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 |
NVIDIA
NVDA
|
$11.4B |
| 2 |
Apple
AAPL
|
$684M |
| 3 |
American Tower
AMT
|
$367M |
| 4 |
TJX Companies
TJX
|
$337M |
| 5 |
Thermo Fisher Scientific
TMO
|
$335M |
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 | |
|---|---|---|---|---|---|---|
126
Vanguard Total Stock Market ETF
VTI
$526B
| $629M | 0.17% | 2,351,450 -19,875 | -0.8% | -$5.32M |
|
127
Arista Networks
ANET
$172B
| $629M | 0.17% | 1,794,586 +884,703 | +97% | +$310M |
|
128
Bank of New York Mellon
BK
$74.5B
| $624M | 0.17% | 10,416,436 +421,161 | +4% | +$25.2M |
|
129
Colgate-Palmolive
CL
$67.9B
| $618M | 0.17% | 6,380,139 -207,608 | -3% | -$20.1M |
|
130
DTE Energy
DTE
$28.4B
| $617M | 0.17% | 5,557,309 +86,205 | +2% | +$9.57M |
|
131
GoDaddy
GDDY
$20.5B
| $617M | 0.17% | 4,413,247 -25,128 | -0.6% | -$3.51M |
|
132
Sysco
SYY
$38.5B
| $615M | 0.17% | 8,623,178 +1,782,180 | +26% | +$127M |
|
133
Hilton Worldwide
HLT
$64.9B
| $615M | 0.17% | 2,817,770 +200,329 | +8% | +$43.7M |
|
134
Amgen
AMGN
$155B
| $608M | 0.16% | 1,943,963 -30,634 | -2% | -$9.59M |
|
135
Boston Scientific
BSX
$156B
| $608M | 0.16% | 7,899,610 +1,824,405 | +30% | +$140M |
|
136
Teradyne
TER
$18.8B
| $604M | 0.16% | 4,072,016 -1,552,403 | -28% | -$230M |
|
137
Charles Schwab
SCHW
$174B
| $603M | 0.16% | 8,186,194 -1,124,792 | -12% | -$82.9M |
|
138
General Dynamics
GD
$87.3B
| $602M | 0.16% | 2,071,803 +47,915 | +2% | +$13.9M |
|
139
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
| $601M | 0.16% | 7,496,465 -389,863 | -5% | -$31.2M |
|
140
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $599M | 0.16% | 5,615,408 -395,774 | -7% | -$42.2M |
|
141
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.4B
| $587M | 0.16% | 7,345,381 -490,318 | -6% | -$39.2M |
|
142
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $586M | 0.16% | 11,449,295 +380,278 | +3% | +$19.5M |
|
143
Corning
GLW
$57.4B
| $581M | 0.16% | 14,910,655 -2,559,218 | -15% | -$99.6M |
|
144
Lowe's Companies
LOW
$145B
| $577M | 0.16% | 2,646,123 -174,282 | -6% | -$38M |
|
145
Philip Morris
PM
$260B
| $568M | 0.15% | 5,658,492 -818,623 | -13% | -$82.2M |
|
146
Mercado Libre
MELI
$125B
| $557M | 0.15% | 338,684 +23,995 | +8% | +$39.4M |
|
147
MetLife
MET
$54.1B
| $555M | 0.15% | 7,911,434 -585,380 | -7% | -$41.1M |
|
148
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $554M | 0.15% | 9,470,975 -917,348 | -9% | -$53.7M |
|
149
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $547M | 0.15% | 3,327,258 -212,594 | -6% | -$34.9M |
|
150
Illinois Tool Works
ITW
$77.1B
| $545M | 0.15% | 2,299,738 +230,169 | +11% | +$54.5M |
|