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 |
iShares Russell 1000 Growth ETF
IWF
|
+$981M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$618M |
| 3 |
NVIDIA
NVDA
|
+$379M |
| 4 |
Bank of New York Mellon
BK
|
+$363M |
| 5 |
CRH
CRH
|
+$294M |
Top Sells
| 1 |
Broadcom
AVGO
|
+$1.17B |
| 2 |
Cigna
CI
|
+$446M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$439M |
| 4 |
Medtronic
MDT
|
+$410M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$391M |
Sector Composition
| 1 | Technology | 23.33% |
| 2 | Financials | 10.89% |
| 3 | Healthcare | 10.04% |
| 4 | Industrials | 8.77% |
| 5 | Consumer Discretionary | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Shift4
FOUR
$5.87B
| $29.3M | 0.01% |
394,076
+24,447
| +7% | +$1.82M |
|
1052
GE HealthCare
GEHC
$34.7B
| $29.3M | 0.01% |
378,340
-2,290,355
| -86% | -$177M |
|
1053
Saic
SAIC
$4.75B
| $29.2M | 0.01% |
234,643
-39,316
| -14% | -$4.89M |
|
1054
Aspen Aerogels
ASPN
$560M
| $29.2M | 0.01% |
1,848,520
+969,028
| +110% | +$15.3M |
|
1055
PPL Corp
PPL
$26.5B
| $29.1M | 0.01% |
1,074,106
-686,708
| -39% | -$18.6M |
|
1056
DoorDash
DASH
$110B
| $28.9M | 0.01% |
292,042
-96,472
| -25% | -$9.54M |
|
1057
Etsy
ETSY
$5.73B
| $28.9M | 0.01% |
356,148
+24,029
| +7% | +$1.95M |
|
1058
10x Genomics
TXG
$1.63B
| $28.8M | 0.01% |
515,341
+500,802
| +3,445% | +$28M |
|
1059
Citizens Financial Group
CFG
$22.3B
| $28.8M | 0.01% |
868,404
-39,759
| -4% | -$1.32M |
|
1060
Calix
CALX
$4.13B
| $28.8M | 0.01% |
658,128
-771,496
| -54% | -$33.7M |
|
1061
HNI Corp
HNI
$2.06B
| $28.7M | 0.01% |
686,106
+275,587
| +67% | +$11.5M |
|
1062
Fulton Financial
FULT
$3.51B
| $28.6M | 0.01% |
1,738,542
+1,197,149
| +221% | +$19.7M |
|
1063
Schwab U.S Small- Cap ETF
SCHA
$19B
| $28.5M | 0.01% |
1,207,660
-1,204,224
| -50% | -$28.5M |
|
1064
Utz Brands
UTZ
$1.12B
| $28.5M | 0.01% |
1,754,732
+503,905
| +40% | +$8.18M |
|
1065
StoneX
SNEX
$5.02B
| $28.5M | 0.01% |
578,913
+113,975
| +25% | +$5.61M |
|
1066
iShares US Medical Devices ETF
IHI
$4.31B
| $28.5M | 0.01% |
527,979
-74,496
| -12% | -$4.02M |
|
1067
Arrowhead Research
ARWR
$3.99B
| $28.4M | 0.01% |
928,600
+234,984
| +34% | +$7.19M |
|
1068
Canadian Pacific Kansas City
CP
$68.4B
| $28.4M | 0.01% |
355,793
-57,169
| -14% | -$4.56M |
|
1069
International Paper
IP
$24.6B
| $28.3M | 0.01% |
782,056
+15,861
| +2% | +$573K |
|
1070
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.13B
| $28.2M | 0.01% |
1,052,908
-371,981
| -26% | -$9.98M |
|
1071
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.5B
| $28.2M | 0.01% |
579,204
-21,803
| -4% | -$1.06M |
|
1072
Cytokinetics
CYTK
$6.22B
| $28.2M | 0.01% |
337,255
+21,837
| +7% | +$1.82M |
|
1073
Essential Properties Realty Trust
EPRT
$5.88B
| $28.2M | 0.01% |
1,101,475
-144,341
| -12% | -$3.69M |
|
1074
Raymond James Financial
RJF
$34.1B
| $27.8M | 0.01% |
249,455
-18,137
| -7% | -$2.02M |
|
1075
Exelon
EXC
$43.8B
| $27.8M | 0.01% |
774,009
-32,853
| -4% | -$1.18M |
|