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 | |
|---|---|---|---|---|---|---|
801
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.23B
| $55.5M | 0.01% |
552,686
-679,021
| -55% | -$68.2M |
|
802
United Rentals
URI
$60.8B
| $55.4M | 0.01% |
73,496
+7,004
| +11% | +$5.28M |
|
803
Tencent Music
TME
$39.2B
| $55.2M | 0.01% |
2,834,730
-517,803
| -15% | -$10.1M |
|
804
Liberty Media Series C
FWONK
$24.7B
| $55.2M | 0.01% |
528,017
-111,969
| -17% | -$11.7M |
|
805
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.62B
| $55M | 0.01% |
2,350,046
+176,779
| +8% | +$4.14M |
|
806
Alibaba
BABA
$343B
| $54.9M | 0.01% |
484,784
-94,920
| -16% | -$10.8M |
|
807
Edwards Lifesciences
EW
$46B
| $54.9M | 0.01% |
704,514
-50,523
| -7% | -$3.94M |
|
808
iShares Russell Top 200 ETF
IWL
$1.82B
| $54.8M | 0.01% |
359,193
+9,580
| +3% | +$1.46M |
|
809
VanEck Gold Miners ETF
GDX
$20.6B
| $54.7M | 0.01% |
1,051,138
+48,546
| +5% | +$2.53M |
|
810
Skyward Specialty Insurance
SKWD
$1.93B
| $54.7M | 0.01% |
946,216
+301,288
| +47% | +$17.4M |
|
811
Universal Health Services
UHS
$11.8B
| $54.6M | 0.01% |
301,571
-103,235
| -26% | -$18.7M |
|
812
Saia
SAIA
$8.19B
| $54.6M | 0.01% |
199,098
-210,205
| -51% | -$57.6M |
|
813
IMAX
IMAX
$1.67B
| $54.5M | 0.01% |
1,950,135
-23,933
| -1% | -$669K |
|
814
Invesco Preferred ETF
PGX
$3.97B
| $54.4M | 0.01% |
4,898,208
-192,247
| -4% | -$2.14M |
|
815
Deckers Outdoor
DECK
$16.9B
| $54.4M | 0.01% |
527,638
-278,320
| -35% | -$28.7M |
|
816
Federal Signal
FSS
$7.65B
| $54.1M | 0.01% |
508,165
+17,478
| +4% | +$1.86M |
|
817
Coupang
CPNG
$58.6B
| $54M | 0.01% |
1,807,981
-219,000
| -11% | -$6.54M |
|
|
DEC
818
Diversified Energy
DEC
$1.22B
| – | – |
0
| – | – |
|
819
Amer Sports
AS
$20.4B
| $53.8M | 0.01% |
1,387,213
+1,378,220
| +15,325% | +$53.4M |
|
820
American Financial Group
AFG
$11.4B
| $53.6M | 0.01% |
424,723
+97,102
| +30% | +$12.3M |
|
821
iShares MSCI India ETF
INDA
$9.38B
| $53.6M | 0.01% |
962,712
-145,344
| -13% | -$8.09M |
|
822
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.04B
| $53.5M | 0.01% |
672,685
-19,636
| -3% | -$1.56M |
|
823
Korn Ferry
KFY
$3.81B
| $53.5M | 0.01% |
729,663
+8,637
| +1% | +$633K |
|
824
SEI Investments
SEIC
$10.7B
| $53.4M | 0.01% |
594,661
+96,573
| +19% | +$8.68M |
|
825
Trip.com Group
TCOM
$47.4B
| $53M | 0.01% |
904,624
-913,535
| -50% | -$53.6M |
|