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 |
Lam Research
LRCX
|
$2.26B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$797M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$741M |
| 4 |
Bristol-Myers Squibb
BMY
|
$679M |
| 5 |
Palo Alto Networks
PANW
|
$671M |
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 | |
|---|---|---|---|---|---|---|
|
NYXH
3826
Nyxoah
NYXH
$221M
| $135K | ﹤0.01% |
+16,816
| New | +$135K |
|
3827
American Express Global Business Travel
GBTG
$3.99B
| $132K | ﹤0.01% |
+14,191
| New | +$132K |
|
3828
Kura Oncology
KURA
$690M
| $130K | ﹤0.01% |
+14,926
| New | +$130K |
|
3829
Amplitude
AMPL
$1.51B
| $129K | ﹤0.01% |
+12,266
| New | +$129K |
|
|
CRF
3830
Cornerstone Total Return Fund
CRF
$1.2B
| $129K | ﹤0.01% |
14,854
| – | – |
|
3831
Wave Life Sciences
WVE
$1.53B
| $129K | ﹤0.01% |
+10,414
| New | +$129K |
|
|
PBT
3832
Permian Basin Royalty Trust
PBT
$781M
| $128K | ﹤0.01% |
11,688
+1,623
| +16% | +$17.8K |
|
3833
Krispy Kreme
DNUT
$572M
| $128K | ﹤0.01% |
+12,848
| New | +$128K |
|
3834
Genesis Energy
GEL
$2.08B
| $126K | ﹤0.01% |
+12,492
| New | +$126K |
|
3835
TFS Financial
TFSL
$3.95B
| $126K | ﹤0.01% |
+10,020
| New | +$126K |
|
3836
Cosan
CSAN
$2.13B
| $126K | ﹤0.01% |
+23,092
| New | +$126K |
|
3837
Suzano
SUZ
$12B
| $126K | ﹤0.01% |
12,090
+1,155
| +11% | +$12K |
|
3838
NexGen Energy
NXE
$4.39B
| $125K | ﹤0.01% |
18,896
+43
| +0.2% | +$284 |
|
3839
Hecla Mining
HL
$5.98B
| $125K | ﹤0.01% |
25,370
+2,457
| +11% | +$12.1K |
|
3840
SGHC Ltd
SGHC
$5.88B
| $122K | ﹤0.01% |
+19,655
| New | +$122K |
|
|
AMRN
3841
Amarin Corp
AMRN
$311M
| $121K | ﹤0.01% |
250,254
-25,965
| -9% | -$12.6K |
|
3842
Yext
YEXT
$1.11B
| $119K | ﹤0.01% |
+18,669
| New | +$119K |
|
3843
Invesco Pennsylvania Value Municipal Income Trust
VPV
$178M
| $117K | ﹤0.01% |
11,350
| – | – |
|
3844
Stoke Therapeutics
STOK
$1.07B
| $116K | ﹤0.01% |
10,527
-3,788
| -26% | -$41.8K |
|
3845
Nuveen Municipal Income
NMI
$99.3M
| $115K | ﹤0.01% |
12,238
-1,219
| -9% | -$11.5K |
|
|
NHS
3846
Neuberger Berman High Yield Strategies Fund
NHS
$231M
| $115K | ﹤0.01% |
+15,356
| New | +$115K |
|
3847
Paymentus
PAY
$4.88B
| $115K | ﹤0.01% |
+3,520
| New | +$115K |
|
3848
MiMedx Group
MDXG
$1.05B
| $115K | ﹤0.01% |
+11,939
| New | +$115K |
|
3849
Monroe Capital Corp
MRCC
$162M
| $113K | ﹤0.01% |
13,278
-2,051
| -13% | -$17.4K |
|
|
SLN
3850
Silence Therapeutics
SLN
$227M
| $113K | ﹤0.01% |
+16,360
| New | +$113K |
|