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 Short Treasury Bond ETF
SHV
|
$693M |
| 2 |
Nike
NKE
|
$512M |
| 3 |
Booking.com
BKNG
|
$331M |
| 4 |
3M
MMM
|
$305M |
| 5 |
Alibaba
BABA
|
$271M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$503M |
| 2 |
TJX Companies
TJX
|
$419M |
| 3 |
iShares US Healthcare ETF
IYH
|
$402M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$398M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$398M |
Sector Composition
| 1 | Technology | 14.2% |
| 2 | Financials | 13.78% |
| 3 | Healthcare | 13.65% |
| 4 | Industrials | 9.79% |
| 5 | Consumer Discretionary | 9.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5226
Banc of California
BANC
$2.67B
| – | – | -2,010 | Closed | -$23K |
|
5227
BlackBerry
BB
$2.28B
| – | – | -2,665 | Closed | -$26K |
|
5228
BBVA Argentina
BBAR
$2.5B
| – | – | -77 | Closed | -$1K |
|
5229
Barings BDC
BBDC
$1.04B
| – | – | -4,510 | Closed | -$114K |
|
5230
Banco Bradesco
BBDO
$28.5B
| – | – | -300 | Closed | -$4K |
|
5231
Barrett Business Services
BBSI
$1.25B
| – | – | -135 | Closed | -$5K |
|
5232
Banco de Chile
BCH
$14.5B
| – | – | -749 | Closed | -$55K |
|