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 |
Apple
AAPL
|
+$684M |
| 2 |
American Tower
AMT
|
+$367M |
| 3 |
TJX Companies
TJX
|
+$337M |
| 4 |
Thermo Fisher Scientific
TMO
|
+$335M |
| 5 |
Arista Networks
ANET
|
+$310M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$986M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$658M |
| 3 |
Qualcomm
QCOM
|
+$570M |
| 4 |
United Parcel Service
UPS
|
+$522M |
| 5 |
Eaton
ETN
|
+$456M |
Sector Composition
| 1 | Technology | 25.23% |
| 2 | Financials | 10.48% |
| 3 | Healthcare | 9.58% |
| 4 | Industrials | 8.24% |
| 5 | Consumer Discretionary | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
La-Z-Boy
LZB
$1.39B
| $9.47M | ﹤0.01% |
253,903
-96,092
| -27% | -$3.58M |
|
1752
SITE Centers
SITC
$463M
| $9.46M | ﹤0.01% |
883,562
-222,475
| -20% | -$2.38M |
|
1753
Invesco Taxable Municipal Bond ETF
BAB
$922M
| $9.46M | ﹤0.01% |
358,584
+64,506
| +22% | +$1.7M |
|
1754
iShares US Energy ETF
IYE
$1.15B
| $9.46M | ﹤0.01% |
197,059
-26,724
| -12% | -$1.28M |
|
1755
REV Group
REVG
$3.02B
| $9.46M | ﹤0.01% |
379,890
-124,731
| -25% | -$3.1M |
|
1756
AutoNation
AN
$8.37B
| $9.43M | ﹤0.01% |
59,300
+4,606
| +8% | +$733K |
|
1757
Franklin Resources
BEN
$12.8B
| $9.43M | ﹤0.01% |
421,615
+37,926
| +10% | +$848K |
|
|
SYSB
1758
iShares Systematic Bond ETF
SYSB
$90.3M
| $9.42M | ﹤0.01% |
109,717
+6,961
| +7% | +$598K |
|
1759
G-III Apparel Group
GIII
$1.12B
| $9.41M | ﹤0.01% |
347,565
-99,851
| -22% | -$2.7M |
|
1760
Clearwater Analytics
CWAN
$5.73B
| $9.41M | ﹤0.01% |
507,990
-26,097
| -5% | -$483K |
|
1761
Cohen & Steers
CNS
$3.65B
| $9.4M | ﹤0.01% |
129,515
+57,410
| +80% | +$4.17M |
|
1762
World Kinect Corp
WKC
$1.41B
| $9.38M | ﹤0.01% |
363,676
-322,853
| -47% | -$8.33M |
|
1763
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4B
| $9.38M | ﹤0.01% |
488,855
-193,165
| -28% | -$3.7M |
|
1764
Edgewell Personal Care
EPC
$1.01B
| $9.38M | ﹤0.01% |
233,260
-16,648
| -7% | -$669K |
|
1765
Erie Indemnity
ERIE
$17.7B
| $9.37M | ﹤0.01% |
25,843
-1,005
| -4% | -$364K |
|
1766
Virtu Financial
VIRT
$3.1B
| $9.36M | ﹤0.01% |
416,989
-192,818
| -32% | -$4.33M |
|
1767
Hexcel
HXL
$4.93B
| $9.35M | ﹤0.01% |
149,707
-24,205
| -14% | -$1.51M |
|
1768
SouthState Bank Corporation
SSB
$10.2B
| $9.35M | ﹤0.01% |
122,294
-11,757
| -9% | -$898K |
|
1769
VanEck Intermediate Muni ETF
ITM
$1.97B
| $9.34M | ﹤0.01% |
203,686
+26,738
| +15% | +$1.23M |
|
1770
Global X Uranium ETF
URA
$4.29B
| $9.32M | ﹤0.01% |
323,873
+39,631
| +14% | +$1.14M |
|
1771
Ultra Clean Holdings
UCTT
$1.14B
| $9.29M | ﹤0.01% |
189,575
-19,490
| -9% | -$955K |
|
1772
IAC Inc
IAC
$2.89B
| $9.24M | ﹤0.01% |
240,459
+227,218
| +1,716% | +$8.73M |
|
1773
BlackRock Multi-Sector Income Trust
BIT
$605M
| $9.22M | ﹤0.01% |
632,354
+14,823
| +2% | +$216K |
|
1774
Sonos
SONO
$1.83B
| $9.21M | ﹤0.01% |
623,798
-23,547
| -4% | -$348K |
|
1775
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.04B
| $9.19M | ﹤0.01% |
299,851
-11,966
| -4% | -$367K |
|