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 Russell 1000 Growth ETF
IWF
|
$981M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$618M |
| 3 |
NVIDIA
NVDA
|
$379M |
| 4 |
Bank of New York Mellon
BK
|
$363M |
| 5 |
CRH
CRH
|
$294M |
Top Sells
| 1 |
Broadcom
AVGO
|
$1.17B |
| 2 |
Cigna
CI
|
$446M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$439M |
| 4 |
Medtronic
MDT
|
$410M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$391M |
Sector Composition
| 1 | Technology | 23.33% |
| 2 | Financials | 10.89% |
| 3 | Healthcare | 10.04% |
| 4 | Industrials | 8.77% |
| 5 | Consumer Discretionary | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3751
Mersana Therapeutics
MRSN
$35M
| $95.1K | ﹤0.01% |
+41,004
| New | +$95.1K |
|
3752
GrowGeneration
GRWG
$98M
| $92.5K | ﹤0.01% |
36,854
-12,489
| -25% | -$31.3K |
|
|
SHCR
3753
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $91.7K | ﹤0.01% |
+84,864
| New | +$91.7K |
|
|
TVRD
3754
Tvardi Therapeutics, Inc. Common Stock
TVRD
$277M
| $87.3K | ﹤0.01% |
117,471
-30,630
| -21% | -$22.8K |
|
|
JMIA
3755
Jumia Technologies
JMIA
$986M
| $86.8K | ﹤0.01% |
24,578
+4,732
| +24% | +$16.7K |
|
|
SVM
3756
Silvercorp Metals
SVM
$1.11B
| $86.4K | ﹤0.01% |
32,855
-2,120
| -6% | -$5.58K |
|
3757
CEMIG Preferred Shares
CIG
$5.66B
| $85K | ﹤0.01% |
36,539
-762
| -2% | -$1.77K |
|
3758
Ardelyx
ARDX
$1.54B
| $84.4K | ﹤0.01% |
13,612
-954,263
| -99% | -$5.92M |
|
|
TSP
3759
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $84K | ﹤0.01% |
95,690
+74,761
| +357% | +$65.6K |
|
3760
Community Health Systems
CYH
$395M
| $83.7K | ﹤0.01% |
26,750
-459,254
| -94% | -$1.44M |
|
3761
Copel
ELPC
$6.05B
| $80.4K | ﹤0.01% |
+10,222
| New | +$80.4K |
|
|
BKCC
3762
DELISTED
BlackRock Capital Investment Corporation
BKCC
| $80.1K | ﹤0.01% |
20,691
+90
| +0.4% | +$348 |
|
3763
Yext
YEXT
$1.1B
| $78.9K | ﹤0.01% |
+13,400
| New | +$78.9K |
|
|
CUTR
3764
DELISTED
Cutera, Inc.
CUTR
| $78.7K | ﹤0.01% |
22,332
-3,790
| -15% | -$13.4K |
|
3765
Ambev
ABEV
$34.1B
| $77.5K | ﹤0.01% |
27,559
-1,263
| -4% | -$3.55K |
|
|
MTTR
3766
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $76.2K | ﹤0.01% |
28,312
-9,267
| -25% | -$24.9K |
|
3767
Telefonica
TEF
$30.2B
| $75.3K | ﹤0.01% |
18,724
-11,210
| -37% | -$45.1K |
|
3768
UWM Holdings
UWMC
$1.22B
| $74.6K | ﹤0.01% |
10,315
-31,137
| -75% | -$225K |
|
3769
Zevra Therapeutics
ZVRA
$511M
| $73.7K | ﹤0.01% |
+11,258
| New | +$73.7K |
|
|
OPI
3770
Office Properties Income Trust
OPI
$15.7M
| $73.3K | ﹤0.01% |
10,015
-8,420
| -46% | -$61.6K |
|
3771
Rush Street Interactive
RSI
$2.04B
| $72.4K | ﹤0.01% |
16,127
-3,400
| -17% | -$15.3K |
|
3772
ICL Group
ICL
$8.08B
| $69.8K | ﹤0.01% |
+13,932
| New | +$69.8K |
|
|
FT
3773
Franklin Universal Trust
FT
$198M
| $68.2K | ﹤0.01% |
10,259
-2
| -0% | -$13 |
|
3774
Aclaris Therapeutics
ACRS
$216M
| $68K | ﹤0.01% |
64,760
-12,755
| -16% | -$13.4K |
|
3775
Nkarta
NKTX
$149M
| $67.8K | ﹤0.01% |
10,276
-127
| -1% | -$838 |
|