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 |
Broadcom
AVGO
|
$4.43B |
| 2 |
UnitedHealth
UNH
|
$471M |
| 3 |
SW
Smurfit Westrock plc
SW
|
$438M |
| 4 |
Walt Disney
DIS
|
$409M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$363M |
Top Sells
| 1 |
Apple
AAPL
|
$700M |
| 2 |
Nike
NKE
|
$609M |
| 3 |
Visa
V
|
$544M |
| 4 |
Microchip Technology
MCHP
|
$529M |
| 5 |
Becton Dickinson
BDX
|
$501M |
Sector Composition
| 1 | Technology | 24.09% |
| 2 | Financials | 10.53% |
| 3 | Healthcare | 9.64% |
| 4 | Industrials | 8.44% |
| 5 | Consumer Discretionary | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
STKL
3776
SunOpta
STKL
$741M
| $78.8K | ﹤0.01% |
12,350
-35
| -0.3% | -$223 |
|
|
SJT
3777
San Juan Basin Royalty Trust
SJT
$268M
| $77.6K | ﹤0.01% |
+20,964
| New | +$77.6K |
|
3778
Veritone
VERI
$169M
| $76.4K | ﹤0.01% |
21,280
| – | – |
|
3779
EVgo
EVGO
$521M
| $71.7K | ﹤0.01% |
+17,310
| New | +$71.7K |
|
3780
Copel
ELPC
$6.18B
| $71.5K | ﹤0.01% |
11,444
-215
| -2% | -$1.34K |
|
|
AHT
3781
Ashford Hospitality Trust
AHT
$36.7M
| $69.8K | ﹤0.01% |
93,245
-138
| -0.1% | -$103 |
|
3782
Gabelli Equity Trust
GAB
$1.88B
| $68.9K | ﹤0.01% |
+12,551
| New | +$68.9K |
|
3783
Aldeyra Therapeutics
ALDX
$351M
| $67.8K | ﹤0.01% |
+12,580
| New | +$67.8K |
|
3784
Seer Inc
SEER
$115M
| $67.5K | ﹤0.01% |
34,256
-327,545
| -91% | -$645K |
|
3785
Archer Aviation
ACHR
$5.77B
| $67.4K | ﹤0.01% |
22,241
+2,025
| +10% | +$6.14K |
|
3786
C4 Therapeutics
CCCC
$185M
| $66.2K | ﹤0.01% |
+11,620
| New | +$66.2K |
|
3787
Coherus Oncology, Inc. Common Stock
CHRS
$135M
| $63.9K | ﹤0.01% |
61,449
| – | – |
|
3788
Ambev
ABEV
$34.9B
| $60.4K | ﹤0.01% |
24,765
-23,898
| -49% | -$58.3K |
|
3789
PMV Pharmaceuticals
PMVP
$74.2M
| $58.9K | ﹤0.01% |
39,522
-10,272
| -21% | -$15.3K |
|
|
ACCD
3790
DELISTED
Accolade, Inc. Common Stock
ACCD
| $58.3K | ﹤0.01% |
15,142
-94,456
| -86% | -$364K |
|
3791
Silicon Motion
SIMO
$2.71B
| $58K | ﹤0.01% |
954
-2,431
| -72% | -$148K |
|
|
YALA
3792
Yalla Group
YALA
$1.23B
| $57.4K | ﹤0.01% |
+12,653
| New | +$57.4K |
|
3793
Erasca
ERAS
$445M
| $57.1K | ﹤0.01% |
20,928
-152,875
| -88% | -$417K |
|
3794
AMC Entertainment Holdings
AMC
$1.44B
| $56.9K | ﹤0.01% |
+12,498
| New | +$56.9K |
|
3795
ICL Group
ICL
$8.31B
| $50.9K | ﹤0.01% |
11,973
+859
| +8% | +$3.65K |
|
3796
Clean Energy Fuels
CLNE
$577M
| $46.8K | ﹤0.01% |
15,050
-400
| -3% | -$1.24K |
|
3797
GrowGeneration
GRWG
$102M
| $46.6K | ﹤0.01% |
21,874
+10
| +0% | +$21 |
|
3798
Petco
WOOF
$1.12B
| $45.9K | ﹤0.01% |
10,082
-255
| -2% | -$1.16K |
|
3799
Cardlytics
CDLX
$54.3M
| $44.3K | ﹤0.01% |
13,859
-4,685
| -25% | -$15K |
|
|
NRO
3800
Neuberger Berman Real Estate Securities Income Fund
NRO
$207M
| $42.6K | ﹤0.01% |
+10,358
| New | +$42.6K |
|