AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q3 2019
Top Holdings3,702 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 39.8M | $5.5B | 2.5% | $110.82 | +17.61% | 3 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 18.9M | $4.2B | 1.9% | $45.23 | +18.80% | 3 qtrssince 2019-Q1 | Increased 50 |
AMAZON.COM INC | 2M | $3.6B | 1.6% | $89.35 | -3.44% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.6M | $3.2B | 1.4% | $58.41 | +4.17% | 3 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 23.1M | $2.7B | 1.2% | $83.61 | +17.84% | 3 qtrssince 2019-Q1 | Increased 51 |
META PLATFORMS INC-CLASS A | 13.9M | $2.5B | 1.1% | $165.53 | +6.25% | 3 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 47.2M | $2.3B | 1.0% | $43.91 | -8.40% | 3 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 12.2M | $2.1B | 0.9% | $148.12 | +10.46% | 3 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 15.4M | $2B | 0.9% | $115.59 | -6.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
LAM RESEARCH CORP | 8.6M | $2B | 0.9% | — | — | — | — |
MASTERCARD INC - A | 7.2M | $2B | 0.9% | $226.44 | +14.60% | 3 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 16.4M | $1.9B | 0.9% | $90.67 | -1.84% | 3 qtrssince 2019-Q1 | Increased 48 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 6.3M | $1.9B | 0.8% | $255.16 | +5.57% | 3 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 41.2M | $1.9B | 0.8% | $30.69 | +12.35% | 3 qtrssince 2019-Q1 | Increased 50 |
BROADCOM INC | 6.7M | $1.8B | 0.8% | $24.97 | -6.19% | 3 qtrssince 2019-Q1 | Increased 47 |
CITIGROUP INC | 26.1M | $1.8B | 0.8% | $48.50 | +12.01% | 3 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 15.7M | $1.7B | 0.8% | $79.23 | +14.22% | 3 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL C | 1.4M | $1.7B | 0.7% | $58.23 | +4.41% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 5.5M | $1.6B | 0.7% | $255.92 | +5.32% | 3 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 31.3M | $1.6B | 0.7% | $36.34 | +6.88% | 3 qtrssince 2019-Q1 | Increased 52 |
AMERIPRISE FINANCIAL INC manages $223.2B across 3702 positions as of Q3 2019. Top holdings: MSFT (2.5%), AAPL (1.9%), AMZN (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 168 new positions, 168 exits, 1604 increased. Top move: MDT (INCREASED, conviction 56). Portfolio: $223.2B across 3702 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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