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 |
Alphabet (Google) Class A
GOOGL
|
+$646M |
| 2 |
Gilead Sciences
GILD
|
+$598M |
| 3 |
NVIDIA
NVDA
|
+$538M |
| 4 |
Altria Group
MO
|
+$367M |
| 5 |
Synopsys
SNPS
|
+$300M |
Top Sells
| 1 |
AbbVie
ABBV
|
+$580M |
| 2 |
eBay
EBAY
|
+$488M |
| 3 |
Lam Research
LRCX
|
+$368M |
| 4 |
Trane Technologies
TT
|
+$280M |
| 5 |
Dropbox
DBX
|
+$268M |
Sector Composition
| 1 | Technology | 25.11% |
| 2 | Financials | 11.83% |
| 3 | Industrials | 8.15% |
| 4 | Healthcare | 7.52% |
| 5 | Consumer Discretionary | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Merus
MRUS
$5.08B
| $59.6M | 0.01% |
1,133,857
+1,031,457
| +1,007% | +$54.3M |
|
777
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.22B
| $59.6M | 0.01% |
443,451
-66,986
| -13% | -$9.01M |
|
778
Cognizant
CTSH
$33.8B
| $59.5M | 0.01% |
762,035
+231,883
| +44% | +$18.1M |
|
779
Becton Dickinson
BDX
$54B
| $59.4M | 0.01% |
344,752
-1,456,702
| -81% | -$251M |
|
780
ScottsMiracle-Gro
SMG
$3.5B
| $59.3M | 0.01% |
899,690
+557,647
| +163% | +$36.8M |
|
781
Aris Water Solutions
ARIS
$789M
| $58.8M | 0.01% |
2,485,977
-272,930
| -10% | -$6.45M |
|
782
Vanguard Real Estate ETF
VNQ
$34.4B
| $58.7M | 0.01% |
658,175
-98,300
| -13% | -$8.77M |
|
783
Nucor
NUE
$32.6B
| $58.7M | 0.01% |
453,205
+2,664
| +0.6% | +$345K |
|
784
SiriusXM
SIRI
$8.02B
| $57.8M | 0.01% |
2,515,519
+170,155
| +7% | +$3.91M |
|
785
Applied Industrial Technologies
AIT
$9.95B
| $57.7M | 0.01% |
248,358
+85,368
| +52% | +$19.8M |
|
786
Roblox
RBLX
$92.1B
| $57.7M | 0.01% |
548,155
+471,586
| +616% | +$49.6M |
|
787
Huntington Bancshares
HBAN
$25.8B
| $57.3M | 0.01% |
3,416,835
-134,310
| -4% | -$2.25M |
|
788
Schwab International Equity ETF
SCHF
$50.9B
| $57.2M | 0.01% |
2,589,410
+188,186
| +8% | +$4.16M |
|
789
Coterra Energy
CTRA
$18.6B
| $57.1M | 0.01% |
2,247,877
+956,059
| +74% | +$24.3M |
|
790
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| $57M | 0.01% |
1,463,572
+183,859
| +14% | +$7.16M |
|
791
Crane NXT
CXT
$3.49B
| $56.9M | 0.01% |
1,055,589
-29,036
| -3% | -$1.57M |
|
792
Vanguard Communication Services ETF
VOX
$5.82B
| $56.6M | 0.01% |
331,114
+27,293
| +9% | +$4.67M |
|
793
Regal Rexnord
RRX
$9.39B
| $56.6M | 0.01% |
390,143
+42,927
| +12% | +$6.22M |
|
794
WESCO International
WCC
$10.5B
| $56.5M | 0.01% |
305,012
-4,069
| -1% | -$754K |
|
795
Hamilton Lane
HLNE
$6.55B
| $56.5M | 0.01% |
397,345
-34,778
| -8% | -$4.94M |
|
796
Axos Financial
AX
$5.19B
| $56.3M | 0.01% |
740,652
+58,774
| +9% | +$4.47M |
|
797
Atlantic Union Bankshares
AUB
$5.02B
| $56.3M | 0.01% |
1,798,733
-952,608
| -35% | -$29.8M |
|
798
Reddit
RDDT
$48.5B
| $55.8M | 0.01% |
370,808
+104,614
| +39% | +$15.8M |
|
799
Neurocrine Biosciences
NBIX
$14B
| $55.7M | 0.01% |
443,245
+127,535
| +40% | +$16M |
|
800
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.91B
| $55.5M | 0.01% |
732,016
-110,619
| -13% | -$8.39M |
|