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 |
Analog Devices
ADI
|
+$413M |
| 2 |
Coca-Cola
KO
|
+$324M |
| 3 |
HCA Healthcare
HCA
|
+$265M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$232M |
| 5 |
UnitedHealth
UNH
|
+$221M |
Top Sells
| 1 |
Apple
AAPL
|
+$875M |
| 2 |
Intel
INTC
|
+$550M |
| 3 |
Amazon
AMZN
|
+$481M |
| 4 |
Qualcomm
QCOM
|
+$445M |
| 5 |
American Electric Power
AEP
|
+$352M |
Sector Composition
| 1 | Technology | 23.63% |
| 2 | Healthcare | 11.97% |
| 3 | Financials | 10.11% |
| 4 | Consumer Discretionary | 8.89% |
| 5 | Industrials | 7.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2451
iShares Morningstar Small-Cap ETF
ISCB
$251M
| $2.67M | ﹤0.01% |
68,096
+10,520
| +18% | +$412K |
|
2452
Morningstar
MORN
$10.8B
| $2.66M | ﹤0.01% |
16,577
+396
| +2% | +$63.6K |
|
2453
Comscore
SCOR
$34.1M
| $2.66M | ﹤0.01% |
65,163
+1,576
| +2% | +$64.3K |
|
2454
Buckle
BKE
$3.04B
| $2.65M | ﹤0.01% |
130,008
-11,798
| -8% | -$241K |
|
2455
Avis
CAR
$5.47B
| $2.65M | ﹤0.01% |
100,725
-4,666
| -4% | -$123K |
|
2456
SPDR Portfolio TIPS ETF
SPIP
$988M
| $2.65M | ﹤0.01% |
85,741
+58,093
| +210% | +$1.79M |
|
2457
HCI Group
HCI
$2.34B
| $2.65M | ﹤0.01% |
53,704
+13,520
| +34% | +$666K |
|
2458
Lyft
LYFT
$7.73B
| $2.64M | ﹤0.01% |
95,769
-2,348,070
| -96% | -$64.7M |
|
2459
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$891M
| $2.64M | ﹤0.01% |
147,797
-43,706
| -23% | -$779K |
|
2460
Invesco Solar ETF
TAN
$726M
| $2.63M | ﹤0.01% |
40,751
+26,074
| +178% | +$1.68M |
|
2461
Invesco Mortgage Capital
IVR
$502M
| $2.63M | ﹤0.01% |
97,009
-78,199
| -45% | -$2.12M |
|
2462
Puma Biotechnology
PBYI
$225M
| $2.62M | ﹤0.01% |
259,750
+48,055
| +23% | +$485K |
|
2463
3D Systems Corporation
DDD
$286M
| $2.61M | ﹤0.01% |
532,126
-21,793
| -4% | -$107K |
|
2464
Customers Bancorp
CUBI
$2.32B
| $2.61M | ﹤0.01% |
233,154
-21,010
| -8% | -$235K |
|
|
CHY
2465
Calamos Convertible and High Income Fund
CHY
$891M
| $2.61M | ﹤0.01% |
223,168
+31,218
| +16% | +$365K |
|
2466
First Interstate BancSystem
FIBK
$3.43B
| $2.6M | ﹤0.01% |
81,635
+34,617
| +74% | +$1.1M |
|
2467
Invesco NASDAQ Internet ETF
PNQI
$812M
| $2.6M | ﹤0.01% |
63,005
-98,335
| -61% | -$4.06M |
|
2468
GameStop
GME
$11.2B
| $2.59M | ﹤0.01% |
1,015,264
-689,576
| -40% | -$1.76M |
|
2469
Invesco Ultra Short Duration ETF
GSY
$3.03B
| $2.59M | ﹤0.01% |
+51,260
| New | +$2.59M |
|
2470
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.38B
| $2.58M | ﹤0.01% |
87,079
+55,363
| +175% | +$1.64M |
|
2471
Monarch Casino & Resort
MCRI
$1.9B
| $2.58M | ﹤0.01% |
57,910
+1,465
| +3% | +$65.3K |
|
2472
Zillow
Z
$21.3B
| $2.58M | ﹤0.01% |
25,438
+10,725
| +73% | +$1.09M |
|
|
PDM
2473
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $2.57M | ﹤0.01% |
189,833
-10,996
| -5% | -$149K |
|
2474
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$3.04B
| $2.57M | ﹤0.01% |
115,187
+16,535
| +17% | +$369K |
|
2475
WisdomTree Japan Hedged Equity Fund
DXJ
$3.82B
| $2.57M | ﹤0.01% |
52,508
+35,542
| +209% | +$1.74M |
|