AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,894 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 34.2M | $12.9B | 3.8% | $133.42 | +177.72% | 20 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 47.3M | $9.1B | 2.7% | $103.01 | +84.65% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 36.3M | $5.5B | 1.7% | $107.74 | +41.03% | 20 qtrssince 2019-Q1 | Increased 50 |
NVIDIA CORP | 10.5M | $5.2B | 1.6% | $18.94 | +161.30% | 20 qtrssince 2019-Q1 | Increased 54 |
ALPHABET INC-CL A | 36.8M | $5.1B | 1.5% | $95.34 | +45.42% | 20 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 23.7M | $4B | 1.2% | $91.30 | +77.39% | 20 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 14.5M | $3.8B | 1.1% | $182.76 | +39.54% | 20 qtrssince 2019-Q1 | Increased 51 |
BROADCOM INC | 3.3M | $3.7B | 1.1% | $26.32 | +313.14% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 7.1M | $3.4B | 1.0% | $318.66 | +45.99% | 20 qtrssince 2019-Q1 | Increased 55 |
LAM RESEARCH CORP | 4.3M | $3.4B | 1.0% | — | — | — | — |
META PLATFORMS INC-CLASS A | 7.8M | $2.8B | 0.8% | $185.28 | +89.71% | 20 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 16.1M | $2.4B | 0.7% | $94.29 | +43.54% | 20 qtrssince 2019-Q1 | Increased 49 |
COMCAST CORP-CLASS A | 53.6M | $2.3B | 0.7% | $31.14 | +19.00% | 20 qtrssince 2019-Q1 | Increased 49 |
CISCO SYSTEMS INC | 44.7M | $2.3B | 0.7% | $43.41 | +9.29% | 20 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 15.3M | $2.2B | 0.7% | $107.87 | +26.32% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 15.7M | $2.2B | 0.7% | $95.62 | +46.28% | 20 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 14.2M | $2.2B | 0.7% | $86.74 | +62.69% | 20 qtrssince 2019-Q1 | Increased 45 |
MASTERCARD INC - A | 5.1M | $2.2B | 0.6% | $254.82 | +65.22% | 20 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 14.7M | $2.1B | 0.6% | $117.82 | +17.75% | 20 qtrssince 2019-Q1 | Increased 47 |
EXXON MOBIL CORP | 20.9M | $2.1B | 0.6% | $64.39 | +43.86% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINANCIAL INC manages $334B across 3894 positions as of Q4 2023. Top holdings: MSFT (3.8%), AAPL (2.7%), AMZN (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 171 new positions, 158 exits, 1692 increased. Top move: IVV (INCREASED, conviction 55). Portfolio: $334.0B across 3894 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