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 | |
|---|---|---|---|---|---|---|
801
JPMorgan Active Growth ETF
JGRO
$7.34B
| $49.2M | 0.01% |
+655,337
| New | +$49.2M |
|
802
FTI Consulting
FCN
$5.23B
| $49.2M | 0.01% |
228,502
+21,573
| +10% | +$4.65M |
|
803
Tidewater
TDW
$2.97B
| $49.2M | 0.01% |
516,794
+209,374
| +68% | +$19.9M |
|
804
iShares Russell Top 200 ETF
IWL
$1.82B
| $49.2M | 0.01% |
366,921
-9,886
| -3% | -$1.32M |
|
805
Exponent
EXPO
$3.5B
| $49.1M | 0.01% |
516,574
-663,379
| -56% | -$63.1M |
|
806
Schwab Fundamental US Small Company Index ETF
FNDA
$8.93B
| $49.1M | 0.01% |
1,787,528
+30,052
| +2% | +$825K |
|
807
Eagle Materials
EXP
$7.49B
| $49.1M | 0.01% |
225,718
-4,283
| -2% | -$931K |
|
808
ResMed
RMD
$39.6B
| $48.8M | 0.01% |
254,741
+62,469
| +32% | +$12M |
|
809
Vita Coco
COCO
$2.19B
| $48.7M | 0.01% |
1,750,305
-228,922
| -12% | -$6.38M |
|
810
Sarepta Therapeutics
SRPT
$1.8B
| $48.7M | 0.01% |
308,413
+77,591
| +34% | +$12.3M |
|
811
Macerich
MAC
$4.53B
| $48.7M | 0.01% |
3,152,784
-74,207
| -2% | -$1.15M |
|
812
Zions Bancorporation
ZION
$8.56B
| $48.5M | 0.01% |
1,118,246
-16,297
| -1% | -$707K |
|
813
Utz Brands
UTZ
$1.12B
| $48.5M | 0.01% |
2,914,089
+748,101
| +35% | +$12.4M |
|
814
Vanguard International Dividend Appreciation ETF
VIGI
$8.49B
| $48.4M | 0.01% |
595,970
+87,829
| +17% | +$7.14M |
|
815
Snowflake
SNOW
$76.5B
| $48.3M | 0.01% |
357,449
-71,406
| -17% | -$9.65M |
|
816
PBF Energy
PBF
$3.26B
| $48.2M | 0.01% |
1,047,599
-71,072
| -6% | -$3.27M |
|
817
Wingstop
WING
$7.84B
| $48M | 0.01% |
113,558
+58,843
| +108% | +$24.9M |
|
818
iShares Core High Dividend ETF
HDV
$11.6B
| $47.9M | 0.01% |
439,940
-50,172
| -10% | -$5.46M |
|
819
Vanguard Communication Services ETF
VOX
$5.82B
| $47.7M | 0.01% |
345,831
+12,987
| +4% | +$1.79M |
|
820
BP
BP
$89.5B
| $47.7M | 0.01% |
1,322,349
+179,086
| +16% | +$6.47M |
|
821
Hubbell
HUBB
$23.5B
| $47.7M | 0.01% |
130,540
+69,627
| +114% | +$25.4M |
|
822
Novartis
NVS
$245B
| $47.7M | 0.01% |
447,674
+18,132
| +4% | +$1.93M |
|
823
IDEX
IEX
$12.1B
| $47.6M | 0.01% |
236,640
-97,723
| -29% | -$19.7M |
|
824
Dorman Products
DORM
$4.86B
| $47.6M | 0.01% |
520,349
-9,001
| -2% | -$823K |
|
825
Energy Recovery
ERII
$776M
| $47.5M | 0.01% |
3,577,386
+826,525
| +30% | +$11M |
|