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 |
Lam Research
LRCX
|
$2.26B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$797M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$741M |
| 4 |
Bristol-Myers Squibb
BMY
|
$679M |
| 5 |
Palo Alto Networks
PANW
|
$671M |
Top Sells
| 1 |
Elevance Health
ELV
|
$691M |
| 2 |
Apple
AAPL
|
$522M |
| 3 |
NVIDIA
NVDA
|
$519M |
| 4 |
Amazon
AMZN
|
$469M |
| 5 |
IBM
IBM
|
$330M |
Sector Composition
| 1 | Technology | 24.72% |
| 2 | Financials | 11.26% |
| 3 | Healthcare | 8.3% |
| 4 | Industrials | 8.23% |
| 5 | Consumer Discretionary | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Marathon Petroleum
MPC
$54.6B
| $650M | 0.17% | 4,662,136 -117,626 | -2% | -$16.4M |
|
127
DTE Energy
DTE
$28.4B
| $650M | 0.17% | 5,383,060 -416,912 | -7% | -$50.3M |
|
128
Eaton
ETN
$136B
| $650M | 0.17% | 1,957,289 -616,787 | -24% | -$205M |
|
|
XYZ
129
Block, Inc.
XYZ
$48.5B
| $646M | 0.17% | 7,596,238 +993,051 | +15% | +$84.4M |
|
130
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $643M | 0.16% | 3,658,898 +139,831 | +4% | +$24.6M |
|
131
Corning
GLW
$57.4B
| $641M | 0.16% | 13,483,371 -184,401 | -1% | -$8.77M |
|
132
Verizon
VZ
$186B
| $641M | 0.16% | 16,029,045 -537,007 | -3% | -$21.5M |
|
133
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $641M | 0.16% | 5,561,107 +136,598 | +3% | +$15.7M |
|
134
Advanced Micro Devices
AMD
$264B
| $641M | 0.16% | 5,301,973 -995,565 | -16% | -$120M |
|
135
Illinois Tool Works
ITW
$77.1B
| $641M | 0.16% | 2,526,176 -27,850 | -1% | -$7.06M |
|
136
Colgate-Palmolive
CL
$67.9B
| $617M | 0.16% | 6,798,821 +246,908 | +4% | +$22.4M |
|
137
T-Mobile US
TMUS
$284B
| $613M | 0.16% | 2,779,042 -970,735 | -26% | -$214M |
|
138
Dropbox
DBX
$7.84B
| $610M | 0.16% | 20,321,709 +799,526 | +4% | +$24M |
|
139
Teradyne
TER
$18.8B
| $608M | 0.16% | 4,828,689 +1,065,474 | +28% | +$134M |
|
140
Lowe's Companies
LOW
$145B
| $605M | 0.16% | 2,474,080 -152,136 | -6% | -$37.2M |
|
141
Public Service Enterprise Group
PEG
$41.1B
| $603M | 0.15% | 7,131,755 -193,509 | -3% | -$16.3M |
|
142
CrowdStrike
CRWD
$106B
| $600M | 0.15% | 1,754,074 +173,426 | +11% | +$59.4M |
|
143
iShares Russell 1000 Growth ETF
IWF
$116B
| $593M | 0.15% | 1,475,902 -299,921 | -17% | -$120M |
|
144
Equinix
EQIX
$76.9B
| $592M | 0.15% | 628,110 -11,947 | -2% | -$11.3M |
|
145
NXP Semiconductors
NXPI
$59.2B
| $590M | 0.15% | 2,836,756 +357,309 | +14% | +$74.3M |
|
146
MetLife
MET
$54.1B
| $585M | 0.15% | 7,146,519 -45,931 | -0.6% | -$3.76M |
|
147
General Mills
GIS
$26.4B
| $582M | 0.15% | 9,123,387 +2,341,137 | +35% | +$149M |
|
148
Philip Morris
PM
$260B
| $578M | 0.15% | 4,842,502 +18,753 | +0.4% | +$2.24M |
|
149
Ameren
AEE
$27B
| $574M | 0.15% | 6,438,521 -239,366 | -4% | -$21.3M |
|
150
Booz Allen Hamilton
BAH
$13.4B
| $572M | 0.15% | 4,435,623 -29,617 | -0.7% | -$3.82M |
|