AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q3 2022
Top Holdings3,953 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 36M | $8.4B | 3.1% | $132.05 | +75.17% | 15 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 51.5M | $7.1B | 2.6% | $103.01 | +31.59% | 15 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 35.7M | $4B | 1.5% | $108.22 | +6.08% | 15 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 36.5M | $3.5B | 1.3% | $94.84 | +1.95% | 15 qtrssince 2019-Q1 | Increased 81 |
JOHNSON & JOHNSON | 19.2M | $3.1B | 1.2% | $120.55 | +23.78% | 15 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 23M | $2.4B | 0.9% | $88.69 | +9.69% | 15 qtrssince 2019-Q1 | Increased 46 |
UNITEDHEALTH GROUP INC | 4.6M | $2.4B | 0.9% | $322.31 | +48.99% | 15 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 5.1M | $2.2B | 0.8% | $25.83 | +62.36% | 15 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 15.1M | $2.2B | 0.8% | $89.94 | +39.44% | 15 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 16.5M | $2.1B | 0.8% | $102.94 | +10.44% | 15 qtrssince 2019-Q1 | Increased 50 |
ELI LILLY & CO | 6.3M | $2B | 0.8% | $147.47 | +112.49% | 15 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 7.3M | $2B | 0.7% | $192.16 | +33.40% | 15 qtrssince 2019-Q1 | Decreased 0 |
LAM RESEARCH CORP | 5.4M | $2B | 0.7% | — | — | — | — |
ISHARES CORE S&P 500 ETF | 5.5M | $2B | 0.7% | $286.67 | +21.32% | 15 qtrssince 2019-Q1 | Increased 45 |
EXXON MOBIL CORP | 22.7M | $2B | 0.7% | $60.25 | +30.82% | 15 qtrssince 2019-Q1 | Increased 49 |
BANK OF AMERICA CORP | 62.5M | $1.9B | 0.7% | $24.30 | +12.97% | 15 qtrssince 2019-Q1 | Increased 45 |
ALPHABET INC-CL C | 19.2M | $1.8B | 0.7% | $95.77 | +1.66% | 15 qtrssince 2019-Q1 | Increased 73 |
VISA INC-CLASS A SHARES | 10.2M | $1.8B | 0.7% | $161.07 | +6.95% | 15 qtrssince 2019-Q1 | Increased 47 |
UNION PACIFIC CORP | 9.1M | $1.8B | 0.7% | $149.95 | +23.06% | 15 qtrssince 2019-Q1 | Increased 46 |
CISCO SYSTEMS INC | 44M | $1.8B | 0.7% | $43.21 | -15.23% | 15 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINANCIAL INC manages $270.4B across 3953 positions as of Q3 2022. Top holdings: MSFT (3.1%), AAPL (2.6%), AMZN (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 230 new positions, 162 exits, 1669 increased. Top move: GOOGL (INCREASED, conviction 81). Portfolio: $270.4B across 3953 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