AMERIPRISE FINANCIAL INCAMERIPRISE FINANCIAL INC

Institutional investor · Portfolio as of Q2 2026

Top Holdings4,097 positions

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Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

NVIDIA CORPORATION

91.8M$18.3B3.7%$114.28+90.36%
30 qtrssince 2019-Q1
Decreased
0

APPLE INC

51.3M$14.9B3.0%$136.23+134.67%
30 qtrssince 2019-Q1
Increased
65

ALPHABET INC

32.2M$11.5B2.3%$104.55+231.51%
30 qtrssince 2019-Q1
Decreased
0

MICROSOFT CORP

29M$10.8B2.2%$145.46+253.05%
30 qtrssince 2019-Q1
Decreased
0

BROADCOM INC

26.5M$10B2.0%$169.06+118.14%
30 qtrssince 2019-Q1
Increased
55

LAM RESEARCH CORP

17.3M$7.5B1.5%$67.50+347.25%
30 qtrssince 2019-Q1
Decreased
0

AMAZON COM INC

31.4M$7.5B1.5%$119.13+123.65%
30 qtrssince 2019-Q1
Decreased
0

JPMORGAN CHASE & CO

17.3M$5.7B1.1%$94.28+279.31%
30 qtrssince 2019-Q1
Increased
51

BLOOM ENERGY CORP

18.1M$5.5B1.1%$15.94+1222.37%
30 qtrssince 2019-Q1
Decreased
0
IVVIVV
ETF

ISHARES TR

7.2M$5.4B1.1%$422.13+83.12%
30 qtrssince 2019-Q1
Increased
58

MICRON TECHNOLOGY INC

4.3M$5B1.0%$459.03+103.23%
30 qtrssince 2019-Q1
Increased
64

APPLIED MATLS INC

6.4M$4.6B0.9%$131.66+250.66%
30 qtrssince 2019-Q1
Decreased
0

META PLATFORMS INC

8M$4.5B0.9%$253.68+127.85%
30 qtrssince 2019-Q1
Increased
45

VISA INC

12.3M$4.2B0.9%$218.10+74.96%
30 qtrssince 2019-Q1
Increased
50

ALPHABET INC

10.8M$3.8B0.8%$96.82+254.15%
30 qtrssince 2019-Q1
Decreased
0

ELI LILLY & CO

3M$3.6B0.7%$204.61+474.08%
30 qtrssince 2019-Q1
Increased
45

CISCO SYS INC

30.6M$3.6B0.7%$45.61+141.02%
30 qtrssince 2019-Q1
Decreased
0

JOHNSON & JOHNSON

13.4M$3.4B0.7%$127.91+109.55%
30 qtrssince 2019-Q1
Decreased
0

CHEVRON CORPORATION

19.7M$3.3B0.7%$114.10+76.92%
30 qtrssince 2019-Q1
Increased
52

BANK OF AMER CORP

57M$3.2B0.7%$29.18+113.55%
30 qtrssince 2019-Q1
Increased
45
$494.7B
AUM
4,097
Positions
Q2 2026
Filing
3.5/5
HI score
Quarterly 13F Value Change
-5%Q1'25$370.4B+10%Q2'25$405.6B+7%Q3'25$434.8B+2%Q4'25$442.2B-3%Q1'26$431B+15%Q2'26$494.2B
Activity profile
$ moved · Q2'26
New3%Increased54%Decreased41%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.5 years
<1Q4%1-4Q6%1-2Y6%2Y+84%

AMERIPRISE FINANCIAL INC manages $494.7B across 4097 positions as of Q2 2026. Top holdings: NVDA (3.7%), AAPL (3.0%), GOOGL (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.

Q2 2026 Summary

Active quarter - 235 new positions, 187 exits, 1928 increased. Top move: AAPL (INCREASED, conviction 65). Portfolio: $494.7B across 4097 positions.

Top holdings by portfolio weight

Total AUM$494B
NVDA3.71%
AAPL3.00%
GOOGL2.32%
MSFT2.19%
AVGO2.03%
LRCX1.52%
AMZN1.51%
JPM1.15%
BE1.11%
IVV1.09%
Other1.01%

Portfolio allocation by GICS sector

Sectors11
Technology27.91%
Unknown22.03%
Financial Services9.81%
Industrials8.59%
Healthcare7.79%
Consumer Cyclical6.22%
Communication Services6.00%
Consumer Defensive3.37%
Energy2.92%
Utilities2.17%
Other3.18%

Behavioral investing profile

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Balanced Allocator- primarily Technology, Unknown
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(3.5 / 5.0)
Holdings P&L61
Conviction40
Concentration29
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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