AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q1 2025
Top Holdings4,010 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 34.6M | $13B | 3.5% | $146.52 | +157.14% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 95.6M | $10.4B | 2.8% | $112.74 | -2.74% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 45.3M | $10.1B | 2.7% | $111.17 | +98.59% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 37.3M | $7.1B | 1.9% | $119.13 | +61.77% | 25 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 22.4M | $5.5B | 1.5% | $91.30 | +160.64% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 34.8M | $5.4B | 1.4% | $96.77 | +59.04% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9M | $5.2B | 1.4% | $244.39 | +135.46% | 25 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 26.2M | $4.4B | 1.2% | $155.87 | +6.39% | 25 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 12.3M | $4.3B | 1.2% | $186.17 | +86.11% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 7.6M | $4.2B | 1.1% | $361.26 | +53.00% | 25 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 27M | $3.2B | 0.9% | $74.97 | +51.82% | 25 qtrssince 2019-Q1 | Increased 50 |
PROCTER & GAMBLE CO/THE | 16.3M | $2.8B | 0.8% | $115.74 | +41.19% | 25 qtrssince 2019-Q1 | Increased 48 |
WALMART INC | 30.9M | $2.7B | 0.7% | $53.77 | +57.29% | 25 qtrssince 2019-Q1 | Increased 45 |
CHEVRON CORP | 16M | $2.7B | 0.7% | $97.81 | +62.51% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 5.2M | $2.7B | 0.7% | $347.35 | +45.77% | 25 qtrssince 2019-Q1 | Increased 50 |
ABBVIE INC | 12.4M | $2.6B | 0.7% | $86.81 | +129.97% | 25 qtrssince 2019-Q1 | Decreased 0 |
LAM RESEARCH CORP COM NEW | 34.2M | $2.5B | 0.7% | $67.50 | +6.92% | 25 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 4.5M | $2.5B | 0.7% | $257.38 | +108.84% | 25 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 58.8M | $2.5B | 0.7% | $26.81 | +51.44% | 25 qtrssince 2019-Q1 | Increased 46 |
ELI LILLY & CO | 3M | $2.4B | 0.7% | $166.04 | +392.21% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINANCIAL INC manages $370.5B across 4010 positions as of Q1 2025. Top holdings: MSFT (3.5%), NVDA (2.8%), AAPL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 122 new positions, 191 exits, 1910 increased. Top move: XOM (INCREASED, conviction 50). Portfolio: $370.5B across 4010 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