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 | |
|---|---|---|---|---|---|---|
1926
CEVA Inc
CEVA
$585M
| $3.69M | ﹤0.01% |
+190,439
| New | +$3.69M |
|
1927
iShares Russell Mid-Cap ETF
IWR
$44.8B
| $3.69M | ﹤0.01% |
+113,548
| New | +$3.69M |
|
1928
Lindsay Corp
LNN
$1.52B
| $3.67M | ﹤0.01% |
+48,961
| New | +$3.67M |
|
|
MODN
1929
DELISTED
MODEL N, INC.
MODN
| $3.67M | ﹤0.01% |
+157,025
| New | +$3.67M |
|
1930
HNI Corp
HNI
$2.09B
| $3.66M | ﹤0.01% |
+101,478
| New | +$3.66M |
|
1931
Acacia Research
ACTG
$325M
| $3.66M | ﹤0.01% |
+163,520
| New | +$3.66M |
|
|
GPX
1932
DELISTED
GP Strategies Corp.
GPX
| $3.65M | ﹤0.01% |
+153,227
| New | +$3.65M |
|
1933
CenterPoint Energy
CNP
$25.1B
| $3.65M | ﹤0.01% |
+155,293
| New | +$3.65M |
|
1934
Kelly Services Class A
KELYA
$481M
| $3.62M | ﹤0.01% |
+207,299
| New | +$3.62M |
|
|
ET
1935
DELISTED
EXACTTARGET INC COM STK (DE)
ET
| $3.61M | ﹤0.01% |
+107,168
| New | +$3.61M |
|
|
VRTU
1936
DELISTED
Virtusa Corporation
VRTU
| $3.61M | ﹤0.01% |
+163,049
| New | +$3.61M |
|
|
GK
1937
DELISTED
G&K Services Inc
GK
| $3.61M | ﹤0.01% |
+75,893
| New | +$3.61M |
|
|
KMI.WS
1938
DELISTED
Kinder Morgan Inc
KMI.WS
| $3.61M | ﹤0.01% |
+705,674
| New | +$3.61M |
|
|
TYPE
1939
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $3.61M | ﹤0.01% |
+142,005
| New | +$3.61M |
|
1940
Fair Isaac
FICO
$37.4B
| $3.6M | ﹤0.01% |
+78,538
| New | +$3.6M |
|
1941
Tompkins Financial
TMP
$994M
| $3.6M | ﹤0.01% |
+79,621
| New | +$3.6M |
|
1942
Encore Capital Group
ECPG
$1.03B
| $3.6M | ﹤0.01% |
+108,610
| New | +$3.6M |
|
1943
Monarch Casino & Resort
MCRI
$1.87B
| $3.59M | ﹤0.01% |
+212,605
| New | +$3.59M |
|
1944
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$299M
| $3.58M | ﹤0.01% |
+176,935
| New | +$3.58M |
|
1945
Labcorp
LH
$22.8B
| $3.58M | ﹤0.01% |
+41,600
| New | +$3.58M |
|
1946
iShares S&P 500 Growth ETF
IVW
$65.8B
| $3.57M | ﹤0.01% |
+170,384
| New | +$3.57M |
|
1947
Insight Enterprises
NSIT
$3.81B
| $3.56M | ﹤0.01% |
+200,767
| New | +$3.56M |
|
1948
Alcoa
AA
$8.72B
| $3.56M | ﹤0.01% |
+189,533
| New | +$3.56M |
|
1949
Vanguard Small-Cap Growth ETF
VBK
$20.6B
| $3.55M | ﹤0.01% |
+34,435
| New | +$3.55M |
|
1950
Civitas Resources
CIVI
$3.01B
| $3.53M | ﹤0.01% |
+891
| New | +$3.53M |
|