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 | |
|---|---|---|---|---|---|---|
1776
Globus Medical
GMED
$7.93B
| $9.17M | ﹤0.01% |
133,953
-3,583
| -3% | -$245K |
|
1777
Banc of California
BANC
$2.62B
| $9.17M | ﹤0.01% |
717,385
-64,251
| -8% | -$821K |
|
1778
Biohaven
BHVN
$1.47B
| $9.13M | ﹤0.01% |
263,150
+108,896
| +71% | +$3.78M |
|
1779
Ameriprise Financial
AMP
$46.9B
| $9.11M | ﹤0.01% |
21,327
-1,253
| -6% | -$535K |
|
1780
iShares Core MSCI International Developed Markets ETF
IDEV
$21.9B
| $9.1M | ﹤0.01% |
138,633
+28,720
| +26% | +$1.88M |
|
1781
Old National Bancorp
ONB
$8.88B
| $9.08M | ﹤0.01% |
528,186
-23,578
| -4% | -$405K |
|
1782
Invesco DB US Dollar Index Bullish Fund
UUP
$162M
| $9.07M | ﹤0.01% |
311,290
+24,567
| +9% | +$716K |
|
1783
Ingevity
NGVT
$2.12B
| $9.06M | ﹤0.01% |
207,332
-10,707
| -5% | -$468K |
|
1784
iShares MSCI Germany ETF
EWG
$2.39B
| $9.06M | ﹤0.01% |
295,940
+61,541
| +26% | +$1.88M |
|
1785
Independence Realty Trust
IRT
$4.07B
| $9.05M | ﹤0.01% |
483,016
-135,568
| -22% | -$2.54M |
|
1786
Boyd Gaming
BYD
$6.79B
| $9.05M | ﹤0.01% |
164,341
-4,022
| -2% | -$222K |
|
1787
Universal Electronics
UEIC
$62.3M
| $9.04M | ﹤0.01% |
777,960
+157,863
| +25% | +$1.83M |
|
1788
Diageo
DEO
$56.5B
| $9.04M | ﹤0.01% |
71,675
+9,797
| +16% | +$1.24M |
|
1789
Legacy Housing
LEGH
$657M
| $9.02M | ﹤0.01% |
393,354
-34,207
| -8% | -$785K |
|
1790
Customers Bancorp
CUBI
$2.32B
| $9.01M | ﹤0.01% |
187,828
-84,053
| -31% | -$4.03M |
|
1791
Ryder
R
$7.65B
| $9.01M | ﹤0.01% |
72,694
-2,122
| -3% | -$263K |
|
1792
Walker & Dunlop
WD
$2.93B
| $9M | ﹤0.01% |
91,613
-4,848
| -5% | -$476K |
|
|
GMS
1793
DELISTED
GMS Inc
GMS
| $8.98M | ﹤0.01% |
111,438
-31,547
| -22% | -$2.54M |
|
1794
Adtalem Global Education
ATGE
$4.94B
| $8.98M | ﹤0.01% |
131,691
-14,170
| -10% | -$967K |
|
1795
Red Violet
RDVT
$679M
| $8.96M | ﹤0.01% |
352,734
-1,458
| -0.4% | -$37K |
|
|
AIOT
1796
PowerFleet, Inc. Common Stock
AIOT
$701M
| $8.95M | ﹤0.01% |
1,959,452
-240,825
| -11% | -$1.1M |
|
1797
Treehouse Foods
THS
$882M
| $8.93M | ﹤0.01% |
243,745
+13,441
| +6% | +$492K |
|
1798
Powell Industries
POWL
$3.47B
| $8.93M | ﹤0.01% |
62,272
+995
| +2% | +$143K |
|
1799
Oceaneering
OII
$2.43B
| $8.92M | ﹤0.01% |
376,857
-137,127
| -27% | -$3.24M |
|
1800
Apogee Enterprises
APOG
$903M
| $8.91M | ﹤0.01% |
141,871
-22,801
| -14% | -$1.43M |
|