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 | |
|---|---|---|---|---|---|---|
1726
Rithm Capital
RITM
$6.57B
| $5.64M | ﹤0.01% |
+420,408
| New | +$5.64M |
|
|
HNT
1727
DELISTED
HEALTH NET INC
HNT
| $5.64M | ﹤0.01% |
+177,331
| New | +$5.64M |
|
1728
iShares National Muni Bond ETF
MUB
$39.5B
| $5.64M | ﹤0.01% |
+51,323
| New | +$5.64M |
|
1729
Lithia Motors
LAD
$8.56B
| $5.64M | ﹤0.01% |
+105,671
| New | +$5.64M |
|
|
NATI
1730
DELISTED
National Instruments Corp
NATI
| $5.62M | ﹤0.01% |
+201,167
| New | +$5.62M |
|
1731
iRobot
IRBT
$107M
| $5.61M | ﹤0.01% |
+141,042
| New | +$5.61M |
|
1732
iShares MSCI Germany ETF
EWG
$2.39B
| $5.6M | ﹤0.01% |
+227,185
| New | +$5.6M |
|
1733
Universal Corp
UVV
$1.38B
| $5.58M | ﹤0.01% |
+96,476
| New | +$5.58M |
|
1734
Hillenbrand
HI
$1.73B
| $5.58M | ﹤0.01% |
+235,162
| New | +$5.58M |
|
1735
Puma Biotechnology
PBYI
$225M
| $5.58M | ﹤0.01% |
+125,615
| New | +$5.58M |
|
|
FCE.A
1736
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $5.57M | ﹤0.01% |
+311,178
| New | +$5.57M |
|
1737
Vanguard Health Care ETF
VHT
$15.7B
| $5.57M | ﹤0.01% |
+64,080
| New | +$5.57M |
|
1738
Prestige Consumer Healthcare
PBH
$3.11B
| $5.56M | ﹤0.01% |
+190,933
| New | +$5.56M |
|
|
CSE
1739
DELISTED
CAPITALSOURCE INC
CSE
| $5.55M | ﹤0.01% |
+591,990
| New | +$5.55M |
|
1740
Zumiez
ZUMZ
$347M
| $5.55M | ﹤0.01% |
+192,913
| New | +$5.55M |
|
1741
TechTarget
TTGT
$427M
| $5.54M | ﹤0.01% |
+1,238,643
| New | +$5.54M |
|
|
RSH
1742
DELISTED
RADIOSHACK CORP
RSH
| $5.54M | ﹤0.01% |
+1,751,603
| New | +$5.54M |
|
1743
Trustco Bank Corp NY
TRST
$746M
| $5.53M | ﹤0.01% |
+203,357
| New | +$5.53M |
|
1744
Federated Hermes
FHI
$4.16B
| $5.53M | ﹤0.01% |
+201,556
| New | +$5.53M |
|
1745
Universal Technical Institute
UTI
$1.48B
| $5.52M | ﹤0.01% |
+534,160
| New | +$5.52M |
|
1746
Genuine Parts
GPC
$19.7B
| $5.52M | ﹤0.01% |
+70,556
| New | +$5.52M |
|
1747
FirstEnergy
FE
$25.3B
| $5.51M | ﹤0.01% |
+147,698
| New | +$5.51M |
|
|
EFR
1748
Eaton Vance Senior Floating-Rate Fund
EFR
$344M
| $5.51M | ﹤0.01% |
+339,539
| New | +$5.51M |
|
|
SQI
1749
DELISTED
SCIQUEST, INC. COMMON STOCK
SQI
| $5.49M | ﹤0.01% |
+219,046
| New | +$5.49M |
|
1750
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| $5.46M | ﹤0.01% |
+93,180
| New | +$5.46M |
|