﹤0.01% |
+38,968
| New | +$222K |
|
3739
Rimini Street
RMNI
$416M
| $221K | ﹤0.01% |
82,772
+6,056
| +8% | +$16.2K |
|
3740
89bio
ETNB
$1.32B
| $221K | ﹤0.01% |
28,230
+14,641
| +108% | +$114K |
|
3741
Immunovant
IMVT
$2.99B
| $221K | ﹤0.01% |
+8,907
| New | +$221K |
|
3742
Kornit Digital
KRNT
$687M
| $221K | ﹤0.01% |
7,126
-1,237
| -15% | -$38.3K |
|
|
PKST
3743
Peakstone Realty Trust
PKST
$500M
| $220K | ﹤0.01% |
19,810
+6,602
| +50% | +$73.2K |
|
|
ZUO
3744
DELISTED
Zuora, Inc.
ZUO
| $219K | ﹤0.01% |
22,116
-2,386
| -10% | -$23.7K |
|
3745
Genco Shipping & Trading
GNK
$765M
| $219K | ﹤0.01% |
15,705
-3,060
| -16% | -$42.7K |
|
3746
ARK Fintech Innovation ETF
ARKF
$1.33B
| $219K | ﹤0.01% |
+5,899
| New | +$219K |
|
3747
Business First Bancshares
BFST
$745M
| $218K | ﹤0.01% |
+8,487
| New | +$218K |
|
3748
Grupo Aeroportuario del Pacifico
PAC
$12.6B
| $218K | ﹤0.01% |
1,245
+5
| +0.4% | +$875 |
|
|
FBMS
3749
DELISTED
The First Bancshares, Inc.
FBMS
| $218K | ﹤0.01% |
+6,220
| New | +$218K |
|
|
SILV
3750
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
| $216K | ﹤0.01% |
23,750
-1,751
| -7% | -$15.9K |
|