AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q2 2025
Top Holdings3,955 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 34.5M | $17.2B | 4.2% | $146.52 | +237.28% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 99.1M | $15.7B | 3.9% | $114.28 | +38.02% | 26 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 44.7M | $9.2B | 2.3% | $111.17 | +83.67% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 37M | $8.1B | 2.0% | $119.13 | +87.44% | 26 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 27M | $7.5B | 1.8% | $159.27 | +71.82% | 26 qtrssince 2019-Q1 | Increased 52 |
ALPHABET INC-CL A | 38.5M | $6.8B | 1.7% | $104.55 | +70.49% | 26 qtrssince 2019-Q1 | Increased 56 |
META PLATFORMS INC-CLASS A | 8.8M | $6.5B | 1.6% | $244.39 | +199.75% | 26 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 21.9M | $6.4B | 1.6% | $91.30 | +210.04% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 7.9M | $4.9B | 1.2% | $372.79 | +64.55% | 26 qtrssince 2019-Q1 | Increased 53 |
VISA INC-CLASS A SHARES | 12.6M | $4.5B | 1.1% | $190.27 | +84.80% | 26 qtrssince 2019-Q1 | Increased 52 |
WALMART INC | 32M | $3.1B | 0.8% | $55.25 | +75.30% | 26 qtrssince 2019-Q1 | Increased 47 |
VANGUARD S&P 500 ETF | 5.3M | $3B | 0.7% | $353.09 | +59.17% | 26 qtrssince 2019-Q1 | Increased 46 |
LAM RESEARCH CORP COM NEW | 30.4M | $3B | 0.7% | $67.50 | +43.48% | 26 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 61.4M | $2.9B | 0.7% | $27.64 | +67.55% | 26 qtrssince 2019-Q1 | Increased 47 |
EXXON MOBIL CORP | 26.2M | $2.8B | 0.7% | $74.97 | +42.35% | 26 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 15.9M | $2.5B | 0.6% | $115.74 | +32.82% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 13.8M | $2.5B | 0.6% | $96.82 | +83.84% | 26 qtrssince 2019-Q1 | Increased 45 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 4.4M | $2.5B | 0.6% | $270.81 | +101.90% | 26 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 4.3M | $2.4B | 0.6% | $257.38 | +112.93% | 26 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 33.8M | $2.3B | 0.6% | $43.41 | +55.43% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINANCIAL INC manages $405.7B across 3955 positions as of Q2 2025. Top holdings: MSFT (4.2%), NVDA (3.9%), AAPL (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 165 new positions, 216 exits, 1846 increased. Top move: NVDA (INCREASED, conviction 61). Portfolio: $405.7B across 3955 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