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 |
Analog Devices
ADI
|
+$413M |
| 2 |
Coca-Cola
KO
|
+$324M |
| 3 |
HCA Healthcare
HCA
|
+$265M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$232M |
| 5 |
UnitedHealth
UNH
|
+$221M |
Top Sells
| 1 |
Apple
AAPL
|
+$875M |
| 2 |
Intel
INTC
|
+$550M |
| 3 |
Amazon
AMZN
|
+$481M |
| 4 |
Qualcomm
QCOM
|
+$445M |
| 5 |
American Electric Power
AEP
|
+$352M |
Sector Composition
| 1 | Technology | 23.63% |
| 2 | Healthcare | 11.97% |
| 3 | Financials | 10.11% |
| 4 | Consumer Discretionary | 8.89% |
| 5 | Industrials | 7.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Vanguard Large-Cap ETF
VV
$44.9B
| $65.1M | 0.03% |
416,572
+35,725
| +9% | +$5.59M |
|
552
Cognizant
CTSH
$33.8B
| $65.1M | 0.03% |
938,117
+124,297
| +15% | +$8.63M |
|
553
Clorox
CLX
$15.1B
| $65.1M | 0.03% |
309,733
+42,158
| +16% | +$8.86M |
|
554
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
| $64.8M | 0.03% |
1,098,131
+47,493
| +5% | +$2.8M |
|
555
Beyond Meat
BYND
$191M
| $64.3M | 0.03% |
387,407
+382,913
| +8,521% | +$63.6M |
|
556
American Homes 4 Rent
AMH
$12.7B
| $64.1M | 0.03% |
2,252,171
+185,808
| +9% | +$5.29M |
|
557
Kraft Heinz
KHC
$31.5B
| $64.1M | 0.03% |
2,119,496
+1,731,432
| +446% | +$52.3M |
|
|
LTHM
558
DELISTED
Livent Corporation
LTHM
| $63.7M | 0.03% |
7,102,661
-423,353
| -6% | -$3.8M |
|
559
Public Storage
PSA
$50.7B
| $63.6M | 0.03% |
285,789
+1,749
| +0.6% | +$389K |
|
560
Materials Select Sector SPDR Fund
XLB
$5.44B
| $63.4M | 0.03% |
1,012,358
-97,462
| -9% | -$6.1M |
|
561
Vanguard Financials ETF
VFH
$12.8B
| $63.1M | 0.03% |
1,084,541
-881,132
| -45% | -$51.3M |
|
562
Simpson Manufacturing
SSD
$7.97B
| $62.9M | 0.03% |
647,490
+1,312
| +0.2% | +$127K |
|
563
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $62.9M | 0.03% |
581,806
+68,304
| +13% | +$7.38M |
|
564
Novo Nordisk
NVO
$242B
| $62.7M | 0.03% |
1,807,504
+398,660
| +28% | +$13.8M |
|
565
Watsco
WSO
$15.8B
| $62.1M | 0.03% |
266,770
-100,409
| -27% | -$23.4M |
|
566
Cameco
CCJ
$34.6B
| $62.1M | 0.03% |
6,148,883
+1,596,979
| +35% | +$16.1M |
|
567
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.66B
| $61.8M | 0.03% |
1,917,522
+2,566
| +0.1% | +$82.7K |
|
568
Champion Homes, Inc.
SKY
$4.19B
| $61.6M | 0.03% |
2,301,357
-394,978
| -15% | -$10.6M |
|
|
SAIL
569
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $61.4M | 0.03% |
1,551,677
-431,089
| -22% | -$17.1M |
|
570
SPDR Bloomberg Convertible Securities ETF
CWB
$4.46B
| $61.3M | 0.02% |
888,266
+15,949
| +2% | +$1.1M |
|
571
Ollie's Bargain Outlet
OLLI
$7.95B
| $60.8M | 0.02% |
704,705
-60,180
| -8% | -$5.19M |
|
572
Energy Select Sector SPDR Fund
XLE
$27.1B
| $60.8M | 0.02% |
2,029,519
+182,139
| +10% | +$5.46M |
|
573
NeoGenomics
NEO
$966M
| $60.5M | 0.02% |
1,640,653
+98,691
| +6% | +$3.64M |
|
574
DraftKings
DKNG
$22.7B
| $60.3M | 0.02% |
1,024,704
+300,862
| +42% | +$17.7M |
|
575
Donaldson
DCI
$9.34B
| $60.3M | 0.02% |
1,299,305
-68,505
| -5% | -$3.18M |
|