AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q3 2024
Top Holdings3,923 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 35.1M | $15.1B | 3.9% | $141.38 | +199.93% | 23 qtrssince 2019-Q1 | Increased 60 |
NVIDIA CORP | 102.6M | $12.5B | 3.2% | $112.74 | +7.65% | 23 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 48.8M | $11.4B | 2.9% | $111.17 | +107.85% | 23 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 42.6M | $7.9B | 2.0% | $119.13 | +57.79% | 23 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC-CL A | 35.9M | $5.9B | 1.5% | $96.77 | +68.56% | 23 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9.1M | $5.2B | 1.3% | $239.64 | +135.82% | 23 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 28.5M | $4.9B | 1.3% | $155.87 | +8.99% | 23 qtrssince 2019-Q1 | Increased 81 |
JPMORGAN CHASE & CO | 23M | $4.9B | 1.2% | $91.30 | +123.39% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 6.8M | $3.9B | 1.0% | $320.36 | +76.31% | 23 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 12.6M | $3.5B | 0.9% | $184.54 | +46.78% | 23 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 24.4M | $2.9B | 0.7% | $70.77 | +55.56% | 23 qtrssince 2019-Q1 | Increased 45 |
PROCTER & GAMBLE CO/THE | 16.4M | $2.8B | 0.7% | $112.42 | +45.97% | 23 qtrssince 2019-Q1 | Increased 46 |
ABBVIE INC | 13.8M | $2.7B | 0.7% | $86.81 | +113.03% | 23 qtrssince 2019-Q1 | Decreased 0 |
LAM RESEARCH CORP | 3.3M | $2.7B | 0.7% | — | — | — | — |
UNITEDHEALTH GROUP INC | 4.6M | $2.7B | 0.7% | $390.54 | +44.85% | 23 qtrssince 2019-Q1 | Increased 54 |
WALMART INC | 32.2M | $2.6B | 0.7% | $53.38 | +47.72% | 23 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 2.9M | $2.6B | 0.7% | $152.98 | +471.14% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 15.4M | $2.6B | 0.7% | $96.34 | +70.71% | 23 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 5M | $2.5B | 0.6% | $257.38 | +90.16% | 23 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 16.5M | $2.4B | 0.6% | $97.33 | +40.06% | 23 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINANCIAL INC manages $389.9B across 3923 positions as of Q3 2024. Top holdings: MSFT (3.9%), NVDA (3.2%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 217 new positions, 161 exits, 1635 increased. Top move: AVGO (INCREASED, conviction 81). Portfolio: $389.9B across 3923 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