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 | |
|---|---|---|---|---|---|---|
|
ME
3751
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $43.9K | ﹤0.01% |
112,225
| – | – |
|
3752
Athira Pharma
ATHA
$14.9M
| $43.1K | ﹤0.01% |
16,269
-2,000
| -11% | -$5.3K |
|
3753
Traeger
COOK
$173M
| $42.5K | ﹤0.01% |
+17,713
| New | +$42.5K |
|
3754
Clean Energy Fuels
CLNE
$572M
| $41.3K | ﹤0.01% |
15,450
+398
| +3% | +$1.06K |
|
3755
Petco
WOOF
$1.03B
| $39.1K | ﹤0.01% |
+10,337
| New | +$39.1K |
|
3756
Anywhere Real Estate
HOUS
$663M
| $37.5K | ﹤0.01% |
11,324
-314,887
| -97% | -$1.04M |
|
3757
TherapeuticsMD
TXMD
$12.5M
| $36.2K | ﹤0.01% |
22,470
| – | – |
|
3758
Denison Mines
DNN
$2.01B
| $34.8K | ﹤0.01% |
17,500
| – | – |
|
3759
Big 5 Sporting Goods
BGFV
$32.8M
| $34.7K | ﹤0.01% |
11,721
-1,249
| -10% | -$3.7K |
|
3760
Personalis
PSNL
$417M
| $33.8K | ﹤0.01% |
28,872
-11,076
| -28% | -$13K |
|
3761
FibroGen
FGEN
$45M
| $33.2K | ﹤0.01% |
37,227
-168,197
| -82% | -$150K |
|
3762
Maxeon Solar Technologies
MAXN
$61.3M
| $32.4K | ﹤0.01% |
37,948
-397
| -1% | -$339 |
|
3763
TMC The Metals Company
TMC
$2.17B
| $28.6K | ﹤0.01% |
21,157
+1,157
| +6% | +$1.56K |
|
3764
Sangamo Therapeutics
SGMO
$163M
| $27K | ﹤0.01% |
75,274
+63,800
| +556% | +$22.9K |
|
3765
Oxbridge Re Holdings
OXBR
$16.7M
| $23.8K | ﹤0.01% |
10,000
-15,000
| -60% | -$35.7K |
|
3766
Lineage Cell Therapeutics
LCTX
$276M
| $23.6K | ﹤0.01% |
23,660
| – | – |
|
3767
Vuzix
VUZI
$164M
| $23.4K | ﹤0.01% |
+17,300
| New | +$23.4K |
|
3768
Purple Innovation
PRPL
$122M
| $19.5K | ﹤0.01% |
+18,771
| New | +$19.5K |
|
|
CMLS
3769
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $19.2K | ﹤0.01% |
10,439
| – | – |
|
3770
ChargePoint
CHPT
$250M
| $18.3K | ﹤0.01% |
12,131
-10,576
| -47% | -$16K |
|
3771
CEL-SCI Corp
CVM
$78.9M
| $18K | ﹤0.01% |
15,520
| – | – |
|
3772
Luminar Technologies
LAZR
$111M
| $17K | ﹤0.01% |
11,442
-460
| -4% | -$685 |
|
3773
Retractable Technologies
RVP
$24.2M
| $16.3K | ﹤0.01% |
15,100
| – | – |
|
3774
American Battery Technology Co
ABAT
$219M
| $15.4K | ﹤0.01% |
+12,285
| New | +$15.4K |
|
|
DXYN
3775
DELISTED
Dixie Group Inc
DXYN
| $13.3K | ﹤0.01% |
20,353
| – | – |
|