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 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$474M |
| 2 |
Eaton
ETN
|
+$455M |
| 3 |
Verisk Analytics
VRSK
|
+$365M |
| 4 |
Zimmer Biomet
ZBH
|
+$363M |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$339M |
Top Sells
| 1 |
Amazon
AMZN
|
+$593M |
| 2 |
Lockheed Martin
LMT
|
+$542M |
| 3 |
Microsoft
MSFT
|
+$451M |
| 4 |
Booz Allen Hamilton
BAH
|
+$427M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$424M |
Sector Composition
| 1 | Technology | 22.23% |
| 2 | Financials | 11.94% |
| 3 | Healthcare | 8.99% |
| 4 | Industrials | 8.11% |
| 5 | Consumer Discretionary | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3851
Tilray
TLRY
$1.24B
| $37.2K | ﹤0.01% |
56,508
-5,628
| -9% | -$3.7K |
|
3852
Open Lending Corp
LPRO
$253M
| $36.8K | ﹤0.01% |
13,317
-86
| -0.6% | -$237 |
|
3853
Vuzix
VUZI
$172M
| $36.3K | ﹤0.01% |
17,800
+500
| +3% | +$1.02K |
|
3854
Cerus
CERS
$238M
| $36.3K | ﹤0.01% |
26,115
-153
| -0.6% | -$213 |
|
3855
Savara
SVRA
$627M
| $34.9K | ﹤0.01% |
12,588
+449
| +4% | +$1.24K |
|
3856
Sana Biotechnology
SANA
$821M
| $33.1K | ﹤0.01% |
19,729
+2,088
| +12% | +$3.51K |
|
3857
Alto Neuroscience
ANRO
$106M
| $33K | ﹤0.01% |
15,269
-6,746
| -31% | -$14.6K |
|
3858
Taysha Gene Therapies
TSHA
$837M
| $31.8K | ﹤0.01% |
22,844
-149
| -0.6% | -$207 |
|
|
URG
3859
Ur-Energy
URG
$529M
| $31.4K | ﹤0.01% |
46,543
-274
| -0.6% | -$185 |
|
3860
BRC Inc
BRCC
$183M
| $30.6K | ﹤0.01% |
14,652
-40
| -0.3% | -$84 |
|
3861
ChargePoint
CHPT
$243M
| $29.5K | ﹤0.01% |
2,441
-427
| -15% | -$5.17K |
|
3862
Ocugen
OCGN
$331M
| $26.9K | ﹤0.01% |
38,102
+557
| +1% | +$393 |
|
3863
Ambev
ABEV
$35.9B
| $25.3K | ﹤0.01% |
10,855
-10,482
| -49% | -$24.4K |
|
3864
Kaltura
KLTR
$264M
| $23.9K | ﹤0.01% |
12,704
-83
| -0.6% | -$156 |
|
|
EU
3865
enCore Energy
EU
$419M
| $23.8K | ﹤0.01% |
17,344
-4,013
| -19% | -$5.5K |
|
3866
Origin Materials
ORGN
$82.7M
| $23.6K | ﹤0.01% |
35,531
-172,244
| -83% | -$114K |
|
3867
Akebia Therapeutics
AKBA
$777M
| $23.1K | ﹤0.01% |
12,052
+86
| +0.7% | +$165 |
|
3868
Cassava Sciences
SAVA
$102M
| $23.1K | ﹤0.01% |
15,374
-599
| -4% | -$899 |
|
3869
Getty Images
GETY
$805M
| $22.6K | ﹤0.01% |
13,075
-85
| -0.6% | -$147 |
|
3870
Cardlytics
CDLX
$58M
| $22.4K | ﹤0.01% |
12,329
-34
| -0.3% | -$62 |
|
3871
Lineage Cell Therapeutics
LCTX
$308M
| $21.2K | ﹤0.01% |
46,897
+4,019
| +9% | +$1.82K |
|
3872
Microvision
MVIS
$340M
| $21K | ﹤0.01% |
16,932
-96
| -0.6% | -$119 |
|
3873
TherapeuticsMD
TXMD
$12.6M
| $20.8K | ﹤0.01% |
22,470
| – | – |
|
3874
Zentalis Pharmaceuticals
ZNTL
$109M
| $20.1K | ﹤0.01% |
12,617
-134,056
| -91% | -$213K |
|
3875
Humacyte
HUMA
$236M
| $19.7K | ﹤0.01% |
11,530
-25
| -0.2% | -$43 |
|