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 |
JPMorgan Chase
JPM
|
+$2.13B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$2.08B |
| 3 |
Pfizer
PFE
|
+$1.83B |
| 4 |
Apple
AAPL
|
+$1.72B |
| 5 |
Wells Fargo
WFC
|
+$1.59B |
Top Sells
Sector Composition
| 1 | Financials | 15.15% |
| 2 | Technology | 13.36% |
| 3 | Healthcare | 12.1% |
| 4 | Industrials | 10.8% |
| 5 | Consumer Discretionary | 9.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Forward Air
FWRD
$909M
| $26.6M | 0.02% |
+695,630
| New | +$26.6M |
|
|
LL
802
DELISTED
LL Flooring Holdings, Inc.
LL
| $26.6M | 0.02% |
+341,736
| New | +$26.6M |
|
803
AAR Corp
AIR
$2.68B
| $26.6M | 0.02% |
+1,208,218
| New | +$26.6M |
|
804
Under Armour
UAA
$2.08B
| $26.5M | 0.02% |
+1,789,512
| New | +$26.5M |
|
|
ESND
805
DELISTED
Essendant Inc.
ESND
| $26.5M | 0.02% |
+790,126
| New | +$26.5M |
|
|
BOBE
806
DELISTED
Bob Evans Farms, Inc.
BOBE
| $26.5M | 0.02% |
+563,327
| New | +$26.5M |
|
|
CLNY
807
DELISTED
Colony Capital, Inc.
CLNY
| $26.4M | 0.02% |
+1,328,463
| New | +$26.4M |
|
808
Idacorp
IDA
$6.82B
| $26.4M | 0.02% |
+553,205
| New | +$26.4M |
|
809
Seagate
STX
$41.4B
| $26.3M | 0.02% |
+586,865
| New | +$26.3M |
|
810
Encompass Health
EHC
$12.8B
| $26.3M | 0.02% |
+1,148,126
| New | +$26.3M |
|
811
SPDR S&P Dividend ETF
SDY
$20.5B
| $26.2M | 0.02% |
+394,952
| New | +$26.2M |
|
|
PCYC
812
DELISTED
PHARMACYCLICS INC
PCYC
| $26.2M | 0.02% |
+329,154
| New | +$26.2M |
|
|
DNR
813
DELISTED
Denbury Resources, Inc.
DNR
| $26.2M | 0.02% |
+1,510,097
| New | +$26.2M |
|
|
HUB.B
814
DELISTED
HUBBELL INC CL-B
HUB.B
| $26.1M | 0.02% |
+263,282
| New | +$26.1M |
|
|
BID
815
DELISTED
Sotheby's
BID
| $26.1M | 0.02% |
+687,226
| New | +$26.1M |
|
816
Zoetis
ZTS
$65.4B
| $26.1M | 0.02% |
+843,341
| New | +$26.1M |
|
|
INN
817
Summit Hotel Properties
INN
$621M
| $25.9M | 0.02% |
+2,743,973
| New | +$25.9M |
|
818
Penske Automotive Group
PAG
$12B
| $25.8M | 0.02% |
+843,354
| New | +$25.8M |
|
|
EVRI
819
DELISTED
Everi Holdings
EVRI
| $25.7M | 0.02% |
+4,107,974
| New | +$25.7M |
|
|
TW
820
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $25.6M | 0.02% |
+313,156
| New | +$25.6M |
|
821
NRG Energy
NRG
$31.4B
| $25.5M | 0.02% |
+956,868
| New | +$25.5M |
|
822
Archrock
AROC
$4.37B
| $25.5M | 0.02% |
+906,069
| New | +$25.5M |
|
823
WEX
WEX
$5.93B
| $25.5M | 0.02% |
+331,887
| New | +$25.5M |
|
824
Kilroy Realty
KRC
$5.1B
| $25.4M | 0.02% |
+478,874
| New | +$25.4M |
|
|
PPS
825
DELISTED
Post Properties
PPS
| $25.4M | 0.02% |
+512,442
| New | +$25.4M |
|