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 |
Apple
AAPL
|
+$684M |
| 2 |
American Tower
AMT
|
+$367M |
| 3 |
TJX Companies
TJX
|
+$337M |
| 4 |
Thermo Fisher Scientific
TMO
|
+$335M |
| 5 |
Arista Networks
ANET
|
+$310M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$986M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$658M |
| 3 |
Qualcomm
QCOM
|
+$570M |
| 4 |
United Parcel Service
UPS
|
+$522M |
| 5 |
Eaton
ETN
|
+$456M |
Sector Composition
| 1 | Technology | 25.23% |
| 2 | Financials | 10.48% |
| 3 | Healthcare | 9.58% |
| 4 | Industrials | 8.24% |
| 5 | Consumer Discretionary | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Applied Industrial Technologies
AIT
$9.93B
| $76.8M | 0.02% |
395,923
-312
| -0.1% | -$60.5K |
|
627
iShares Expanded Tech Sector ETF
IGM
$9B
| $76M | 0.02% |
805,725
+498,251
| +162% | +$47M |
|
628
Boot Barn
BOOT
$5.61B
| $75.6M | 0.02% |
586,421
-168,387
| -22% | -$21.7M |
|
629
Ares Management
ARES
$39B
| $75.3M | 0.02% |
564,647
+497,235
| +738% | +$66.3M |
|
630
Coupang
CPNG
$59.3B
| $75.1M | 0.02% |
3,586,945
+1,975,415
| +123% | +$41.4M |
|
631
Modine Manufacturing
MOD
$7.93B
| $75M | 0.02% |
748,896
+172,414
| +30% | +$17.3M |
|
632
Pure Storage
PSTG
$26.4B
| $74.8M | 0.02% |
1,164,219
+173,467
| +18% | +$11.1M |
|
633
Charles River Laboratories
CRL
$7.63B
| $74.8M | 0.02% |
361,849
+79,113
| +28% | +$16.3M |
|
634
Toyota
TM
$259B
| $74.7M | 0.02% |
360,101
-18,871
| -5% | -$3.91M |
|
635
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
| $74M | 0.02% |
322,549
-5,001
| -2% | -$1.15M |
|
636
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $74M | 0.02% |
741,172
-37,139
| -5% | -$3.71M |
|
637
A.O. Smith
AOS
$10.1B
| $73.7M | 0.02% |
901,326
-118,489
| -12% | -$9.69M |
|
638
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| $73.5M | 0.02% |
763,842
-130,947
| -15% | -$12.6M |
|
639
iShares Core S&P US Growth ETF
IUSG
$25.2B
| $73.2M | 0.02% |
573,733
+16,276
| +3% | +$2.08M |
|
640
Cirrus Logic
CRUS
$5.66B
| $73.2M | 0.02% |
573,015
+1,784
| +0.3% | +$228K |
|
641
Schwab US Large- Cap ETF
SCHX
$59.8B
| $73.1M | 0.02% |
3,411,399
+93,045
| +3% | +$1.99M |
|
642
Blue Owl Capital
OWL
$11.8B
| $73M | 0.02% |
4,110,769
+515,820
| +14% | +$9.16M |
|
643
Kemper
KMPR
$3.32B
| $73M | 0.02% |
1,229,745
-26,179
| -2% | -$1.55M |
|
644
John Hancock Multifactor Large Cap ETF
JHML
$1.03B
| $72.7M | 0.02% |
1,118,840
+201,255
| +22% | +$13.1M |
|
645
NOV
NOV
$4.79B
| $72.6M | 0.02% |
3,819,726
-1,754,444
| -31% | -$33.4M |
|
646
International Paper
IP
$24.8B
| $72.6M | 0.02% |
1,682,629
+420,113
| +33% | +$18.1M |
|
647
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $72.5M | 0.02% |
819,392
+95,137
| +13% | +$8.42M |
|
648
FIVE9
FIVN
$1.99B
| $72.2M | 0.02% |
1,637,935
+329,964
| +25% | +$14.6M |
|
649
Parsons
PSN
$7.92B
| $72.2M | 0.02% |
882,355
+399,514
| +83% | +$32.7M |
|
650
Murphy Oil
MUR
$3.62B
| $72M | 0.02% |
1,746,330
+313,280
| +22% | +$12.9M |
|