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 | |
|---|---|---|---|---|---|---|
151
Cummins
CMI
$54.9B
| $570M | 0.15% | 1,636,053 -409,365 | -20% | -$143M |
|
152
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $559M | 0.14% | 8,976,780 -543,839 | -6% | -$33.9M |
|
153
iShares Russell Top 200 Growth ETF
IWY
$14.8B
| $556M | 0.14% | 2,365,017 +308,168 | +15% | +$72.5M |
|
154
Gen Digital
GEN
$18.6B
| $556M | 0.14% | 20,298,396 -1,926,351 | -9% | -$52.7M |
|
155
Stryker
SYK
$150B
| $555M | 0.14% | 1,536,666 -29,268 | -2% | -$10.6M |
|
156
Hilton Worldwide
HLT
$64.9B
| $552M | 0.14% | 2,233,333 -255,541 | -10% | -$63.2M |
|
157
GoDaddy
GDDY
$20.5B
| $551M | 0.14% | 2,792,786 -490,675 | -15% | -$96.8M |
|
158
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$7.93B
| $543M | 0.14% | 12,934,382 +907,861 | +8% | +$38.1M |
|
159
General Dynamics
GD
$87.3B
| $539M | 0.14% | 2,038,598 -1,618 | -0.1% | -$427K |
|
160
Target
TGT
$43.6B
| $536M | 0.14% | 3,968,037 +1,506,275 | +61% | +$204M |
|
161
Autodesk
ADSK
$67.3B
| $531M | 0.14% | 1,795,817 +8,962 | +0.5% | +$2.65M |
|
162
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
| $529M | 0.14% | 2,357,083 +296,906 | +14% | +$66.6M |
|
163
Tapestry
TPR
$21.2B
| $528M | 0.14% | 8,092,843 +370,784 | +5% | +$24.2M |
|
164
Amgen
AMGN
$155B
| $527M | 0.14% | 2,025,866 +84,128 | +4% | +$21.9M |
|
165
Zoetis
ZTS
$69.3B
| $524M | 0.13% | 3,215,753 +159,382 | +5% | +$25.9M |
|
166
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$14.7B
| $523M | 0.13% | 10,324,245 +613,878 | +6% | +$31.1M |
|
167
Altria Group
MO
$113B
| $515M | 0.13% | 9,974,105 +127 | +0% | +$6.56K |
|
168
Mercado Libre
MELI
$125B
| $513M | 0.13% | 301,940 +12,104 | +4% | +$20.6M |
|
169
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $513M | 0.13% | 21,347,139 +9,152,670 | +75% | +$220M |
|
170
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
| $513M | 0.13% | 6,333,811 +182,730 | +3% | +$14.8M |
|
171
Vanguard Small-Cap ETF
VB
$66.4B
| $511M | 0.13% | 2,127,626 +83,778 | +4% | +$20.1M |
|
172
Cigna
CI
$80.3B
| $511M | 0.13% | 1,850,410 -228,139 | -11% | -$63M |
|
173
EPAM Systems
EPAM
$9.82B
| $510M | 0.13% | 2,181,143 +620,551 | +40% | +$145M |
|
174
Sysco
SYY
$38.5B
| $505M | 0.13% | 6,608,015 -583,597 | -8% | -$44.6M |
|
175
Hewlett Packard
HPE
$29.6B
| $504M | 0.13% | 23,587,643 +3,775,584 | +19% | +$80.7M |
|