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 |
Prologis
PLD
|
+$514M |
| 2 |
Cigna
CI
|
+$491M |
| 3 |
Intuitive Surgical
ISRG
|
+$427M |
| 4 |
Procter & Gamble
PG
|
+$419M |
| 5 |
Parker-Hannifin
PH
|
+$276M |
Top Sells
| 1 |
CVS Health
CVS
|
+$345M |
| 2 |
Eli Lilly
LLY
|
+$341M |
| 3 |
Adeia
ADEA
|
+$332M |
| 4 |
Target
TGT
|
+$329M |
| 5 |
Salesforce
CRM
|
+$313M |
Sector Composition
| 1 | Technology | 19.58% |
| 2 | Healthcare | 12.51% |
| 3 | Financials | 11.68% |
| 4 | Industrials | 8.8% |
| 5 | Consumer Discretionary | 6.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1926
Fidelity National Financial
FNF
$16.3B
| $7.57M | ﹤0.01% |
201,125
+39,686
| +25% | +$1.49M |
|
1927
First Trust Water ETF
FIW
$1.91B
| $7.55M | ﹤0.01% |
95,248
-1,583
| -2% | -$126K |
|
1928
SPDR Portfolio Corporate Bond ETF
SPBO
$1.72B
| $7.55M | ﹤0.01% |
+266,029
| New | +$7.55M |
|
1929
Amylyx Pharmaceuticals
AMLX
$1.26B
| $7.54M | ﹤0.01% |
204,076
+136,201
| +201% | +$5.03M |
|
1930
Xtrackers S&P 500 ESG ETF
SNPE
$2.11B
| $7.53M | ﹤0.01% |
217,827
+10,188
| +5% | +$352K |
|
1931
Global X Uranium ETF
URA
$4.56B
| $7.53M | ﹤0.01% |
373,820
-51,741
| -12% | -$1.04M |
|
1932
Ironwood Pharmaceuticals
IRWD
$208M
| $7.52M | ﹤0.01% |
607,140
+31,574
| +5% | +$391K |
|
1933
Domo
DOMO
$714M
| $7.51M | ﹤0.01% |
527,510
+2,382
| +0.5% | +$33.9K |
|
1934
Stellantis
STLA
$28.1B
| $7.49M | ﹤0.01% |
527,449
+202,086
| +62% | +$2.87M |
|
1935
DiamondRock Hospitality
DRH
$1.68B
| $7.49M | ﹤0.01% |
914,531
+23,091
| +3% | +$189K |
|
1936
Henry Schein
HSIC
$8.34B
| $7.49M | ﹤0.01% |
93,736
+8,146
| +10% | +$651K |
|
1937
Simulations Plus
SLP
$295M
| $7.49M | ﹤0.01% |
204,697
-5,157
| -2% | -$189K |
|
1938
Idacorp
IDA
$6.79B
| $7.47M | ﹤0.01% |
69,295
-2,544
| -4% | -$274K |
|
1939
Urban Edge Properties
UE
$2.6B
| $7.47M | ﹤0.01% |
530,136
-39,952
| -7% | -$563K |
|
1940
IDEAYA Biosciences
IDYA
$2.15B
| $7.46M | ﹤0.01% |
410,570
+348,005
| +556% | +$6.32M |
|
1941
La-Z-Boy
LZB
$1.4B
| $7.46M | ﹤0.01% |
326,794
-7,092
| -2% | -$162K |
|
|
VRTV
1942
DELISTED
VERITIV CORPORATION
VRTV
| $7.46M | ﹤0.01% |
60,586
+2,858
| +5% | +$352K |
|
|
VIVO
1943
DELISTED
Meridian Bioscience Inc
VIVO
| $7.44M | ﹤0.01% |
224,041
-9,211
| -4% | -$306K |
|
1944
MP Materials
MP
$11.7B
| $7.43M | ﹤0.01% |
305,524
+8,316
| +3% | +$202K |
|
1945
LPL Financial
LPLA
$26.9B
| $7.41M | ﹤0.01% |
34,282
-3,520
| -9% | -$761K |
|
1946
Green Plains
GPRE
$648M
| $7.4M | ﹤0.01% |
242,613
-935
| -0.4% | -$28.5K |
|
1947
Adtalem Global Education
ATGE
$4.87B
| $7.39M | ﹤0.01% |
208,240
-9,079
| -4% | -$322K |
|
1948
WisdomTree India Earnings Fund ETF
EPI
$2.9B
| $7.39M | ﹤0.01% |
226,747
+24,869
| +12% | +$811K |
|
1949
Frontier Communications
FYBR
$9.37B
| $7.38M | ﹤0.01% |
289,731
+14,015
| +5% | +$357K |
|
1950
Griffon
GFF
$3.68B
| $7.38M | ﹤0.01% |
206,085
-9,501
| -4% | -$340K |
|