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 |
Alphabet (Google) Class A
GOOGL
|
+$646M |
| 2 |
Gilead Sciences
GILD
|
+$598M |
| 3 |
NVIDIA
NVDA
|
+$538M |
| 4 |
Altria Group
MO
|
+$367M |
| 5 |
Synopsys
SNPS
|
+$300M |
Top Sells
| 1 |
AbbVie
ABBV
|
+$580M |
| 2 |
eBay
EBAY
|
+$488M |
| 3 |
Lam Research
LRCX
|
+$368M |
| 4 |
Trane Technologies
TT
|
+$280M |
| 5 |
Dropbox
DBX
|
+$268M |
Sector Composition
| 1 | Technology | 25.11% |
| 2 | Financials | 11.83% |
| 3 | Industrials | 8.15% |
| 4 | Healthcare | 7.52% |
| 5 | Consumer Discretionary | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Thermon Group Holdings
THR
$844M
| $15.4M | ﹤0.01% |
548,001
+1,029
| +0.2% | +$28.9K |
|
1502
Wabash National
WNC
$457M
| $15.4M | ﹤0.01% |
1,445,635
+59,054
| +4% | +$628K |
|
1503
STAG Industrial
STAG
$6.77B
| $15.4M | ﹤0.01% |
423,478
+20,516
| +5% | +$744K |
|
1504
Sanmina
SANM
$6.24B
| $15.3M | ﹤0.01% |
156,432
-7,143
| -4% | -$699K |
|
1505
Simulations Plus
SLP
$303M
| $15.3M | ﹤0.01% |
875,447
+176,747
| +25% | +$3.08M |
|
1506
Global X US Preferred ETF
PFFD
$2.37B
| $15.2M | ﹤0.01% |
813,408
+63,029
| +8% | +$1.18M |
|
1507
Alliant Energy
LNT
$16.7B
| $15.2M | ﹤0.01% |
251,067
-7,646
| -3% | -$462K |
|
1508
JPMorgan BetaBuilders Japan ETF
BBJP
$14.2B
| $15.1M | ﹤0.01% |
244,426
-36,744
| -13% | -$2.27M |
|
1509
Flywire
FLYW
$1.63B
| $15.1M | ﹤0.01% |
1,289,540
+1,046,544
| +431% | +$12.2M |
|
1510
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.08B
| $15.1M | ﹤0.01% |
375,879
-28,205
| -7% | -$1.13M |
|
1511
National Grid
NGG
$71B
| $15.1M | ﹤0.01% |
202,531
-37,025
| -15% | -$2.76M |
|
1512
LXP Industrial Trust
LXP
$2.72B
| $15M | ﹤0.01% |
1,970,354
+135,289
| +7% | +$1.03M |
|
1513
Century Communities
CCS
$2B
| $15M | ﹤0.01% |
266,955
-1,146
| -0.4% | -$64.5K |
|
1514
Edgewell Personal Care
EPC
$1.01B
| $15M | ﹤0.01% |
641,647
-378,521
| -37% | -$8.86M |
|
1515
Doximity
DOCS
$13.3B
| $15M | ﹤0.01% |
243,882
-127,406
| -34% | -$7.82M |
|
1516
Alignment Healthcare
ALHC
$3.18B
| $14.9M | ﹤0.01% |
1,067,256
-271,055
| -20% | -$3.79M |
|
|
ARR
1517
Armour Residential REIT
ARR
$1.72B
| $14.9M | ﹤0.01% |
888,295
-58,093
| -6% | -$977K |
|
1518
Bank of N.T. Butterfield & Son
NTB
$1.89B
| $14.9M | ﹤0.01% |
336,885
-54,201
| -14% | -$2.4M |
|
1519
Icon
ICLR
$13.6B
| $14.9M | ﹤0.01% |
102,487
-138,189
| -57% | -$20.1M |
|
1520
JPMorgan BetaBuilders Canada ETF
BBCA
$8.83B
| $14.9M | ﹤0.01% |
184,617
+14,167
| +8% | +$1.14M |
|
1521
SPDR S&P 1500 Value Tilt ETF
VLU
$535M
| $14.9M | ﹤0.01% |
77,268
-6,670
| -8% | -$1.28M |
|
1522
Sprout Social
SPT
$803M
| $14.8M | ﹤0.01% |
708,686
+142,157
| +25% | +$2.97M |
|
1523
Astronics
ATRO
$1.41B
| $14.8M | ﹤0.01% |
442,324
+34,230
| +8% | +$1.15M |
|
1524
ePlus
PLUS
$1.97B
| $14.8M | ﹤0.01% |
204,857
+118,874
| +138% | +$8.57M |
|
1525
Landstar System
LSTR
$4.46B
| $14.7M | ﹤0.01% |
106,147
-81,824
| -44% | -$11.4M |
|