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 |
Alphabet (Google) Class A
GOOGL
|
$646M |
| 2 |
Gilead Sciences
GILD
|
$598M |
| 3 |
NVIDIA
NVDA
|
$538M |
| 4 |
Altria Group
MO
|
$367M |
| 5 |
Synopsys
SNPS
|
$300M |
Top Sells
| 1 |
AbbVie
ABBV
|
$580M |
| 2 |
eBay
EBAY
|
$488M |
| 3 |
Lam Research
LRCX
|
$368M |
| 4 |
Trane Technologies
TT
|
$280M |
| 5 |
Dropbox
DBX
|
$268M |
Sector Composition
| 1 | Technology | 25.11% |
| 2 | Financials | 11.83% |
| 3 | Industrials | 8.16% |
| 4 | Healthcare | 7.52% |
| 5 | Consumer Discretionary | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3801
Community Health Systems
CYH
$387M
| $84.6K | ﹤0.01% | 24,881 -6,483 | -21% | -$22K |
|
|
TRTX
3802
TPG RE Finance Trust
TRTX
$735M
| $80.9K | ﹤0.01% | 10,195 +25 | +0.2% | +$198 |
|
3803
Chegg
CHGG
$159M
| $79.5K | ﹤0.01% | 65,720 -1,200 | -2% | -$1.45K |
|
3804
UWM Holdings
UWMC
$1.25B
| $79.5K | ﹤0.01% | 19,094 -6,255 | -25% | -$26K |
|
3805
ImmunityBio
IBRX
$2.21B
| $79.3K | ﹤0.01% | 30,030 -8,774 | -23% | -$23.2K |
|
3806
Gabelli Equity Trust
GAB
$1.88B
| $79.2K | ﹤0.01% | +13,605 | New | +$79.2K |
|
|
DHY
3807
Credit Suisse High Yield Bond Fund
DHY
$217M
| $79K | ﹤0.01% | 37,084 -1,971 | -5% | -$4.2K |
|
3808
ICL Group
ICL
$8.31B
| $77K | ﹤0.01% | 11,192 | – | – |
|
3809
QuantumScape
QS
$4.49B
| $76.1K | ﹤0.01% | +11,320 | New | +$76.1K |
|
|
ZJK
3810
ZJK Industrial Co., Ltd. Ordinary Shares
ZJK
$236M
| $75.3K | ﹤0.01% | 19,363 +736 | +4% | +$2.86K |
|
3811
Kura Oncology
KURA
$686M
| $74.8K | ﹤0.01% | 12,955 +469 | +4% | +$2.71K |
|
|
SVC
3812
Service Properties Trust
SVC
$451M
| $70.9K | ﹤0.01% | 29,656 -8,035 | -21% | -$19.2K |
|
|
VZLA
3813
Vizsla Silver
VZLA
$1.26B
| $70.3K | ﹤0.01% | 23,900 +2,950 | +14% | +$8.67K |
|
|
CLPR
3814
Clipper Realty
CLPR
$72.3M
| $70.1K | ﹤0.01% | +19,113 | New | +$70.1K |
|
3815
Transocean
RIG
$2.86B
| $66.3K | ﹤0.01% | 25,584 +7,116 | +39% | +$18.4K |
|
|
CGC
3816
Canopy Growth
CGC
$432M
| $65.9K | ﹤0.01% | 54,034 -53,828 | -50% | -$65.7K |
|
3817
Lucid Motors
LCID
$6.08B
| $62.8K | ﹤0.01% | 29,777 -3,848 | -11% | -$8.12K |
|
3818
Ventyx Biosciences
VTYX
$171M
| $60K | ﹤0.01% | +28,031 | New | +$60K |
|
3819
Plug Power
PLUG
$1.81B
| $56.1K | ﹤0.01% | 37,619 -9,995 | -21% | -$14.9K |
|
3820
CEMIG Preferred Shares
CIG
$5.81B
| $55.1K | ﹤0.01% | 27,787 | – | – |
|
|
MKZR
3821
MacKenzie Realty Capital, Inc. Common Stock
MKZR
$10.2M
| $53.7K | ﹤0.01% | 80,221 | – | – |
|
3822
Vuzix
VUZI
$164M
| $50.5K | ﹤0.01% | 17,300 -500 | -3% | -$1.46K |
|
3823
Cipher Mining
CIFR
$3B
| $48.2K | ﹤0.01% | 10,085 -9,263 | -48% | -$44.3K |
|
3824
MannKind Corp
MNKD
$1.41B
| $44K | ﹤0.01% | 11,755 -38,147 | -76% | -$143K |
|
3825
Ardelyx
ARDX
$1.53B
| $41.1K | ﹤0.01% | 10,483 -36,237 | -78% | -$142K |
|