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 Russell 1000 Growth ETF
IWF
|
+$981M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$618M |
| 3 |
NVIDIA
NVDA
|
+$379M |
| 4 |
Bank of New York Mellon
BK
|
+$363M |
| 5 |
CRH
CRH
|
+$294M |
Top Sells
| 1 |
Broadcom
AVGO
|
+$1.17B |
| 2 |
Cigna
CI
|
+$446M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$439M |
| 4 |
Medtronic
MDT
|
+$410M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$391M |
Sector Composition
| 1 | Technology | 23.33% |
| 2 | Financials | 10.89% |
| 3 | Healthcare | 10.04% |
| 4 | Industrials | 8.77% |
| 5 | Consumer Discretionary | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Elastic
ESTC
$9.3B
| $9.71M | ﹤0.01% |
86,184
+40,886
| +90% | +$4.61M |
|
1752
Masimo
MASI
$8.01B
| $9.7M | ﹤0.01% |
82,795
+8,741
| +12% | +$1.02M |
|
1753
Shake Shack
SHAK
$4.06B
| $9.7M | ﹤0.01% |
130,892
-7,774
| -6% | -$576K |
|
1754
Credo Technology Group
CRDO
$28B
| $9.69M | ﹤0.01% |
497,933
+110,295
| +28% | +$2.15M |
|
1755
Forward Air
FWRD
$904M
| $9.69M | ﹤0.01% |
154,199
-519,170
| -77% | -$32.6M |
|
1756
iRobot
IRBT
$107M
| $9.69M | ﹤0.01% |
250,265
-2,766
| -1% | -$107K |
|
1757
Polaris
PII
$3.22B
| $9.68M | ﹤0.01% |
102,120
+2,089
| +2% | +$198K |
|
|
NARI
1758
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $9.66M | ﹤0.01% |
148,833
+12,015
| +9% | +$780K |
|
|
XHR
1759
Xenia Hotels & Resorts
XHR
$1.41B
| $9.64M | ﹤0.01% |
707,408
+18,709
| +3% | +$255K |
|
1760
Rapid7
RPD
$1.27B
| $9.58M | ﹤0.01% |
167,809
+11,491
| +7% | +$656K |
|
1761
American States Water
AWR
$2.82B
| $9.58M | ﹤0.01% |
119,130
-9,037
| -7% | -$727K |
|
1762
Old National Bancorp
ONB
$8.88B
| $9.58M | ﹤0.01% |
567,152
-5,622
| -1% | -$95K |
|
1763
Global X Uranium ETF
URA
$4.29B
| $9.55M | ﹤0.01% |
346,478
+44,378
| +15% | +$1.22M |
|
1764
Wyndham Hotels & Resorts
WH
$6.55B
| $9.53M | ﹤0.01% |
118,547
-6,965
| -6% | -$560K |
|
1765
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.34B
| $9.53M | ﹤0.01% |
91,045
-24,400
| -21% | -$2.55M |
|
1766
Diageo
DEO
$56.5B
| $9.52M | ﹤0.01% |
65,357
-156
| -0.2% | -$22.7K |
|
1767
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.48B
| $9.51M | ﹤0.01% |
344,817
-1,116,269
| -76% | -$30.8M |
|
1768
Southern First Bancshares
SFST
$366M
| $9.48M | ﹤0.01% |
255,592
+2,409
| +1% | +$89.4K |
|
1769
iShares Russell Top 200 Value ETF
IWX
$2.82B
| $9.48M | ﹤0.01% |
135,058
+5,496
| +4% | +$386K |
|
1770
Capri Holdings
CPRI
$2.43B
| $9.47M | ﹤0.01% |
188,494
-12,604
| -6% | -$633K |
|
1771
VanEck Short Muni ETF
SMB
$286M
| $9.47M | ﹤0.01% |
555,645
+141,384
| +34% | +$2.41M |
|
1772
Edgewell Personal Care
EPC
$1.01B
| $9.47M | ﹤0.01% |
258,490
+934
| +0.4% | +$34.2K |
|
1773
H&R Block
HRB
$6.86B
| $9.47M | ﹤0.01% |
195,518
-46,212
| -19% | -$2.24M |
|
1774
CVB Financial
CVBF
$2.77B
| $9.45M | ﹤0.01% |
467,904
-25,766
| -5% | -$520K |
|
1775
Madison Square Garden
MSGS
$5.12B
| $9.44M | ﹤0.01% |
51,939
-3,336
| -6% | -$607K |
|