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 Core US Aggregate Bond ETF
AGG
|
+$797M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$741M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$679M |
| 4 |
Boeing
BA
|
+$440M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$359M |
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 | 8.22% |
| 5 | Consumer Discretionary | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Madison Square Garden
MSGS
$5.12B
| $9.19M | ﹤0.01% |
40,716
-2,342
| -5% | -$529K |
|
1827
iShares Morningstar Mid-Cap ETF
IMCB
$1.19B
| $9.17M | ﹤0.01% |
120,456
-14,317
| -11% | -$1.09M |
|
1828
MaxLinear
MXL
$1.37B
| $9.16M | ﹤0.01% |
462,861
+490
| +0.1% | +$9.69K |
|
1829
MDU Resources
MDU
$3.32B
| $9.15M | ﹤0.01% |
507,793
+116,041
| +30% | +$2.09M |
|
1830
Ingevity
NGVT
$2.12B
| $9.14M | ﹤0.01% |
224,199
+2,810
| +1% | +$115K |
|
1831
Apogee Enterprises
APOG
$903M
| $9.13M | ﹤0.01% |
127,854
-15,988
| -11% | -$1.14M |
|
1832
Hexcel
HXL
$4.93B
| $9.13M | ﹤0.01% |
145,581
+18,545
| +15% | +$1.16M |
|
|
CNR
1833
Core Natural Resources, Inc.
CNR
$3.75B
| $9.1M | ﹤0.01% |
85,271
-5,362
| -6% | -$572K |
|
1834
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.17B
| $9.09M | ﹤0.01% |
80,441
+7,683
| +11% | +$869K |
|
1835
First Financial Corporation Common Stock
THFF
$691M
| $9.08M | ﹤0.01% |
196,525
-22,842
| -10% | -$1.06M |
|
1836
Lear
LEA
$5.62B
| $9.07M | ﹤0.01% |
95,816
-219,958
| -70% | -$20.8M |
|
1837
Global X Uranium ETF
URA
$4.29B
| $9.06M | ﹤0.01% |
338,390
+39,809
| +13% | +$1.07M |
|
1838
Prestige Consumer Healthcare
PBH
$3.11B
| $9.06M | ﹤0.01% |
116,007
-129,220
| -53% | -$10.1M |
|
1839
Vivid Seats
SEAT
$110M
| $9.05M | ﹤0.01% |
97,740
+15,194
| +18% | +$1.41M |
|
1840
iShares Mortgage Real Estate ETF
REM
$610M
| $9.04M | ﹤0.01% |
423,349
+131,835
| +45% | +$2.81M |
|
1841
Global X Copper Miners ETF NEW
COPX
$2.24B
| $9.02M | ﹤0.01% |
236,185
+22,763
| +11% | +$869K |
|
1842
Invesco PHLX Semiconductor ETF
SOXQ
$540M
| $8.98M | ﹤0.01% |
228,991
-37,198
| -14% | -$1.46M |
|
1843
DXC Technology
DXC
$2.51B
| $8.97M | ﹤0.01% |
448,881
-40,986
| -8% | -$819K |
|
1844
Sphere Entertainment
SPHR
$2.1B
| $8.94M | ﹤0.01% |
221,719
-92,140
| -29% | -$3.71M |
|
1845
RH
RH
$4.08B
| $8.93M | ﹤0.01% |
22,680
-476
| -2% | -$187K |
|
1846
Myers Industries
MYE
$587M
| $8.89M | ﹤0.01% |
805,608
+513,431
| +176% | +$5.67M |
|
1847
Affirm
AFRM
$27.1B
| $8.89M | ﹤0.01% |
145,932
+3,672
| +3% | +$224K |
|
1848
Franco-Nevada
FNV
$38.6B
| $8.87M | ﹤0.01% |
74,700
-773
| -1% | -$91.8K |
|
1849
EnerSys
ENS
$4B
| $8.87M | ﹤0.01% |
95,973
-2,775
| -3% | -$256K |
|
1850
Westamerica Bancorp
WABC
$1.24B
| $8.86M | ﹤0.01% |
168,819
-45,371
| -21% | -$2.38M |
|