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 |
JPMorgan Chase
JPM
|
+$2.13B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$2.08B |
| 3 |
Pfizer
PFE
|
+$1.83B |
| 4 |
Apple
AAPL
|
+$1.72B |
| 5 |
Wells Fargo
WFC
|
+$1.59B |
Top Sells
Sector Composition
| 1 | Financials | 15.15% |
| 2 | Technology | 13.36% |
| 3 | Healthcare | 12.1% |
| 4 | Industrials | 10.8% |
| 5 | Consumer Discretionary | 9.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
Mercado Libre
MELI
$119B
| $6.74M | ﹤0.01% |
+62,546
| New | +$6.74M |
|
|
IBKC
1627
DELISTED
IBERIABANK Corp
IBKC
| $6.74M | ﹤0.01% |
+125,624
| New | +$6.74M |
|
1628
Gulf Island Fabrication
GIFI
$122M
| $6.73M | ﹤0.01% |
+351,719
| New | +$6.73M |
|
1629
Openlane
KAR
$3.07B
| $6.73M | ﹤0.01% |
+777,527
| New | +$6.73M |
|
1630
Boston Beer
SAM
$2.36B
| $6.73M | ﹤0.01% |
+39,434
| New | +$6.73M |
|
|
AMRE
1631
DELISTED
AMREIT INC NEW COM STK
AMRE
| $6.72M | ﹤0.01% |
+347,526
| New | +$6.72M |
|
1632
Allegiant Air
ALGT
$1.19B
| $6.72M | ﹤0.01% |
+63,354
| New | +$6.72M |
|
1633
Melco Resorts & Entertainment
MLCO
$3.75B
| $6.72M | ﹤0.01% |
+300,340
| New | +$6.72M |
|
1634
UMB Financial
UMBF
$9.16B
| $6.71M | ﹤0.01% |
+120,525
| New | +$6.71M |
|
|
IVAC
1635
DELISTED
Intevac Inc
IVAC
| $6.7M | ﹤0.01% |
+1,184,368
| New | +$6.7M |
|
1636
MBIA
MBI
$393M
| $6.7M | ﹤0.01% |
+503,445
| New | +$6.7M |
|
1637
Cerus
CERS
$236M
| $6.7M | ﹤0.01% |
+1,514,698
| New | +$6.7M |
|
1638
Carnival Corp
CCL
$42.7B
| $6.69M | ﹤0.01% |
+195,065
| New | +$6.69M |
|
1639
National Grid
NGG
$71B
| $6.69M | ﹤0.01% |
+120,687
| New | +$6.69M |
|
1640
Tredegar Corp
TG
$279M
| $6.68M | ﹤0.01% |
+259,983
| New | +$6.68M |
|
1641
Old Republic International
ORI
$10B
| $6.66M | ﹤0.01% |
+517,721
| New | +$6.66M |
|
1642
Interface
TILE
$1.66B
| $6.62M | ﹤0.01% |
+390,181
| New | +$6.62M |
|
1643
iShares Select Dividend ETF
DVY
$20.8B
| $6.6M | ﹤0.01% |
+103,146
| New | +$6.6M |
|
1644
Nasdaq
NDAQ
$53.9B
| $6.6M | ﹤0.01% |
+603,354
| New | +$6.6M |
|
1645
Adtalem Global Education
ATGE
$4.94B
| $6.58M | ﹤0.01% |
+212,088
| New | +$6.58M |
|
1646
FNB Corp
FNB
$5.89B
| $6.58M | ﹤0.01% |
+544,654
| New | +$6.58M |
|
1647
Mercury Systems
MRCY
$4.34B
| $6.58M | ﹤0.01% |
+713,029
| New | +$6.58M |
|
1648
WSFS Financial
WSFS
$3.13B
| $6.58M | ﹤0.01% |
+376,506
| New | +$6.58M |
|
1649
United Therapeutics
UTHR
$18.3B
| $6.54M | ﹤0.01% |
+99,387
| New | +$6.54M |
|
1650
Consolidated Edison
ED
$35.2B
| $6.54M | ﹤0.01% |
+112,147
| New | +$6.54M |
|