AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q1 2021
Top Holdings3,828 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 38.3M | $9B | 3.0% | $114.93 | +94.01% | 9 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 53.4M | $6.5B | 2.2% | $94.26 | +25.99% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.9M | $6B | 2.0% | $92.09 | +65.88% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.2M | $4.4B | 1.5% | $58.46 | +73.72% | 9 qtrssince 2019-Q1 | Increased 50 |
META PLATFORMS INC-CLASS A | 11.6M | $3.4B | 1.1% | $167.96 | +70.28% | 9 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 21.5M | $3.3B | 1.1% | $83.43 | +63.05% | 9 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 18.3M | $3B | 1.0% | $116.27 | +23.90% | 9 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 6.3M | $2.9B | 1.0% | $25.25 | +65.87% | 9 qtrssince 2019-Q1 | Decreased 0 |
LAM RESEARCH CORP | 4.9M | $2.9B | 1.0% | — | — | — | — |
CISCO SYSTEMS INC | 54.3M | $2.8B | 0.9% | $42.71 | +4.86% | 9 qtrssince 2019-Q1 | Increased 45 |
COMCAST CORP-CLASS A | 51.7M | $2.8B | 0.9% | $30.94 | +38.04% | 9 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 62.9M | $2.4B | 0.8% | $23.83 | +43.08% | 9 qtrssince 2019-Q1 | Increased 52 |
UNION PACIFIC CORP | 11M | $2.4B | 0.8% | $147.91 | +34.29% | 9 qtrssince 2019-Q1 | Increased 47 |
MASTERCARD INC - A | 6.7M | $2.4B | 0.8% | $235.11 | +48.07% | 9 qtrssince 2019-Q1 | Increased 48 |
HOME DEPOT INC | 7.3M | $2.2B | 0.7% | $175.56 | +54.69% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.1M | $2.2B | 0.7% | $58.50 | +74.37% | 9 qtrssince 2019-Q1 | Increased 45 |
ADOBE INC | 4.5M | $2.1B | 0.7% | $287.29 | +65.47% | 9 qtrssince 2019-Q1 | Increased 49 |
ISHARES CORE S&P 500 ETF | 5.2M | $2.1B | 0.7% | $274.26 | +34.99% | 9 qtrssince 2019-Q1 | Increased 46 |
NVIDIA CORP | 3.9M | $2.1B | 0.7% | $4.66 | +175.53% | 9 qtrssince 2019-Q1 | Increased 46 |
VISA INC-CLASS A SHARES | 9.6M | $2B | 0.7% | $148.12 | +37.24% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINANCIAL INC manages $300.9B across 3828 positions as of Q1 2021. Top holdings: MSFT (3.0%), AAPL (2.2%), AMZN (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 230 new positions, 154 exits, 1874 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $300.9B across 3828 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer