AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q1 2022
Top Holdings3,930 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 36.7M | $11.3B | 3.3% | $132.05 | +130.46% | 13 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 54.6M | $9.5B | 2.8% | $103.01 | +65.78% | 13 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.8M | $5.9B | 1.7% | $95.13 | +74.81% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2M | $5.6B | 1.6% | $61.99 | +127.26% | 13 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 21M | $3.7B | 1.1% | $120.55 | +33.35% | 13 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 5.6M | $3.5B | 1.0% | $25.83 | +126.47% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.1M | $3.2B | 0.9% | $69.25 | +104.44% | 13 qtrssince 2019-Q1 | Increased 46 |
JPMORGAN CHASE & CO | 22.2M | $3B | 0.9% | $88.26 | +43.57% | 13 qtrssince 2019-Q1 | Decreased 0 |
LAM RESEARCH CORP | 5.5M | $2.9B | 0.9% | — | — | — | — |
CISCO SYSTEMS INC | 51.7M | $2.9B | 0.8% | $43.21 | +15.28% | 13 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 10.1M | $2.8B | 0.8% | $15.89 | +73.94% | 13 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 9.9M | $2.7B | 0.8% | $149.17 | +69.86% | 13 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 64M | $2.6B | 0.8% | $24.28 | +52.46% | 13 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 5.6M | $2.6B | 0.8% | $286.44 | +52.29% | 13 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 15.3M | $2.5B | 0.7% | $89.94 | +56.67% | 13 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 8.5M | $2.4B | 0.7% | $147.47 | +86.95% | 13 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 4.5M | $2.3B | 0.7% | $306.71 | +59.19% | 13 qtrssince 2019-Q1 | Increased 54 |
UNITED PARCEL SERVICE-CL B | 10.5M | $2.3B | 0.7% | $125.53 | +46.82% | 13 qtrssince 2019-Q1 | Increased 47 |
HOME DEPOT INC | 7.5M | $2.2B | 0.7% | $192.16 | +45.97% | 13 qtrssince 2019-Q1 | Increased 50 |
VISA INC-CLASS A SHARES | 9.9M | $2.2B | 0.6% | $160.53 | +33.47% | 13 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINANCIAL INC manages $338.9B across 3930 positions as of Q1 2022. Top holdings: MSFT (3.3%), AAPL (2.8%), AMZN (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 179 new positions, 198 exits, 2023 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $338.9B across 3930 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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