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 | |
|---|---|---|---|---|---|---|
3876
Bausch Health
BHC
$2.84B
| $84.4K | ﹤0.01% |
10,466
-194
| -2% | -$1.56K |
|
3877
Reviva Pharmaceuticals
RVPH
$30.8M
| $84.1K | ﹤0.01% |
+46,467
| New | +$84.1K |
|
3878
Tilray
TLRY
$1.37B
| $82.6K | ﹤0.01% |
62,136
-84,166
| -58% | -$112K |
|
|
DHC
3879
Diversified Healthcare Trust
DHC
$910M
| $82.1K | ﹤0.01% |
35,692
-156,423
| -81% | -$360K |
|
3880
BigBear.ai
BBAI
$1.86B
| $80.7K | ﹤0.01% |
+18,131
| New | +$80.7K |
|
3881
Open Lending Corp
LPRO
$261M
| $80K | ﹤0.01% |
+13,403
| New | +$80K |
|
3882
Sandstorm Gold
SAND
$3.33B
| $79.9K | ﹤0.01% |
14,313
-1,537
| -10% | -$8.58K |
|
3883
Agilon Health
AGL
$526M
| $78.6K | ﹤0.01% |
+41,388
| New | +$78.6K |
|
3884
EVgo
EVGO
$517M
| $78.5K | ﹤0.01% |
19,386
+2,076
| +12% | +$8.41K |
|
|
SJT
3885
San Juan Basin Royalty Trust
SJT
$268M
| $78.4K | ﹤0.01% |
20,464
-500
| -2% | -$1.92K |
|
3886
Mersana Therapeutics
MRSN
$35M
| $76.3K | ﹤0.01% |
53,329
+7,682
| +17% | +$11K |
|
3887
Plug Power
PLUG
$1.71B
| $75.6K | ﹤0.01% |
35,482
-8,820
| -20% | -$18.8K |
|
3888
Evolv Technologies
EVLV
$1.4B
| $73.5K | ﹤0.01% |
+18,618
| New | +$73.5K |
|
|
EU
3889
enCore Energy
EU
$445M
| $72.8K | ﹤0.01% |
+21,357
| New | +$72.8K |
|
|
RVNC
3890
DELISTED
Revance Therapeutics, Inc.
RVNC
| $72.1K | ﹤0.01% |
23,706
+8,326
| +54% | +$25.3K |
|
3891
Veritone
VERI
$172M
| $69.8K | ﹤0.01% |
21,280
| – | – |
|
3892
1stdibs.com
DIBS
$99.7M
| $69K | ﹤0.01% |
19,504
+737
| +4% | +$2.61K |
|
3893
ARKO Corp
ARKO
$569M
| $68.3K | ﹤0.01% |
+10,366
| New | +$68.3K |
|
3894
Vuzix
VUZI
$166M
| $68.2K | ﹤0.01% |
17,300
| – | – |
|
3895
Real Brokerage
REAX
$1.1B
| $64.6K | ﹤0.01% |
14,038
-206,761
| -94% | -$951K |
|
3896
Ardagh Metal Packaging
AMBP
$2.17B
| $63.4K | ﹤0.01% |
+21,049
| New | +$63.4K |
|
|
CMRC
3897
Commerce.com, Inc. Series 1 Common Stock
CMRC
$363M
| $63K | ﹤0.01% |
+10,289
| New | +$63K |
|
3898
Arbutus Biopharma
ABUS
$732M
| $61.9K | ﹤0.01% |
+18,917
| New | +$61.9K |
|
3899
ChargePoint
CHPT
$250M
| $61.4K | ﹤0.01% |
57,359
+39,070
| +214% | +$41.8K |
|
|
LX
3900
LexinFintech Holdings
LX
$1.06B
| $60.6K | ﹤0.01% |
+10,455
| New | +$60.6K |
|