AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q1 2023
Top Holdings3,933 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 36.5M | $10.5B | 3.4% | $133.42 | +108.45% | 17 qtrssince 2019-Q1 | Increased 59 |
APPLE INC | 50.9M | $8.4B | 2.8% | $103.01 | +57.51% | 17 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 38.1M | $3.9B | 1.3% | $95.10 | +5.29% | 17 qtrssince 2019-Q1 | Increased 53 |
AMAZON.COM INC | 36.7M | $3.8B | 1.2% | $107.64 | -5.24% | 17 qtrssince 2019-Q1 | Increased 50 |
BROADCOM INC | 5.1M | $3.3B | 1.1% | $26.32 | +133.83% | 17 qtrssince 2019-Q1 | Decreased 0 |
LAM RESEARCH CORP | 5.6M | $3B | 1.0% | — | — | — | — |
JPMORGAN CHASE & CO | 22.4M | $2.9B | 1.0% | $88.69 | +35.21% | 17 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 18.6M | $2.8B | 0.9% | $107.87 | +25.78% | 17 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 9.4M | $2.6B | 0.9% | $15.49 | +76.69% | 17 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 49.2M | $2.6B | 0.8% | $43.38 | +8.89% | 17 qtrssince 2019-Q1 | Increased 47 |
CHEVRON CORP | 14.6M | $2.4B | 0.8% | $89.94 | +59.02% | 17 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 14.7M | $2.3B | 0.8% | $85.56 | +64.58% | 17 qtrssince 2019-Q1 | Increased 50 |
ISHARES CORE S&P 500 ETF | 5.7M | $2.3B | 0.8% | $289.73 | +34.70% | 17 qtrssince 2019-Q1 | Increased 46 |
JOHNSON & JOHNSON | 14.9M | $2.3B | 0.8% | $120.55 | +17.01% | 17 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 10.1M | $2.3B | 0.7% | $161.07 | +36.30% | 17 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 20.2M | $2.2B | 0.7% | $60.25 | +64.08% | 17 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 5.7M | $2.1B | 0.7% | $246.84 | +43.03% | 17 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 52.5M | $2B | 0.7% | $30.68 | +2.24% | 17 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 19.2M | $2B | 0.7% | $95.62 | +5.17% | 17 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 9.4M | $1.9B | 0.6% | $153.27 | +21.44% | 17 qtrssince 2019-Q1 | Increased 50 |
AMERIPRISE FINANCIAL INC manages $304.9B across 3933 positions as of Q1 2023. Top holdings: MSFT (3.4%), AAPL (2.8%), GOOGL (1.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 189 new positions, 206 exits, 1867 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $304.9B across 3933 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer