AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q2 2020
Top Holdings3,669 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 38.8M | $7.9B | 3.4% | $113.03 | +67.61% | 6 qtrssince 2019-Q1 | Increased 60 |
APPLE INC | 18.9M | $6.9B | 3.0% | $47.53 | +85.63% | 6 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 2.1M | $5.7B | 2.4% | $89.79 | +49.26% | 6 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.4M | $3.4B | 1.5% | $58.41 | +18.70% | 6 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 13.1M | $3B | 1.3% | $167.96 | +30.45% | 6 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 19.1M | $2.7B | 1.2% | $115.52 | +3.02% | 6 qtrssince 2019-Q1 | Increased 55 |
CISCO SYSTEMS INC | 55.7M | $2.6B | 1.1% | $42.70 | -8.81% | 6 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 25.8M | $2.4B | 1.0% | $83.43 | -4.37% | 6 qtrssince 2019-Q1 | Increased 57 |
LAM RESEARCH CORP | 6.7M | $2.2B | 0.9% | — | — | — | — |
VISA INC-CLASS A SHARES | 10.9M | $2.1B | 0.9% | $148.12 | +24.64% | 6 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 4.5M | $2B | 0.8% | $266.53 | +63.33% | 6 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 49.7M | $1.9B | 0.8% | $30.44 | +0.10% | 6 qtrssince 2019-Q1 | Increased 49 |
MASTERCARD INC - A | 6.5M | $1.9B | 0.8% | $226.44 | +25.25% | 6 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 6M | $1.9B | 0.8% | $24.82 | +11.98% | 6 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 31.5M | $1.9B | 0.8% | $37.50 | +22.99% | 6 qtrssince 2019-Q1 | Increased 47 |
ISHARES IBOXX INVESTMENT GRA | 13.6M | $1.8B | 0.8% | $96.78 | +11.34% | 6 qtrssince 2019-Q1 | Increased 49 |
MERCK & CO. INC. | 22.1M | $1.7B | 0.7% | $63.97 | -4.58% | 6 qtrssince 2019-Q1 | Increased 45 |
HOME DEPOT INC | 6.8M | $1.7B | 0.7% | $170.10 | +26.74% | 6 qtrssince 2019-Q1 | Increased 51 |
MEDTRONIC PLC | 18.3M | $1.7B | 0.7% | $80.94 | -4.30% | 6 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 27M | $1.6B | 0.7% | $47.57 | +9.20% | 6 qtrssince 2019-Q1 | Increased 51 |
AMERIPRISE FINANCIAL INC manages $233.4B across 3669 positions as of Q2 2020. Top holdings: MSFT (3.4%), AAPL (3.0%), AMZN (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 216 new positions, 174 exits, 1548 increased. Top move: MSFT (INCREASED, conviction 60). Portfolio: $233.4B across 3669 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