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 | |
|---|---|---|---|---|---|---|
1301
Andersons Inc
ANDE
$1.38B
| $19.1M | 0.01% |
385,266
-9,134
| -2% | -$453K |
|
1302
Organon & Co
OGN
$2.77B
| $19.1M | 0.01% |
922,759
-34,069
| -4% | -$705K |
|
1303
Nomad Foods
NOMD
$2.12B
| $19.1M | 0.01% |
1,158,957
-85,311
| -7% | -$1.41M |
|
1304
Crocs
CROX
$4.23B
| $19M | 0.01% |
129,865
-6,890
| -5% | -$1.01M |
|
1305
Haemonetics
HAE
$2.51B
| $19M | 0.01% |
229,497
-43,003
| -16% | -$3.56M |
|
1306
Prosperity Bancshares
PB
$6.44B
| $19M | 0.01% |
310,213
-2,048
| -0.7% | -$125K |
|
1307
Cal-Maine
CALM
$5.37B
| $18.9M | 0.01% |
310,068
+80,262
| +35% | +$4.9M |
|
1308
Boise Cascade
BCC
$3.2B
| $18.9M | 0.01% |
158,617
-7,480
| -5% | -$892K |
|
1309
Texas Pacific Land
TPL
$21.5B
| $18.9M | 0.01% |
25,683
+18,529
| +259% | +$13.6M |
|
1310
iShares US Small Cap Equity Factor ETF
SMLF
$2.25B
| $18.8M | 0.01% |
307,807
+72,407
| +31% | +$4.43M |
|
1311
Western Alliance Bancorporation
WAL
$9.77B
| $18.8M | 0.01% |
299,662
-110,635
| -27% | -$6.95M |
|
1312
Enphase Energy
ENPH
$4.92B
| $18.8M | 0.01% |
188,704
-21,359
| -10% | -$2.13M |
|
1313
Sprott Physical Gold and Silver Trust
CEF
$6.61B
| $18.8M | 0.01% |
852,420
-28,058
| -3% | -$619K |
|
1314
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$421M
| $18.8M | 0.01% |
233,020
+2,146
| +0.9% | +$173K |
|
|
ARTY
1315
iShares Future AI & Tech ETF
ARTY
$1.45B
| $18.8M | 0.01% |
565,868
+48,382
| +9% | +$1.61M |
|
1316
Old Republic International
ORI
$10B
| $18.8M | 0.01% |
607,712
-35,518
| -6% | -$1.1M |
|
1317
HEICO
HEI
$44.4B
| $18.7M | 0.01% |
83,833
-149,166
| -64% | -$33.4M |
|
1318
Krystal Biotech
KRYS
$4.16B
| $18.7M | 0.01% |
101,996
+58,605
| +135% | +$10.8M |
|
1319
Prestige Consumer Healthcare
PBH
$3.11B
| $18.7M | 0.01% |
271,848
-11,952
| -4% | -$823K |
|
|
SMAR
1320
DELISTED
Smartsheet Inc.
SMAR
| $18.7M | 0.01% |
424,459
+108,313
| +34% | +$4.77M |
|
1321
Toro Company
TTC
$7.76B
| $18.7M | 0.01% |
199,455
-3,541
| -2% | -$331K |
|
1322
Cytokinetics
CYTK
$6.12B
| $18.6M | 0.01% |
344,134
+50,111
| +17% | +$2.72M |
|
1323
First Trust Cloud Computing ETF
SKYY
$3.2B
| $18.6M | 0.01% |
194,506
-26,507
| -12% | -$2.53M |
|
1324
Shutterstock
SSTK
$742M
| $18.6M | 0.01% |
480,027
-6,773
| -1% | -$262K |
|
1325
Global X Russell 2000 Covered Call ETF
RYLD
$1.27B
| $18.5M | 0.01% |
1,156,058
+246,928
| +27% | +$3.96M |
|