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 Short Treasury Bond ETF
SHV
|
+$693M |
| 2 |
Nike
NKE
|
+$512M |
| 3 |
Booking.com
BKNG
|
+$331M |
| 4 |
3M
MMM
|
+$305M |
| 5 |
Alibaba
BABA
|
+$271M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
+$503M |
| 2 |
TJX Companies
TJX
|
+$419M |
| 3 |
iShares US Healthcare ETF
IYH
|
+$402M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$398M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$398M |
Sector Composition
| 1 | Technology | 14.2% |
| 2 | Financials | 13.78% |
| 3 | Healthcare | 13.65% |
| 4 | Industrials | 9.79% |
| 5 | Consumer Discretionary | 9.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EGL
1976
DELISTED
Engility Holdings, Inc.
EGL
| $4.54M | ﹤0.01% |
106,077
+1,095
| +1% | +$46.9K |
|
1977
Enviri
NVRI
$1.01B
| $4.53M | ﹤0.01% |
239,927
-4,330
| -2% | -$81.8K |
|
1978
Axos Financial
AX
$5.14B
| $4.53M | ﹤0.01% |
232,936
+13,236
| +6% | +$257K |
|
1979
Green Plains
GPRE
$674M
| $4.52M | ﹤0.01% |
182,567
+9,887
| +6% | +$245K |
|
1980
Cadence Bank
CADE
$7.1B
| $4.52M | ﹤0.01% |
200,847
-3,553
| -2% | -$80K |
|
1981
Invesco DB US Dollar Index Bullish Fund
UUP
$160M
| $4.52M | ﹤0.01% |
188,654
+52,345
| +38% | +$1.25M |
|
1982
iShares Russell Mid-Cap Value ETF
IWS
$14.2B
| $4.52M | ﹤0.01% |
61,338
+7,929
| +15% | +$584K |
|
|
COL
1983
DELISTED
Rockwell Collins
COL
| $4.52M | ﹤0.01% |
53,435
+1,317
| +3% | +$111K |
|
1984
Veritex Holdings
VBTX
$1.91B
| $4.51M | ﹤0.01% |
+318,397
| New | +$4.51M |
|
1985
Resources Connection
RGP
$183M
| $4.5M | ﹤0.01% |
273,356
+520
| +0.2% | +$8.56K |
|
|
TERP
1986
DELISTED
TerraForm Power, Inc
TERP
| $4.49M | ﹤0.01% |
145,430
+3,620
| +3% | +$112K |
|
|
AMED
1987
DELISTED
Amedisys
AMED
| $4.47M | ﹤0.01% |
152,423
+6,411
| +4% | +$188K |
|
1988
Universal Technical Institute
UTI
$1.56B
| $4.47M | ﹤0.01% |
454,615
-740
| -0.2% | -$7.28K |
|
|
MGI
1989
DELISTED
MoneyGram International, Inc. New
MGI
| $4.46M | ﹤0.01% |
491,166
-111,970
| -19% | -$1.02M |
|
1990
EXL Service
EXLS
$6.88B
| $4.46M | ﹤0.01% |
775,945
-18,280
| -2% | -$105K |
|
1991
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.2B
| $4.44M | ﹤0.01% |
84,497
+14,595
| +21% | +$768K |
|
1992
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $4.42M | ﹤0.01% |
90,970
+9,086
| +11% | +$441K |
|
|
BGG
1993
DELISTED
Briggs & Stratton Corp.
BGG
| $4.4M | ﹤0.01% |
215,672
-493,711
| -70% | -$10.1M |
|
1994
Tredegar Corp
TG
$284M
| $4.4M | ﹤0.01% |
195,553
+8,220
| +4% | +$185K |
|
|
RWG
1995
DELISTED
COLUMBIA SELECT LARGE CAP GROWTH ETF
RWG
| $4.39M | ﹤0.01% |
100,010
-25,000
| -20% | -$1.1M |
|
|
CSFL
1996
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $4.39M | ﹤0.01% |
368,688
+7,900
| +2% | +$94.1K |
|
1997
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.25B
| $4.38M | ﹤0.01% |
109,668
+7,636
| +7% | +$305K |
|
1998
Pan American Silver
PAAS
$14.9B
| $4.37M | ﹤0.01% |
474,725
-662
| -0.1% | -$6.09K |
|
1999
ATI
ATI
$11.1B
| $4.36M | ﹤0.01% |
125,461
+26,051
| +26% | +$906K |
|
2000
Scholastic
SCHL
$691M
| $4.36M | ﹤0.01% |
119,603
+2,929
| +3% | +$107K |
|