AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q3 2020
Top Holdings3,725 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 37.7M | $7.9B | 3.2% | $113.03 | +75.48% | 7 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 68M | $7.9B | 3.2% | $94.26 | +19.07% | 7 qtrssince 2019-Q1 | Increased 94 |
AMAZON.COM INC | 1.9M | $6B | 2.5% | $89.79 | +75.13% | 7 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.2M | $3.3B | 1.3% | $58.41 | +24.56% | 7 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 12M | $3.1B | 1.3% | $167.96 | +54.78% | 7 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 19.3M | $2.9B | 1.2% | $115.65 | +9.56% | 7 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 24.6M | $2.4B | 1.0% | $83.43 | -1.00% | 7 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 50.5M | $2.3B | 0.9% | $31.33 | +18.20% | 7 qtrssince 2019-Q1 | Increased 46 |
BROADCOM INC | 6.4M | $2.3B | 0.9% | $25.35 | +28.17% | 7 qtrssince 2019-Q1 | Increased 48 |
CISCO SYSTEMS INC | 53.4M | $2.1B | 0.9% | $42.70 | -22.21% | 7 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 6.2M | $2.1B | 0.9% | $226.44 | +43.95% | 7 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3.8M | $2.1B | 0.8% | $4.45 | +196.50% | 7 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 10.1M | $2B | 0.8% | $148.12 | +29.22% | 7 qtrssince 2019-Q1 | Decreased 0 |
LAM RESEARCH CORP | 6.1M | $2B | 0.8% | — | — | — | — |
ADOBE INC | 4M | $2B | 0.8% | $266.53 | +84.01% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 10M | $2B | 0.8% | $143.73 | +22.12% | 7 qtrssince 2019-Q1 | Increased 49 |
HOME DEPOT INC | 7.1M | $2B | 0.8% | $173.02 | +38.48% | 7 qtrssince 2019-Q1 | Increased 47 |
ISHARES IBOXX INVESTMENT GRA | 14.1M | $1.9B | 0.8% | $97.20 | +11.76% | 7 qtrssince 2019-Q1 | Increased 47 |
MEDTRONIC PLC | 17.2M | $1.8B | 0.7% | $80.94 | +9.50% | 7 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 29.4M | $1.8B | 0.7% | $38.21 | +26.60% | 7 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINANCIAL INC manages $245.8B across 3725 positions as of Q3 2020. Top holdings: MSFT (3.2%), AAPL (3.2%), AMZN (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 210 new positions, 157 exits, 1606 increased. Top move: AAPL (INCREASED, conviction 94). Portfolio: $245.8B across 3725 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