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 Russell 1000 Growth ETF
IWF
|
+$981M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$618M |
| 3 |
NVIDIA
NVDA
|
+$379M |
| 4 |
Bank of New York Mellon
BK
|
+$363M |
| 5 |
CRH
CRH
|
+$294M |
Top Sells
| 1 |
Broadcom
AVGO
|
+$1.17B |
| 2 |
Cigna
CI
|
+$446M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$439M |
| 4 |
Medtronic
MDT
|
+$410M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$391M |
Sector Composition
| 1 | Technology | 23.33% |
| 2 | Financials | 10.89% |
| 3 | Healthcare | 10.04% |
| 4 | Industrials | 8.77% |
| 5 | Consumer Discretionary | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Global X S&P 500 Catholic Values ETF
CATH
$1.06B
| $5.77M | ﹤0.01% |
99,478
+1,444
| +1% | +$83.7K |
|
2177
Akero Therapeutics
AKRO
$3.48B
| $5.76M | ﹤0.01% |
246,893
+226,255
| +1,096% | +$5.28M |
|
2178
Invesco Dorsey Wright Technology Momentum ETF
PTF
$379M
| $5.75M | ﹤0.01% |
113,863
+1,518
| +1% | +$76.7K |
|
2179
Euronet Worldwide
EEFT
$3.6B
| $5.75M | ﹤0.01% |
56,642
-1,969
| -3% | -$200K |
|
2180
Greenlight Captial
GLRE
$426M
| $5.74M | ﹤0.01% |
502,201
+108,033
| +27% | +$1.23M |
|
2181
Mesa Laboratories
MLAB
$339M
| $5.72M | ﹤0.01% |
54,600
+5,054
| +10% | +$530K |
|
|
UHT
2182
Universal Health Realty Income Trust
UHT
$575M
| $5.72M | ﹤0.01% |
132,209
+87,790
| +198% | +$3.8M |
|
2183
Orion
OEC
$521M
| $5.71M | ﹤0.01% |
205,758
-727
| -0.4% | -$20.2K |
|
2184
Manulife Financial
MFC
$54.2B
| $5.69M | ﹤0.01% |
229,248
-18,930
| -8% | -$470K |
|
2185
ODP
ODP
$624M
| $5.69M | ﹤0.01% |
101,080
-11,406
| -10% | -$642K |
|
2186
Palomar
PLMR
$3.13B
| $5.68M | ﹤0.01% |
102,329
+4,055
| +4% | +$225K |
|
2187
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$367M
| $5.66M | ﹤0.01% |
47,817
-2,546
| -5% | -$302K |
|
2188
Trustmark
TRMK
$2.43B
| $5.66M | ﹤0.01% |
202,981
-27,877
| -12% | -$777K |
|
|
BBT
2189
Beacon Financial Corporation
BBT
$2.17B
| $5.65M | ﹤0.01% |
227,604
-1,774
| -0.8% | -$44K |
|
2190
National Storage Affiliates Trust
NSA
$2.45B
| $5.64M | ﹤0.01% |
136,115
-124,803
| -48% | -$5.18M |
|
2191
Hanesbrands
HBI
$2.2B
| $5.63M | ﹤0.01% |
1,262,743
-422,421
| -25% | -$1.88M |
|
2192
Deluxe
DLX
$881M
| $5.62M | ﹤0.01% |
262,084
-8,535
| -3% | -$183K |
|
|
BPMC
2193
DELISTED
Blueprint Medicines
BPMC
| $5.62M | ﹤0.01% |
60,916
+8,726
| +17% | +$805K |
|
2194
Rithm Capital
RITM
$6.57B
| $5.6M | ﹤0.01% |
524,333
+10,247
| +2% | +$110K |
|
2195
Snap
SNAP
$12.4B
| $5.59M | ﹤0.01% |
330,182
+96,871
| +42% | +$1.64M |
|
2196
TruBridge
TBRG
$302M
| $5.58M | ﹤0.01% |
498,225
+169,910
| +52% | +$1.9M |
|
2197
Charles River Laboratories
CRL
$7.52B
| $5.58M | ﹤0.01% |
23,585
-1,417
| -6% | -$335K |
|
2198
JetBlue
JBLU
$1.84B
| $5.57M | ﹤0.01% |
1,003,226
-117,499
| -10% | -$652K |
|
2199
iShares New York Muni Bond ETF
NYF
$921M
| $5.57M | ﹤0.01% |
102,914
+62,568
| +155% | +$3.38M |
|
2200
Ryerson Holding
RYI
$723M
| $5.57M | ﹤0.01% |
160,490
+23,548
| +17% | +$817K |
|