AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q4 2022
Top Holdings3,950 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 36.4M | $8.7B | 3.0% | $132.98 | +76.13% | 16 qtrssince 2019-Q1 | Increased 55 |
APPLE INC | 51.3M | $6.7B | 2.3% | $103.01 | +23.92% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 36.2M | $3.2B | 1.1% | $94.84 | -7.66% | 16 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 17.5M | $3.1B | 1.1% | $120.55 | +33.76% | 16 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 36.5M | $3.1B | 1.1% | $107.66 | -21.98% | 16 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 22.4M | $3B | 1.0% | $88.69 | +39.80% | 16 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 19.3M | $2.9B | 1.0% | $107.87 | +27.41% | 16 qtrssince 2019-Q1 | Increased 58 |
BROADCOM INC | 5.1M | $2.9B | 1.0% | $26.43 | +102.29% | 16 qtrssince 2019-Q1 | Increased 46 |
CHEVRON CORP | 14.8M | $2.7B | 0.9% | $89.94 | +74.22% | 16 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 7.3M | $2.3B | 0.8% | $192.32 | +52.17% | 16 qtrssince 2019-Q1 | Increased 45 |
EXXON MOBIL CORP | 20.5M | $2.3B | 0.8% | $60.25 | +64.03% | 16 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 47.2M | $2.3B | 0.8% | $43.22 | +0.43% | 16 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 4.1M | $2.2B | 0.7% | $322.31 | +55.72% | 16 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 13.3M | $2.1B | 0.7% | $79.46 | +78.02% | 16 qtrssince 2019-Q1 | Increased 46 |
ISHARES CORE S&P 500 ETF | 5.5M | $2.1B | 0.7% | $286.67 | +28.48% | 16 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 10.1M | $2.1B | 0.7% | $161.07 | +25.35% | 16 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 18.9M | $2.1B | 0.7% | $67.20 | +50.68% | 16 qtrssince 2019-Q1 | Decreased 0 |
LAM RESEARCH CORP | 5M | $2.1B | 0.7% | — | — | — | — |
MASTERCARD INC - A | 5.8M | $2B | 0.7% | $246.84 | +38.21% | 16 qtrssince 2019-Q1 | Increased 46 |
BANK OF AMERICA CORP | 60.5M | $2B | 0.7% | $24.58 | +24.55% | 16 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINANCIAL INC manages $291.7B across 3950 positions as of Q4 2022. Top holdings: MSFT (3.0%), AAPL (2.3%), GOOGL (1.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 194 new positions, 193 exits, 1541 increased. Top move: PG (INCREASED, conviction 58). Portfolio: $291.7B across 3950 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