AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q2 2022
Top Holdings3,880 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 36.7M | $9.4B | 3.3% | $132.05 | +91.55% | 14 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 52M | $7.1B | 2.5% | $103.01 | +30.00% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.9M | $4.2B | 1.5% | $61.99 | +78.85% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 35.7M | $3.8B | 1.3% | $108.22 | +0.64% | 14 qtrssince 2019-Q1 | Increased 81 |
JOHNSON & JOHNSON | 19.5M | $3.5B | 1.2% | $120.55 | +32.27% | 14 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 5.4M | $2.6B | 0.9% | $25.83 | +76.17% | 14 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 22.5M | $2.5B | 0.9% | $88.51 | +18.32% | 14 qtrssince 2019-Q1 | Increased 46 |
UNITEDHEALTH GROUP INC | 4.9M | $2.5B | 0.9% | $322.31 | +50.53% | 14 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL C | 1.1M | $2.4B | 0.8% | $69.25 | +60.89% | 14 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 7.3M | $2.4B | 0.8% | $147.47 | +112.38% | 14 qtrssince 2019-Q1 | Decreased 0 |
LAM RESEARCH CORP | 5.5M | $2.3B | 0.8% | — | — | — | — |
CHEVRON CORP | 15.2M | $2.2B | 0.8% | $89.94 | +40.30% | 14 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 14.8M | $2.1B | 0.7% | $101.66 | +26.54% | 14 qtrssince 2019-Q1 | Increased 47 |
ISHARES CORE S&P 500 ETF | 5.5M | $2.1B | 0.7% | $286.44 | +26.76% | 14 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 48.8M | $2.1B | 0.7% | $43.21 | -11.20% | 14 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 7.5M | $2.1B | 0.7% | $192.16 | +30.42% | 14 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 13M | $2B | 0.7% | $78.17 | +68.19% | 14 qtrssince 2019-Q1 | Increased 45 |
BRISTOL-MYERS SQUIBB CO | 25.1M | $1.9B | 0.7% | $38.17 | +69.58% | 14 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 62M | $1.9B | 0.7% | $24.28 | +15.81% | 14 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 9.7M | $1.9B | 0.7% | $160.53 | +18.72% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINANCIAL INC manages $286.7B across 3880 positions as of Q2 2022. Top holdings: MSFT (3.3%), AAPL (2.5%), GOOGL (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 151 new positions, 198 exits, 1654 increased. Top move: AMZN (INCREASED, conviction 81). Portfolio: $286.7B across 3880 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
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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