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 |
Walmart
WMT
|
+$518M |
| 2 |
Tesla
TSLA
|
+$448M |
| 3 |
UnitedHealth
UNH
|
+$395M |
| 4 |
Microsoft
MSFT
|
+$383M |
| 5 |
Lam Research
LRCX
|
+$383M |
Top Sells
| 1 |
TE Connectivity
TEL
|
+$652M |
| 2 |
T Rowe Price
TROW
|
+$483M |
| 3 |
Morgan Stanley
MS
|
+$475M |
| 4 |
Philip Morris
PM
|
+$435M |
| 5 |
Meta Platforms (Facebook)
META
|
+$412M |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 11.47% |
| 3 | Financials | 11.29% |
| 4 | Industrials | 8.67% |
| 5 | Consumer Discretionary | 7.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Aecom
ACM
$16.6B
| $53.3M | 0.02% |
744,912
-20,879
| -3% | -$1.49M |
|
777
Vanguard International Dividend Appreciation ETF
VIGI
$8.49B
| $53.1M | 0.02% |
664,247
+50,059
| +8% | +$4M |
|
|
GTM
778
ZoomInfo Technologies
GTM
$3.63B
| $53M | 0.02% |
887,704
-253,952
| -22% | -$15.2M |
|
779
Owens Corning
OC
$12.8B
| $53M | 0.02% |
593,317
+33,323
| +6% | +$2.98M |
|
780
Exelixis
EXEL
$10.1B
| $53M | 0.02% |
2,335,978
+350,437
| +18% | +$7.94M |
|
781
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.63B
| $52.9M | 0.02% |
864,080
+78,682
| +10% | +$4.82M |
|
782
GSK
GSK
$81.5B
| $52.9M | 0.02% |
971,502
+247,553
| +34% | +$13.5M |
|
783
MGIC Investment
MTG
$6.54B
| $52.9M | 0.02% |
3,905,679
+369,649
| +10% | +$5.01M |
|
784
Tanger
SKT
$3.86B
| $52.9M | 0.02% |
3,077,399
-309,749
| -9% | -$5.32M |
|
785
Sealed Air
SEE
$4.83B
| $52.9M | 0.02% |
789,991
+247,943
| +46% | +$16.6M |
|
786
Tenable Holdings
TENB
$3.63B
| $52.8M | 0.02% |
914,226
-26,599
| -3% | -$1.54M |
|
787
Skyworks Solutions
SWKS
$10.9B
| $52.8M | 0.02% |
409,414
+22,647
| +6% | +$2.92M |
|
788
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
| $52.8M | 0.02% |
1,283,679
+318,844
| +33% | +$13.1M |
|
789
Aaon
AAON
$6.93B
| $52.7M | 0.02% |
1,420,812
-96,677
| -6% | -$3.59M |
|
790
Snowflake
SNOW
$76.5B
| $52.7M | 0.02% |
231,981
-258,948
| -53% | -$58.8M |
|
791
Hartford Multifactor US Equity ETF
ROUS
$496M
| $52.6M | 0.02% |
1,250,057
-441,227
| -26% | -$18.6M |
|
792
Southern Copper
SCCO
$82.9B
| $52.4M | 0.02% |
718,232
+71,165
| +11% | +$5.19M |
|
793
Power Integrations
POWI
$2.5B
| $52M | 0.02% |
561,509
-144,405
| -20% | -$13.4M |
|
794
Vanguard Total International Bond ETF
BNDX
$68.5B
| $51.6M | 0.02% |
978,714
-429,149
| -30% | -$22.6M |
|
795
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.04B
| $51.4M | 0.02% |
617,250
-25,652
| -4% | -$2.14M |
|
796
Vanguard Small-Cap Growth ETF
VBK
$20.3B
| $51.4M | 0.02% |
207,181
-9,989
| -5% | -$2.48M |
|
797
Vericel Corp
VCEL
$1.58B
| $51.2M | 0.02% |
1,338,863
+59,694
| +5% | +$2.28M |
|
798
BlackLine
BL
$3.32B
| $51.2M | 0.02% |
699,599
-1,452,918
| -67% | -$106M |
|
799
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.8B
| $51M | 0.02% |
958,033
+63,014
| +7% | +$3.36M |
|
800
Vanguard Total World Stock ETF
VT
$52.3B
| $50.7M | 0.02% |
500,876
-20,099
| -4% | -$2.04M |
|