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 |
TWTR
Twitter, Inc.
TWTR
|
$383M |
| 2 |
Tractor Supply
TSCO
|
$378M |
| 3 |
Comcast
CMCSA
|
$353M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$329M |
| 5 |
iShares US Industrials ETF
IYJ
|
$329M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$421M |
| 2 |
Gilead Sciences
GILD
|
$396M |
| 3 |
iShares US Energy ETF
IYE
|
$301M |
| 4 |
Verizon
VZ
|
$290M |
| 5 |
Qualcomm
QCOM
|
$284M |
Sector Composition
| 1 | Technology | 14.11% |
| 2 | Financials | 13.47% |
| 3 | Healthcare | 13.27% |
| 4 | Industrials | 9.72% |
| 5 | Consumer Discretionary | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5326
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$307M
| – | – | -20 | Closed | -$1K |
|
5327
Talphera
TLPH
$11.1M
| $0 | ﹤0.01% | 10 -522,472 | -100% | – |
|
5328
ProShares UltraShort Russell2000
TWM
$34.5M
| – | – | -34 | Closed | -$1K |
|
5329
TherapeuticsMD
TXMD
$12.8M
| $0 | ﹤0.01% | 60 -10 | -14% | – |
|
5330
Ultra Clean Holdings
UCTT
$1.09B
| – | – | -7,250 | Closed | -$66K |
|
5331
Uranium Energy
UEC
$4.75B
| $0 | ﹤0.01% | 10 | – | – |
|
5332
United-Guardian
UG
$38.6M
| – | – | -9,312 | Closed | -$266K |
|
5333
Universal Logistics Holdings
ULH
$683M
| $0 | ﹤0.01% | 20 | – | – |
|
5334
Urban One Class A
UONE
$70.8M
| $0 | ﹤0.01% | 100 | – | – |
|
|
URG
5335
Ur-Energy
URG
$507M
| – | – | -2,170 | Closed | -$2K |
|
5336
ProShares Ultra 7-10 Year Treasury
UST
$22.2M
| – | – | -977 | Closed | -$53K |
|
5337
VirnetX
VHC
$58.5M
| $0 | ﹤0.01% | 42 -838 | -95% | – |
|