AMERIPRISE FINANCIAL INC
Institutional investor · Portfolio as of Q4 2024
Top Holdings4,070 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 35.8M | $15.1B | 3.9% | $146.52 | +187.82% | 24 qtrssince 2019-Q1 | Increased 60 |
NVIDIA CORP | 98.7M | $13.3B | 3.4% | $112.74 | +21.92% | 24 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 46.7M | $11.7B | 3.0% | $111.17 | +123.63% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 40.4M | $8.9B | 2.3% | $119.13 | +85.76% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 35.8M | $6.8B | 1.7% | $96.77 | +96.85% | 24 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 27.2M | $6.3B | 1.6% | $156.61 | +49.07% | 24 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9.2M | $5.4B | 1.4% | $244.39 | +141.17% | 24 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 22.5M | $5.4B | 1.4% | $91.30 | +155.53% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 8.1M | $4.8B | 1.2% | $361.26 | +61.51% | 24 qtrssince 2019-Q1 | Increased 59 |
VISA INC-CLASS A SHARES | 12.8M | $4B | 1.0% | $186.17 | +67.55% | 24 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL C | 15M | $2.9B | 0.7% | $96.34 | +99.24% | 24 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 30.5M | $2.8B | 0.7% | $53.38 | +68.07% | 24 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 24.4M | $2.6B | 0.7% | $70.77 | +43.21% | 24 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 4.9M | $2.6B | 0.7% | $257.38 | +102.72% | 24 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 15.3M | $2.6B | 0.7% | $112.42 | +42.13% | 24 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 57.7M | $2.5B | 0.7% | $26.82 | +60.04% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 4.7M | $2.5B | 0.6% | $331.22 | +61.35% | 24 qtrssince 2019-Q1 | Increased 52 |
LAM RESEARCH CORP COM NEW | 34.5M | $2.5B | 0.6% | $67.50 | +5.92% | 24 qtrssince 2019-Q1 | Increased 73 |
CHEVRON CORP | 16.7M | $2.4B | 0.6% | $97.81 | +38.45% | 24 qtrssince 2019-Q1 | Increased 45 |
UNITEDHEALTH GROUP INC | 4.7M | $2.4B | 0.6% | $392.80 | +26.17% | 24 qtrssince 2019-Q1 | Increased 46 |
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 Rating: 3.5/5.0.
Active quarter - 284 new positions, 154 exits, 1814 increased. Top move: LRCX (INCREASED, conviction 73). Portfolio: $389.7B across 4070 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