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 |
iShares Core US Aggregate Bond ETF
AGG
|
+$797M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$741M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$679M |
| 4 |
Boeing
BA
|
+$440M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$359M |
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 | 8.22% |
| 5 | Consumer Discretionary | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
iShares Convertible Bond ETF
ICVT
$2.88B
| $15.9M | ﹤0.01% |
187,134
+83,891
| +81% | +$7.13M |
|
1477
Sabra Healthcare REIT
SBRA
$4.57B
| $15.8M | ﹤0.01% |
912,210
+58,919
| +7% | +$1.02M |
|
1478
Air Lease Corp
AL
$7.1B
| $15.8M | ﹤0.01% |
327,590
-21,208
| -6% | -$1.02M |
|
1479
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.78B
| $15.8M | ﹤0.01% |
207,444
-530
| -0.3% | -$40.3K |
|
1480
Boise Cascade
BCC
$3.2B
| $15.8M | ﹤0.01% |
132,607
-7,181
| -5% | -$854K |
|
1481
XP
XP
$9.94B
| $15.7M | ﹤0.01% |
1,329,899
+110,948
| +9% | +$1.31M |
|
1482
Scotiabank
BNS
$78.7B
| $15.7M | ﹤0.01% |
279,905
-213,698
| -43% | -$12M |
|
1483
Invesco Dorsey Wright Momentum ETF
PDP
$1.33B
| $15.7M | ﹤0.01% |
145,455
-19,310
| -12% | -$2.08M |
|
1484
Arbor Realty Trust
ABR
$2.25B
| $15.6M | ﹤0.01% |
1,129,741
-17,075
| -1% | -$236K |
|
1485
iShares Global Infrastructure ETF
IGF
$8.22B
| $15.6M | ﹤0.01% |
299,310
+134,508
| +82% | +$7.03M |
|
1486
VanEck Merk Gold Trust
OUNZ
$1.97B
| $15.6M | ﹤0.01% |
616,422
+27,185
| +5% | +$688K |
|
1487
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$404M
| $15.5M | ﹤0.01% |
664,213
+407,098
| +158% | +$9.53M |
|
1488
Stock Yards Bancorp
SYBT
$2.27B
| $15.5M | ﹤0.01% |
216,432
-3,830
| -2% | -$274K |
|
1489
Atmos Energy
ATO
$26.7B
| $15.5M | ﹤0.01% |
110,959
-20,889
| -16% | -$2.91M |
|
1490
Alliant Energy
LNT
$16.7B
| $15.4M | ﹤0.01% |
260,970
+2,120
| +0.8% | +$125K |
|
1491
Pinnacle Financial Partners
PNFP
$7.55B
| $15.4M | ﹤0.01% |
134,964
-10,958
| -8% | -$1.25M |
|
1492
Duolingo
DUOL
$14.1B
| $15.4M | ﹤0.01% |
47,412
-12,423
| -21% | -$4.03M |
|
1493
PBF Energy
PBF
$3.18B
| $15.4M | ﹤0.01% |
578,485
-8,458
| -1% | -$225K |
|
1494
Primoris Services
PRIM
$6.59B
| $15.4M | ﹤0.01% |
200,980
-81,770
| -29% | -$6.25M |
|
|
ARR
1495
Armour Residential REIT
ARR
$1.72B
| $15.4M | ﹤0.01% |
814,009
+675,259
| +487% | +$12.7M |
|
1496
Perdoceo Education
PRDO
$2.26B
| $15.3M | ﹤0.01% |
578,997
-33,737
| -6% | -$893K |
|
1497
Peloton Interactive
PTON
$3.09B
| $15.3M | ﹤0.01% |
1,760,470
-6,430,055
| -79% | -$55.9M |
|
1498
Range Resources
RRC
$8.41B
| $15.2M | ﹤0.01% |
423,822
+83,353
| +24% | +$3M |
|
1499
Carvana
CVNA
$50B
| $15.2M | ﹤0.01% |
74,680
+2,375
| +3% | +$483K |
|
1500
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.55B
| $15.2M | ﹤0.01% |
105,345
+79,522
| +308% | +$11.5M |
|