AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q3 2023
Top Holdings3,883 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 34.8M | $11B | 3.6% | $133.42 | +132.72% | 19 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 48.7M | $8.3B | 2.7% | $103.01 | +63.99% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 36.6M | $4.8B | 1.6% | $95.10 | +36.57% | 19 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 36.3M | $4.6B | 1.5% | $107.71 | +18.02% | 19 qtrssince 2019-Q1 | Increased 50 |
NVIDIA CORP | 9.8M | $4.2B | 1.4% | $16.55 | +162.68% | 19 qtrssince 2019-Q1 | Increased 51 |
BROADCOM INC | 4.3M | $3.6B | 1.2% | $26.32 | +206.00% | 19 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 23.7M | $3.4B | 1.1% | $91.30 | +50.13% | 19 qtrssince 2019-Q1 | Increased 51 |
VISA INC-CLASS A SHARES | 14.2M | $3.3B | 1.1% | $181.56 | +23.83% | 19 qtrssince 2019-Q1 | Increased 52 |
LAM RESEARCH CORP | 4.7M | $2.9B | 1.0% | — | — | — | — |
ISHARES CORE S&P 500 ETF | 6.5M | $2.8B | 0.9% | $305.72 | +36.26% | 19 qtrssince 2019-Q1 | Increased 49 |
EXXON MOBIL CORP | 21.6M | $2.5B | 0.8% | $64.39 | +67.65% | 19 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 47M | $2.5B | 0.8% | $43.41 | +15.46% | 19 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 14.8M | $2.5B | 0.8% | $90.77 | +66.80% | 19 qtrssince 2019-Q1 | Increased 45 |
META PLATFORMS INC-CLASS A | 8.3M | $2.5B | 0.8% | $185.28 | +60.91% | 19 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL C | 18.5M | $2.4B | 0.8% | $95.62 | +36.86% | 19 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 15.5M | $2.3B | 0.7% | $107.87 | +24.94% | 19 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 49.7M | $2.2B | 0.7% | $31.46 | +21.35% | 19 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 5.5M | $2.2B | 0.7% | $254.82 | +53.14% | 19 qtrssince 2019-Q1 | Increased 48 |
ABBVIE INC | 14.1M | $2.1B | 0.7% | $86.25 | +55.81% | 19 qtrssince 2019-Q1 | Increased 46 |
WALMART INC | 13M | $2.1B | 0.7% | $43.58 | +19.30% | 19 qtrssince 2019-Q1 | Increased 45 |
AMERIPRISE FINANCIAL INC manages $304.6B across 3883 positions as of Q3 2023. Top holdings: MSFT (3.6%), AAPL (2.7%), GOOGL (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 142 new positions, 156 exits, 1560 increased. Top move: V (INCREASED, conviction 52). Portfolio: $304.6B across 3883 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