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 |
UnitedHealth
UNH
|
+$471M |
| 2 |
SW
Smurfit Westrock plc
SW
|
+$438M |
| 3 |
Walt Disney
DIS
|
+$409M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$363M |
| 5 |
Hewlett Packard
HPE
|
+$317M |
Top Sells
| 1 |
Apple
AAPL
|
+$700M |
| 2 |
Nike
NKE
|
+$609M |
| 3 |
Visa
V
|
+$544M |
| 4 |
Microchip Technology
MCHP
|
+$529M |
| 5 |
Becton Dickinson
BDX
|
+$501M |
Sector Composition
| 1 | Technology | 24.09% |
| 2 | Financials | 10.53% |
| 3 | Healthcare | 9.64% |
| 4 | Industrials | 8.43% |
| 5 | Consumer Discretionary | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Primoris Services
PRIM
$6.59B
| $16.4M | ﹤0.01% |
282,750
+12,896
| +5% | +$749K |
|
1427
Laureate Education
LAUR
$4.33B
| $16.4M | ﹤0.01% |
986,268
+178,371
| +22% | +$2.96M |
|
1428
Rio Tinto
RIO
$101B
| $16.4M | ﹤0.01% |
229,963
-148
| -0.1% | -$10.5K |
|
1429
Krystal Biotech
KRYS
$4.16B
| $16.3M | ﹤0.01% |
89,749
-12,247
| -12% | -$2.23M |
|
1430
M/I Homes
MHO
$4.07B
| $16.3M | ﹤0.01% |
95,197
-11,194
| -11% | -$1.92M |
|
1431
FirstCash
FCFS
$6.49B
| $16.3M | ﹤0.01% |
142,024
+103,414
| +268% | +$11.9M |
|
1432
Extreme Networks
EXTR
$2.95B
| $16.3M | ﹤0.01% |
1,083,883
+68,189
| +7% | +$1.02M |
|
1433
Ally Financial
ALLY
$13B
| $16.3M | ﹤0.01% |
457,190
+21,205
| +5% | +$755K |
|
1434
Carter's
CRI
$1.08B
| $16.2M | ﹤0.01% |
249,862
-30,600
| -11% | -$1.99M |
|
1435
Lincoln Electric
LECO
$13.2B
| $16.2M | ﹤0.01% |
84,320
+4,461
| +6% | +$857K |
|
1436
JPMorgan Municipal ETF
JMUB
$3.58B
| $16.2M | ﹤0.01% |
316,146
+222,318
| +237% | +$11.4M |
|
1437
Piper Sandler
PIPR
$6.12B
| $16.1M | ﹤0.01% |
56,781
-3,243
| -5% | -$920K |
|
1438
First Citizens BancShares
FCNCA
$25.5B
| $16.1M | ﹤0.01% |
8,727
-5,840
| -40% | -$10.7M |
|
1439
Perella Weinberg Partners
PWP
$1.43B
| $16.1M | ﹤0.01% |
831,429
+668,828
| +411% | +$12.9M |
|
1440
Flex
FLEX
$21.4B
| $16M | ﹤0.01% |
478,932
+32,505
| +7% | +$1.09M |
|
1441
N-able
NABL
$1.54B
| $16M | ﹤0.01% |
1,225,317
-123,952
| -9% | -$1.62M |
|
1442
Ionis Pharmaceuticals
IONS
$10.1B
| $15.9M | ﹤0.01% |
397,898
+389,106
| +4,426% | +$15.6M |
|
1443
Phillips Edison & Co
PECO
$4.47B
| $15.9M | ﹤0.01% |
422,023
+90,971
| +27% | +$3.43M |
|
1444
Sabra Healthcare REIT
SBRA
$4.57B
| $15.9M | ﹤0.01% |
853,291
+482,818
| +130% | +$8.99M |
|
1445
Tronox
TROX
$767M
| $15.9M | ﹤0.01% |
1,085,381
+140,745
| +15% | +$2.06M |
|
1446
First Trust Natural Gas ETF
FCG
$329M
| $15.9M | ﹤0.01% |
668,415
+382,417
| +134% | +$9.08M |
|
1447
Newell Brands
NWL
$2.48B
| $15.9M | ﹤0.01% |
2,065,320
+28,834
| +1% | +$221K |
|
1448
Belden
BDC
$5.21B
| $15.8M | ﹤0.01% |
135,179
-86,751
| -39% | -$10.2M |
|
1449
Janus Henderson
JHG
$7.01B
| $15.8M | ﹤0.01% |
415,231
+32,355
| +8% | +$1.23M |
|
1450
Air Lease Corp
AL
$7.1B
| $15.8M | ﹤0.01% |
348,798
+8,111
| +2% | +$367K |
|