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 | |
|---|---|---|---|---|---|---|
3851
Clarus
CLAR
$139M
| $112K | ﹤0.01% |
24,779
-20,252
| -45% | -$91.3K |
|
|
CGAU
3852
Centerra Gold
CGAU
$1.72B
| $109K | ﹤0.01% |
19,110
-361
| -2% | -$2.05K |
|
3853
Virgin Galactic
SPCE
$178M
| $107K | ﹤0.01% |
18,193
+3,647
| +25% | +$21.4K |
|
3854
Eletrobras Common Shares
EBR
$18.5B
| $106K | ﹤0.01% |
18,131
-16,941
| -48% | -$99.3K |
|
|
SBDS
3855
Solo Brands, Inc.
SBDS
$20.2M
| $106K | ﹤0.01% |
92,600
+627
| +0.7% | +$718 |
|
3856
Ivanhoe Electric
IE
$1.18B
| $104K | ﹤0.01% |
+13,750
| New | +$104K |
|
3857
CorMedix
CRMD
$1.09B
| $103K | ﹤0.01% |
+12,756
| New | +$103K |
|
3858
Community Health Systems
CYH
$387M
| $103K | ﹤0.01% |
34,422
+1,276
| +4% | +$3.82K |
|
3859
BlackRock MuniVest Fund
MVF
$370M
| $103K | ﹤0.01% |
+15,800
| New | +$103K |
|
|
MAV
3860
DELISTED
Pioneer Municipal High Income Advantage Fund
MAV
| $101K | ﹤0.01% |
12,036
+1,148
| +11% | +$9.68K |
|
3861
Sasol
SSL
$4.42B
| $100K | ﹤0.01% |
22,028
+5,021
| +30% | +$22.9K |
|
|
SVC
3862
Service Properties Trust
SVC
$451M
| $98.8K | ﹤0.01% |
38,912
-401,155
| -91% | -$1.02M |
|
3863
Udemy
UDMY
$1.02B
| $98.3K | ﹤0.01% |
+11,941
| New | +$98.3K |
|
3864
Bit Digital
BTBT
$839M
| $96.7K | ﹤0.01% |
33,015
+2,735
| +9% | +$8.01K |
|
3865
Transocean
RIG
$2.89B
| $95.8K | ﹤0.01% |
25,545
+103
| +0.4% | +$386 |
|
|
JMIA
3866
Jumia Technologies
JMIA
$986M
| $94.4K | ﹤0.01% |
24,717
+2,455
| +11% | +$9.38K |
|
3867
Alto Neuroscience
ANRO
$105M
| $93.1K | ﹤0.01% |
22,015
+1,359
| +7% | +$5.75K |
|
|
FINV
3868
FinVolution Group
FINV
$2.08B
| $89.6K | ﹤0.01% |
+13,192
| New | +$89.6K |
|
3869
Oportun Financial
OPRT
$291M
| $88.6K | ﹤0.01% |
22,829
-14,130
| -38% | -$54.8K |
|
3870
MindMed
MNMD
$695M
| $87.7K | ﹤0.01% |
+12,605
| New | +$87.7K |
|
3871
Lifestance Health
LFST
$2.19B
| $87K | ﹤0.01% |
+11,798
| New | +$87K |
|
|
SVM
3872
Silvercorp Metals
SVM
$1.11B
| $86.8K | ﹤0.01% |
28,940
-2,355
| -8% | -$7.07K |
|
3873
Korea Electric Power
KEP
$17B
| $86.7K | ﹤0.01% |
12,595
-299
| -2% | -$2.06K |
|
3874
Lucid Motors
LCID
$54.3B
| $86K | ﹤0.01% |
28,484
-31,084
| -52% | -$93.9K |
|
|
ABVX
3875
Abivax
ABVX
$6.2B
| $85.4K | ﹤0.01% |
+11,668
| New | +$85.4K |
|