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 |
Walmart
WMT
|
+$518M |
| 2 |
Tesla
TSLA
|
+$448M |
| 3 |
UnitedHealth
UNH
|
+$395M |
| 4 |
Microsoft
MSFT
|
+$383M |
| 5 |
Lam Research
LRCX
|
+$383M |
Top Sells
| 1 |
TE Connectivity
TEL
|
+$652M |
| 2 |
T Rowe Price
TROW
|
+$483M |
| 3 |
Morgan Stanley
MS
|
+$475M |
| 4 |
Philip Morris
PM
|
+$435M |
| 5 |
Meta Platforms (Facebook)
META
|
+$412M |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 11.47% |
| 3 | Financials | 11.29% |
| 4 | Industrials | 8.67% |
| 5 | Consumer Discretionary | 7.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HAYN
2276
DELISTED
Haynes International, Inc.
HAYN
| $5.65M | ﹤0.01% |
132,713
-963
| -0.7% | -$41K |
|
2277
Carlyle Group
CG
$24.1B
| $5.65M | ﹤0.01% |
115,821
-30,764
| -21% | -$1.5M |
|
2278
Tradeweb Markets
TW
$25.2B
| $5.64M | ﹤0.01% |
64,355
-4,790
| -7% | -$420K |
|
2279
Federated Hermes
FHI
$4.16B
| $5.64M | ﹤0.01% |
165,417
-194,282
| -54% | -$6.62M |
|
2280
Ternium
TX
$6.8B
| $5.63M | ﹤0.01% |
123,325
-66,350
| -35% | -$3.03M |
|
2281
STAAR Surgical
STAA
$1.37B
| $5.63M | ﹤0.01% |
70,457
+2,617
| +4% | +$209K |
|
2282
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.35B
| $5.63M | ﹤0.01% |
228,587
+17,964
| +9% | +$442K |
|
2283
Sylvamo
SLVM
$1.75B
| $5.62M | ﹤0.01% |
168,869
-3,047
| -2% | -$101K |
|
2284
BioNTech
BNTX
$23.3B
| $5.6M | ﹤0.01% |
32,838
+10,649
| +48% | +$1.82M |
|
2285
Asana
ASAN
$3.12B
| $5.59M | ﹤0.01% |
155,221
+151,320
| +3,879% | +$5.45M |
|
2286
VanEck Oil Services ETF
OIH
$850M
| $5.59M | ﹤0.01% |
19,846
-1,537
| -7% | -$433K |
|
2287
Zumiez
ZUMZ
$347M
| $5.58M | ﹤0.01% |
146,018
-7,601
| -5% | -$290K |
|
2288
Evolent Health
EVH
$1.05B
| $5.57M | ﹤0.01% |
172,605
+22,983
| +15% | +$742K |
|
2289
Helix Energy Solutions
HLX
$914M
| $5.56M | ﹤0.01% |
1,163,138
+305,801
| +36% | +$1.46M |
|
2290
Brink's
BCO
$4.83B
| $5.55M | ﹤0.01% |
81,665
-1,839
| -2% | -$125K |
|
2291
Castle Biosciences
CSTL
$621M
| $5.55M | ﹤0.01% |
123,568
+14,247
| +13% | +$639K |
|
|
FFC
2292
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$796M
| $5.53M | ﹤0.01% |
280,750
+10,742
| +4% | +$211K |
|
2293
Allegro MicroSystems
ALGM
$5.51B
| $5.52M | ﹤0.01% |
194,527
+42,323
| +28% | +$1.2M |
|
2294
AMC Networks
AMCX
$357M
| $5.51M | ﹤0.01% |
135,631
+3,101
| +2% | +$126K |
|
2295
First Citizens BancShares
FCNCA
$25.5B
| $5.5M | ﹤0.01% |
8,348
+6,078
| +268% | +$4.01M |
|
2296
Archrock
AROC
$4.29B
| $5.49M | ﹤0.01% |
595,115
-7,112
| -1% | -$65.6K |
|
2297
Century Aluminum
CENX
$2.44B
| $5.49M | ﹤0.01% |
208,688
-2,423
| -1% | -$63.8K |
|
2298
Outset Medical
OM
$243M
| $5.49M | ﹤0.01% |
8,061
-50
| -0.6% | -$34K |
|
2299
Artivion
AORT
$1.92B
| $5.48M | ﹤0.01% |
256,368
+62,200
| +32% | +$1.33M |
|
2300
Fox Class B
FOX
$23.5B
| $5.47M | ﹤0.01% |
154,455
-231,814
| -60% | -$8.22M |
|