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 | |
|---|---|---|---|---|---|---|
776
DXC Technology
DXC
$2.55B
| $52.3M | 0.01% |
2,741,321
+2,094,179
| +324% | +$40M |
|
777
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$994M
| $52.3M | 0.01% |
1,269,338
+95,591
| +8% | +$3.94M |
|
778
Novanta
NOVT
$4.14B
| $52.3M | 0.01% |
320,725
+18,728
| +6% | +$3.05M |
|
779
Hershey
HSY
$37.6B
| $52.3M | 0.01% |
284,569
-3,006
| -1% | -$553K |
|
780
Simpson Manufacturing
SSD
$7.97B
| $52.3M | 0.01% |
310,261
-91,501
| -23% | -$15.4M |
|
781
Comfort Systems
FIX
$26.5B
| $52.1M | 0.01% |
171,191
+83,178
| +95% | +$25.3M |
|
782
Gentex
GNTX
$6.15B
| $51.9M | 0.01% |
1,539,140
+628,652
| +69% | +$21.2M |
|
783
Factset
FDS
$13.7B
| $51.7M | 0.01% |
126,584
-7,257
| -5% | -$2.96M |
|
784
Tenet Healthcare
THC
$16.9B
| $51.2M | 0.01% |
385,231
+7,771
| +2% | +$1.03M |
|
785
Invesco S&P MidCap Momentum ETF
XMMO
$4.4B
| $51.2M | 0.01% |
449,411
+70,349
| +19% | +$8.02M |
|
786
CAVA Group
CAVA
$7.56B
| $51.1M | 0.01% |
550,571
-471,328
| -46% | -$43.7M |
|
787
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
| $51M | 0.01% |
1,803,517
+178,635
| +11% | +$5.06M |
|
788
Healthpeak Properties
DOC
$12.5B
| $51M | 0.01% |
2,603,325
-417,629
| -14% | -$8.19M |
|
789
Freshpet
FRPT
$2.61B
| $51M | 0.01% |
394,346
-151,846
| -28% | -$19.6M |
|
790
Graco
GGG
$14.1B
| $50.9M | 0.01% |
642,500
+164,775
| +34% | +$13.1M |
|
791
SM Energy
SM
$3.14B
| $50.9M | 0.01% |
1,177,079
+94,737
| +9% | +$4.1M |
|
792
CarMax
KMX
$8.88B
| $50.7M | 0.01% |
691,754
-160,672
| -19% | -$11.8M |
|
793
Kinder Morgan
KMI
$60.8B
| $50.7M | 0.01% |
2,550,607
+323,989
| +15% | +$6.44M |
|
794
Trex
TREX
$6.43B
| $50.4M | 0.01% |
680,054
+268,993
| +65% | +$19.9M |
|
795
Levi Strauss
LEVI
$8.59B
| $50M | 0.01% |
2,595,833
-323,291
| -11% | -$6.23M |
|
796
Mueller Industries
MLI
$10.8B
| $49.8M | 0.01% |
874,836
+161,498
| +23% | +$9.2M |
|
797
Visteon
VC
$3.42B
| $49.8M | 0.01% |
466,439
-160
| -0% | -$17.1K |
|
|
PRMW
798
DELISTED
Primo Water Corporation
PRMW
| $49.5M | 0.01% |
2,266,137
-4,212,871
| -65% | -$92.1M |
|
799
Energy Fuels
UUUU
$2.91B
| $49.3M | 0.01% |
8,136,320
+22,114
| +0.3% | +$134K |
|
800
iShares ESG Aware MSCI EM ETF
ESGE
$5.27B
| $49.3M | 0.01% |
1,468,449
-487
| -0% | -$16.3K |
|