AMERIPRISE FINANCIAL INCAMERIPRISE FINANCIAL INC

Institutional investor · Portfolio as of Q4 2024

Top Holdings4,070 positions

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Activity:

MICROSOFT CORP

35.8M$15.1B3.9%$145.46+185.84%
24 qtrssince 2019-Q1
Increased
60

NVIDIA CORPORATION

98.7M$13.3B3.4%$11.05+1111.71%
24 qtrssince 2019-Q1
Decreased
0

APPLE INC

46.7M$11.7B3.0%$73.17+239.79%
24 qtrssince 2019-Q1
Decreased
0

AMAZON COM INC

40.4M$8.9B2.3%$108.14+102.88%
24 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

35.8M$6.8B1.7%$66.48+183.07%
24 qtrssince 2019-Q1
Decreased
0

BROADCOM INC

27.2M$6.3B1.6%$29.76+667.72%
24 qtrssince 2019-Q1
Decreased
0

META PLATFORMS INC

9.2M$5.4B1.4%$243.52+139.07%
24 qtrssince 2019-Q1
Increased
51

JPMORGAN CHASE & CO

22.5M$5.4B1.4%$90.43+155.96%
24 qtrssince 2019-Q1
Decreased
0
IVVIVV
ETF

ISHARES TR

8.1M$4.8B1.2%$358.50+60.80%
24 qtrssince 2019-Q1
Increased
59

VISA INC

12.8M$4B1.0%$186.17+67.55%
24 qtrssince 2019-Q1
Increased
51

ALPHABET INC

15M$2.9B0.7%$70.35+169.14%
24 qtrssince 2019-Q1
Decreased
0

WALMART INC

30.5M$2.8B0.7%$43.62+103.86%
24 qtrssince 2019-Q1
Decreased
0

EXXON MOBIL CORP

24.4M$2.6B0.7%$70.77+43.21%
24 qtrssince 2019-Q1
Decreased
0

MASTERCARD INCORPORATED

4.9M$2.6B0.7%$256.24+103.33%
24 qtrssince 2019-Q1
Decreased
0

PROCTER AND GAMBLE CO

15.3M$2.6B0.7%$112.42+42.13%
24 qtrssince 2019-Q1
Decreased
0

BANK AMERICA CORP

57.7M$2.5B0.7%$26.41+60.11%
24 qtrssince 2019-Q1
Decreased
0
VOOVOO
ETF

VANGUARD INDEX FDS

4.7M$2.5B0.6%$328.59+60.59%
24 qtrssince 2019-Q1
Increased
52

LAM RESEARCH CORP

34.5M$2.5B0.6%$71.360.00%
1 qtr
New
62

CHEVRON CORP NEW

16.7M$2.4B0.6%$97.81+38.45%
24 qtrssince 2019-Q1
Increased
45

UNITEDHEALTH GROUP INC

4.7M$2.4B0.6%$384.71+25.84%
24 qtrssince 2019-Q1
Increased
46
$389.7B
AUM
4,070
Positions
Q4 2024
Filing
HI score · 3.5/5
Quarterly 13F Value Change
-5%Q3'23$304.6B+10%Q4'23$334B+9%Q1'24$363.4B+2%Q2'24$369.6B+5%Q3'24$389.5B+0%Q4'24$389.6B
Activity profile
$ moved · Q4'24
New9%Increased32%Decreased50%Exited9%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.5 years
<1Q4%1-4Q6%1-2Y5%2Y+85%

AMERIPRISE FINANCIAL INC manages $389.7B across 4070 positions as of Q4 2024. Top holdings: MSFT (3.9%), NVDA (3.4%), AAPL (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.

Q4 2024 Summary

Active quarter - 289 new positions, 157 exits, 1812 increased. Top move: LRCX (NEW, conviction 62). Portfolio: $389.7B across 4070 positions.

Top holdings by portfolio weight

Total AUM$390B
MSFT3.87%
NVDA3.40%
AAPL3.00%
AMZN2.28%
GOOGL1.74%
AVGO1.62%
META1.39%
JPM1.39%
IVV1.22%
V1.04%
Other0.73%

Portfolio allocation by GICS sector

Sectors11
Technology24.59%
Unknown19.82%
Financial Services11.26%
Healthcare8.30%
Industrials8.20%
Consumer Cyclical8.14%
Communication Services6.56%
Consumer Defensive4.25%
Energy3.18%
Utilities2.31%
Other3.40%

Behavioral investing profile

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Balanced Allocator- primarily Technology, Unknown, Financial Services
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(3.5 / 5.0)
Holdings P&L57
Conviction40
Concentration29
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Position Outcomes

Best and worst performing positions by estimated return

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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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

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7Q
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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