AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q4 2019
Top Holdings3,703 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 39.2M | $6.2B | 2.6% | $110.82 | +35.02% | 4 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 18.4M | $5.4B | 2.2% | $45.23 | +56.23% | 4 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2M | $3.7B | 1.6% | $89.35 | +3.35% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.6M | $3.4B | 1.4% | $58.41 | +13.82% | 4 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 23.3M | $3.3B | 1.4% | $83.91 | +39.39% | 4 qtrssince 2019-Q1 | Increased 51 |
META PLATFORMS INC-CLASS A | 14.8M | $3B | 1.3% | $167.96 | +20.85% | 4 qtrssince 2019-Q1 | Increased 54 |
CISCO SYSTEMS INC | 49M | $2.3B | 1.0% | $43.75 | -9.73% | 4 qtrssince 2019-Q1 | Increased 47 |
LAM RESEARCH CORP | 7.9M | $2.3B | 1.0% | — | — | — | — |
VISA INC-CLASS A SHARES | 12.1M | $2.3B | 0.9% | $148.12 | +20.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 27.1M | $2.2B | 0.9% | $49.06 | +28.98% | 4 qtrssince 2019-Q1 | Increased 47 |
BRISTOL-MYERS SQUIBB CO | 33.2M | $2.1B | 0.9% | $37.11 | +33.62% | 4 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 14.6M | $2.1B | 0.9% | $115.59 | +6.17% | 4 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 17.3M | $2.1B | 0.9% | $90.67 | +0.16% | 4 qtrssince 2019-Q1 | Increased 48 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 6.3M | $2B | 0.8% | $255.16 | +15.31% | 4 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 6.8M | $2B | 0.8% | $226.44 | +26.93% | 4 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 6.4M | $2B | 0.8% | $24.97 | +8.47% | 4 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 17.7M | $2B | 0.8% | $81.12 | +17.96% | 4 qtrssince 2019-Q1 | Increased 51 |
ISHARES CORE S&P 500 ETF | 6.2M | $2B | 0.8% | $260.01 | +13.29% | 4 qtrssince 2019-Q1 | Increased 50 |
COMCAST CORP-CLASS A | 42.2M | $1.9B | 0.8% | $30.78 | +12.26% | 4 qtrssince 2019-Q1 | Increased 46 |
VERIZON COMMUNICATIONS INC | 27.6M | $1.7B | 0.7% | $40.36 | +5.85% | 4 qtrssince 2019-Q1 | Increased 49 |
AMERIPRISE FINANCIAL INC manages $240.6B across 3703 positions as of Q4 2019. Top holdings: MSFT (2.6%), AAPL (2.2%), AMZN (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 159 new positions, 155 exits, 1722 increased. Top move: META (INCREASED, conviction 54). Portfolio: $240.6B across 3703 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