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 | |
|---|---|---|---|---|---|---|
3901
Humacyte
HUMA
$239M
| $58.4K | ﹤0.01% |
+11,555
| New | +$58.4K |
|
|
YALA
3902
Yalla Group
YALA
$1.19B
| $56.4K | ﹤0.01% |
13,895
+1,242
| +10% | +$5.04K |
|
3903
Gabelli Equity Trust
GAB
$1.87B
| $55.7K | ﹤0.01% |
10,361
-2,190
| -17% | -$11.8K |
|
3904
ICL Group
ICL
$8.08B
| $55.1K | ﹤0.01% |
11,150
-823
| -7% | -$4.07K |
|
3905
Perspective Therapeutics
CATX
$247M
| $54.7K | ﹤0.01% |
17,326
-645,170
| -97% | -$2.04M |
|
|
URG
3906
Ur-Energy
URG
$500M
| $53.8K | ﹤0.01% |
+46,817
| New | +$53.8K |
|
3907
Q32 Bio
QTTB
$20.9M
| $53.5K | ﹤0.01% |
+15,548
| New | +$53.5K |
|
3908
Talkspace
TALK
$444M
| $53.1K | ﹤0.01% |
+17,175
| New | +$53.1K |
|
3909
Porch Group
PRCH
$1.85B
| $51K | ﹤0.01% |
+10,358
| New | +$51K |
|
3910
Opendoor
OPEN
$3.75B
| $49.8K | ﹤0.01% |
31,152
-219,265
| -88% | -$351K |
|
3911
CEMIG Preferred Shares
CIG
$5.66B
| $49.5K | ﹤0.01% |
27,787
-19,011
| -41% | -$33.9K |
|
3912
Beamr Imaging
BMR
$42.7M
| $49.2K | ﹤0.01% |
+10,000
| New | +$49.2K |
|
3913
BRC Inc
BRCC
$175M
| $46.6K | ﹤0.01% |
+14,692
| New | +$46.6K |
|
3914
Cardlytics
CDLX
$53.8M
| $45.9K | ﹤0.01% |
12,363
-1,496
| -11% | -$5.55K |
|
3915
Inter&Co
INTR
$3.68B
| $44.5K | ﹤0.01% |
10,556
-23,950
| -69% | -$101K |
|
|
NRO
3916
Neuberger Berman Real Estate Securities Income Fund
NRO
$207M
| $44.5K | ﹤0.01% |
12,522
+2,164
| +21% | +$7.68K |
|
3917
Oxbridge Re Holdings
OXBR
$14.8M
| $41.2K | ﹤0.01% |
10,000
| – | – |
|
3918
Cerus
CERS
$243M
| $40.5K | ﹤0.01% |
+26,268
| New | +$40.5K |
|
3919
Taysha Gene Therapies
TSHA
$797M
| $39.8K | ﹤0.01% |
+22,993
| New | +$39.8K |
|
3920
Ambev
ABEV
$34.1B
| $39.6K | ﹤0.01% |
21,337
-3,428
| -14% | -$6.36K |
|
3921
Beyond Meat
BYND
$182M
| $38.9K | ﹤0.01% |
+10,343
| New | +$38.9K |
|
3922
ImmunityBio
IBRX
$2.25B
| $38.4K | ﹤0.01% |
+15,014
| New | +$38.4K |
|
3923
Cassava Sciences
SAVA
$110M
| $37.7K | ﹤0.01% |
15,973
-1,963
| -11% | -$4.63K |
|
3924
Savara
SVRA
$572M
| $37.3K | ﹤0.01% |
+12,139
| New | +$37.3K |
|
3925
Accuray
ARAY
$171M
| $35.2K | ﹤0.01% |
+17,760
| New | +$35.2K |
|