AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q4 2020
Top Holdings3,753 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 37.6M | $8.4B | 3.0% | $113.03 | +88.18% | 8 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 62.7M | $8.3B | 2.9% | $94.26 | +36.66% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2M | $6.5B | 2.3% | $92.09 | +78.40% | 8 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL A | 2.1M | $3.8B | 1.3% | $58.41 | +47.52% | 8 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 11.9M | $3.3B | 1.2% | $167.96 | +60.74% | 8 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 20M | $3.1B | 1.1% | $116.27 | +16.45% | 8 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 22M | $2.8B | 1.0% | $83.43 | +31.37% | 8 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 6.3M | $2.8B | 1.0% | $25.25 | +55.42% | 8 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 52.5M | $2.8B | 1.0% | $30.94 | +33.07% | 8 qtrssince 2019-Q1 | Increased 47 |
LAM RESEARCH CORP | 5.3M | $2.5B | 0.9% | — | — | — | — |
CISCO SYSTEMS INC | 53.6M | $2.4B | 0.9% | $42.69 | -10.56% | 8 qtrssince 2019-Q1 | Increased 45 |
MASTERCARD INC - A | 6.3M | $2.3B | 0.8% | $228.16 | +51.26% | 8 qtrssince 2019-Q1 | Increased 46 |
UNION PACIFIC CORP | 10.6M | $2.2B | 0.8% | $146.18 | +25.99% | 8 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 9.7M | $2.1B | 0.8% | $148.12 | +41.56% | 8 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 4.1M | $2.1B | 0.7% | $270.89 | +84.62% | 8 qtrssince 2019-Q1 | Increased 46 |
MEDTRONIC PLC | 16.9M | $2B | 0.7% | $80.94 | +23.93% | 8 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3.8M | $2B | 0.7% | $4.45 | +194.92% | 8 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 7.4M | $2B | 0.7% | $175.56 | +33.77% | 8 qtrssince 2019-Q1 | Increased 47 |
ISHARES CORE S&P 500 ETF | 5.1M | $1.9B | 0.7% | $271.09 | +28.22% | 8 qtrssince 2019-Q1 | Increased 51 |
ISHARES IBOXX INVESTMENT GRA | 13.7M | $1.9B | 0.7% | $97.20 | +15.56% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINANCIAL INC manages $281.9B across 3753 positions as of Q4 2020. Top holdings: MSFT (3.0%), AAPL (2.9%), AMZN (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 219 new positions, 191 exits, 1681 increased. Top move: AMZN (INCREASED, conviction 56). Portfolio: $281.9B across 3753 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
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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