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 |
Prologis
PLD
|
+$514M |
| 2 |
Cigna
CI
|
+$491M |
| 3 |
Intuitive Surgical
ISRG
|
+$427M |
| 4 |
Procter & Gamble
PG
|
+$419M |
| 5 |
Parker-Hannifin
PH
|
+$276M |
Top Sells
| 1 |
CVS Health
CVS
|
+$345M |
| 2 |
Eli Lilly
LLY
|
+$341M |
| 3 |
Adeia
ADEA
|
+$332M |
| 4 |
Target
TGT
|
+$329M |
| 5 |
Salesforce
CRM
|
+$313M |
Sector Composition
| 1 | Technology | 19.58% |
| 2 | Healthcare | 12.51% |
| 3 | Financials | 11.68% |
| 4 | Industrials | 8.8% |
| 5 | Consumer Discretionary | 6.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1376
Tower Semiconductor
TSEM
$7.58B
| $15.3M | 0.01% |
355,148
+95,497
| +37% | +$4.13M |
|
1377
GXO Logistics
GXO
$5.78B
| $15.3M | 0.01% |
357,983
+106,256
| +42% | +$4.54M |
|
1378
First Trust Cloud Computing ETF
SKYY
$3.21B
| $15.3M | 0.01% |
264,801
+13,559
| +5% | +$782K |
|
1379
Mercury Insurance
MCY
$4.3B
| $15.3M | 0.01% |
446,087
+80,903
| +22% | +$2.77M |
|
1380
Vanguard Russell 2000 ETF
VTWO
$12.6B
| $15.3M | 0.01% |
216,998
+54,982
| +34% | +$3.87M |
|
|
SHCR
1381
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $15.2M | 0.01% |
9,498,183
-6,305,129
| -40% | -$10.1M |
|
1382
Clean Harbors
CLH
$12.6B
| $15.2M | 0.01% |
133,119
-36,353
| -21% | -$4.15M |
|
1383
PBF Energy
PBF
$3.54B
| $15.2M | 0.01% |
372,254
-159,622
| -30% | -$6.51M |
|
1384
Franco-Nevada
FNV
$38.6B
| $15.1M | 0.01% |
108,605
+11,063
| +11% | +$1.54M |
|
1385
DigitalOcean
DOCN
$3.3B
| $15.1M | 0.01% |
592,917
-259,493
| -30% | -$6.61M |
|
1386
SPDR S&P Bank ETF
KBE
$1.52B
| $15.1M | 0.01% |
334,145
-10,901
| -3% | -$492K |
|
1387
Sphere Entertainment
SPHR
$2.21B
| $15.1M | 0.01% |
335,409
-16,379
| -5% | -$737K |
|
1388
STMicroelectronics
STM
$24.3B
| $15.1M | 0.01% |
423,805
-44,981
| -10% | -$1.6M |
|
1389
Healthpeak Properties
DOC
$12.7B
| $15M | 0.01% |
599,635
-219,337
| -27% | -$5.5M |
|
|
SKX
1390
DELISTED
Skechers
SKX
| $15M | 0.01% |
358,001
-86,500
| -19% | -$3.63M |
|
1391
Associated Banc-Corp
ASB
$4.3B
| $15M | 0.01% |
648,986
-30,150
| -4% | -$696K |
|
1392
Tenet Healthcare
THC
$16.2B
| $15M | 0.01% |
306,771
-324,246
| -51% | -$15.8M |
|
1393
C.H. Robinson
CHRW
$15.8B
| $15M | 0.01% |
163,179
-171,273
| -51% | -$15.7M |
|
1394
Evercore
EVR
$13.3B
| $14.9M | 0.01% |
137,014
-2,018
| -1% | -$220K |
|
|
SRCL
1395
DELISTED
Stericycle Inc
SRCL
| $14.9M | 0.01% |
299,329
-148,498
| -33% | -$7.41M |
|
1396
Ventas
VTR
$30.6B
| $14.9M | 0.01% |
376,539
-25,913
| -6% | -$1.02M |
|
1397
SSR Mining
SSRM
$4.42B
| $14.9M | 0.01% |
734,734
+56,187
| +8% | +$1.14M |
|
1398
Kyndryl
KD
$7.35B
| $14.9M | 0.01% |
1,336,502
-72,591
| -5% | -$807K |
|
1399
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.32B
| $14.9M | 0.01% |
530,244
-56,546
| -10% | -$1.58M |
|
1400
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.27B
| $14.8M | 0.01% |
793,912
+327,573
| +70% | +$6.13M |
|