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 |
Morgan Stanley
MS
|
+$409M |
| 2 |
Tesla
TSLA
|
+$326M |
| 3 |
Intercontinental Exchange
ICE
|
+$315M |
| 4 |
Lyft
LYFT
|
+$290M |
| 5 |
Deere & Co
DE
|
+$276M |
Top Sells
| 1 |
Apple
AAPL
|
+$704M |
| 2 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
+$430M |
| 3 |
Alibaba
BABA
|
+$381M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$370M |
| 5 |
ON Semiconductor
ON
|
+$365M |
Sector Composition
| 1 | Technology | 23.85% |
| 2 | Healthcare | 11.42% |
| 3 | Financials | 11.02% |
| 4 | Consumer Discretionary | 8.68% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
XLNX
726
DELISTED
Xilinx Inc
XLNX
| $50.5M | 0.02% |
356,098
+162,686
| +84% | +$23.1M |
|
727
Clorox
CLX
$15.1B
| $50.5M | 0.02% |
249,762
-59,971
| -19% | -$12.1M |
|
728
Ford
F
$45.5B
| $50.4M | 0.02% |
5,729,245
+95,648
| +2% | +$841K |
|
729
Steel Dynamics
STLD
$19.5B
| $50.3M | 0.02% |
1,363,552
-301,246
| -18% | -$11.1M |
|
730
iShares Core High Dividend ETF
HDV
$11.6B
| $50.3M | 0.02% |
572,056
+40,654
| +8% | +$3.57M |
|
731
PPG Industries
PPG
$24.6B
| $50.2M | 0.02% |
348,276
-107,866
| -24% | -$15.6M |
|
732
BCE
BCE
$22.5B
| $49.9M | 0.02% |
1,168,444
-127,817
| -10% | -$5.46M |
|
|
CSOD
733
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $49.9M | 0.02% |
1,132,328
+165,384
| +17% | +$7.28M |
|
734
Skechers
SKX
$9.5B
| $49.8M | 0.02% |
1,363,809
-42,479
| -3% | -$1.55M |
|
735
BorgWarner
BWA
$9.34B
| $49.4M | 0.02% |
1,451,666
+134,714
| +10% | +$4.58M |
|
736
iShares MSCI United Kingdom ETF
EWU
$2.92B
| $49.2M | 0.02% |
1,682,279
+161,644
| +11% | +$4.73M |
|
737
iShares Russell Top 200 Growth ETF
IWY
$15.2B
| $49M | 0.02% |
368,788
+4,098
| +1% | +$545K |
|
738
iShares Select Dividend ETF
DVY
$20.7B
| $48.9M | 0.02% |
507,897
-25,420
| -5% | -$2.45M |
|
739
IAC Inc
IAC
$2.88B
| $48.7M | 0.02% |
471,515
+197,439
| +72% | +$20.4M |
|
740
Capital One
COF
$143B
| $48.7M | 0.02% |
492,590
-62,438
| -11% | -$6.17M |
|
741
Bentley Systems
BSY
$16B
| $48.6M | 0.02% |
+1,206,973
| New | +$48.6M |
|
742
UBS Group
UBS
$127B
| $48.5M | 0.02% |
3,423,531
+3,068,793
| +865% | +$43.5M |
|
743
Texas Roadhouse
TXRH
$11B
| $48.4M | 0.02% |
619,297
-55,052
| -8% | -$4.3M |
|
|
MCFE
744
DELISTED
McAfee Corp. Class A Common Stock
MCFE
| $48.4M | 0.02% |
+2,897,788
| New | +$48.4M |
|
745
Albemarle
ALB
$8.63B
| $48.3M | 0.02% |
327,543
-75,483
| -19% | -$11.1M |
|
746
Alaska Air
ALK
$7.22B
| $48.3M | 0.02% |
929,103
+166,877
| +22% | +$8.68M |
|
747
Travel + Leisure Co
TNL
$4B
| $48.3M | 0.02% |
1,076,183
-314,870
| -23% | -$14.1M |
|
748
Live Nation Entertainment
LYV
$39.6B
| $48.2M | 0.02% |
656,586
+58,659
| +10% | +$4.31M |
|
|
EIGR
749
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
| $48.2M | 0.02% |
130,728
+84,326
| +182% | +$31.1M |
|
750
UMB Financial
UMBF
$9.26B
| $48M | 0.02% |
696,403
-52,948
| -7% | -$3.65M |
|