AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q2 2024
Top Holdings3,854 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 34.5M | $15.4B | 4.2% | $136.31 | +224.26% | 22 qtrssince 2019-Q1 | Increased 58 |
NVIDIA CORP | 102.4M | $12.7B | 3.4% | $112.73 | +9.55% | 22 qtrssince 2019-Q1 | Increased 94 |
APPLE INC | 51.8M | $10.9B | 3.0% | $111.17 | +87.67% | 22 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 41M | $7.9B | 2.1% | $116.44 | +65.97% | 22 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC-CL A | 37.8M | $6.9B | 1.9% | $96.77 | +87.03% | 22 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9.5M | $4.8B | 1.3% | $239.64 | +109.38% | 22 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 23.4M | $4.7B | 1.3% | $91.30 | +113.47% | 22 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 2.8M | $4.5B | 1.2% | $26.32 | +498.65% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 7M | $3.8B | 1.0% | $320.36 | +67.41% | 22 qtrssince 2019-Q1 | Increased 51 |
VISA INC-CLASS A SHARES | 14.6M | $3.8B | 1.0% | $184.54 | +39.84% | 22 qtrssince 2019-Q1 | Increased 51 |
LAM RESEARCH CORP | 3.1M | $3.3B | 0.9% | — | — | — | — |
ALPHABET INC-CL C | 15.7M | $2.9B | 0.8% | $96.34 | +89.19% | 22 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 24.3M | $2.8B | 0.8% | $70.60 | +53.74% | 22 qtrssince 2019-Q1 | Increased 50 |
ELI LILLY & CO | 3M | $2.7B | 0.7% | $152.98 | +482.86% | 22 qtrssince 2019-Q1 | Increased 45 |
CHEVRON CORP | 17.1M | $2.7B | 0.7% | $97.33 | +48.90% | 22 qtrssince 2019-Q1 | Increased 46 |
PROCTER & GAMBLE CO/THE | 16.1M | $2.7B | 0.7% | $111.39 | +39.45% | 22 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 14M | $2.4B | 0.7% | $86.81 | +83.34% | 22 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 5M | $2.4B | 0.6% | $270.81 | +75.50% | 22 qtrssince 2019-Q1 | Increased 48 |
WALMART INC | 33.7M | $2.3B | 0.6% | $53.38 | +25.02% | 22 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 5.1M | $2.2B | 0.6% | $257.38 | +69.69% | 22 qtrssince 2019-Q1 | Increased 46 |
AMERIPRISE FINANCIAL INC manages $369.6B across 3854 positions as of Q2 2024. Top holdings: MSFT (4.2%), NVDA (3.4%), AAPL (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 161 new positions, 148 exits, 1508 increased. Top move: NVDA (INCREASED, conviction 94). Portfolio: $369.6B across 3854 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