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 | |
|---|---|---|---|---|---|---|
3926
Lightwave Logic
LWLG
$431M
| $35K | ﹤0.01% |
+16,650
| New | +$35K |
|
3927
Sibanye-Stillwater
SBSW
$5.87B
| $34.9K | ﹤0.01% |
+10,565
| New | +$34.9K |
|
3928
Pyxis Oncology
PYXS
$79.4M
| $34.7K | ﹤0.01% |
+22,251
| New | +$34.7K |
|
3929
Tango Therapeutics
TNGX
$742M
| $34.6K | ﹤0.01% |
+11,198
| New | +$34.6K |
|
3930
PMV Pharmaceuticals
PMVP
$75.8M
| $34.4K | ﹤0.01% |
22,807
-16,715
| -42% | -$25.2K |
|
3931
Gray Television
GTN
$607M
| $33.2K | ﹤0.01% |
+10,541
| New | +$33.2K |
|
3932
Ocugen
OCGN
$319M
| $30.2K | ﹤0.01% |
+37,545
| New | +$30.2K |
|
3933
Sana Biotechnology
SANA
$741M
| $28.8K | ﹤0.01% |
+17,641
| New | +$28.8K |
|
3934
Getty Images
GETY
$738M
| $28.4K | ﹤0.01% |
+13,160
| New | +$28.4K |
|
3935
Kaltura
KLTR
$233M
| $28.1K | ﹤0.01% |
+12,787
| New | +$28.1K |
|
3936
American Battery Technology Co
ABAT
$224M
| $27.5K | ﹤0.01% |
11,175
-1,100
| -9% | -$2.71K |
|
3937
Lyell Immunopharma
LYEL
$218M
| $24K | ﹤0.01% |
+37,489
| New | +$24K |
|
3938
Akebia Therapeutics
AKBA
$819M
| $22.7K | ﹤0.01% |
+11,966
| New | +$22.7K |
|
3939
Microvision
MVIS
$343M
| $22.3K | ﹤0.01% |
+17,028
| New | +$22.3K |
|
3940
Lineage Cell Therapeutics
LCTX
$272M
| $21.5K | ﹤0.01% |
42,878
+19,378
| +82% | +$9.74K |
|
3941
GrowGeneration
GRWG
$97.4M
| $20.9K | ﹤0.01% |
12,382
-9,492
| -43% | -$16K |
|
3942
LanzaTech
LNZA
$50.6M
| $20.1K | ﹤0.01% |
+14,663
| New | +$20.1K |
|
3943
Alector
ALEC
$255M
| $20K | ﹤0.01% |
10,586
-165,623
| -94% | -$313K |
|
3944
Wheels Up
UP
$1.66B
| $19.5K | ﹤0.01% |
+11,834
| New | +$19.5K |
|
3945
TherapeuticsMD
TXMD
$12.7M
| $19.3K | ﹤0.01% |
22,470
| – | – |
|
3946
ProKidney
PROK
$312M
| $19.1K | ﹤0.01% |
+11,319
| New | +$19.1K |
|
3947
CBAK Energy Technology
CBAT
$82.4M
| $18.8K | ﹤0.01% |
+20,000
| New | +$18.8K |
|
3948
The Beauty Health Co
SKIN
$254M
| $18.2K | ﹤0.01% |
+11,437
| New | +$18.2K |
|
3949
Nerdy
NRDY
$159M
| $16.4K | ﹤0.01% |
+10,095
| New | +$16.4K |
|
3950
X4 Pharmaceuticals
XFOR
$76.3M
| $16.2K | ﹤0.01% |
+22,042
| New | +$16.2K |
|