AMERIPRISE FINANCIAL INCAMERIPRISE FINANCIAL INC

Institutional investor · Portfolio as of Q4 2025

Top Holdings4,071 positions

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Activity:

NVIDIA CORPORATION

94.2M$17.6B4.0%$16.09+1056.23%
28 qtrssince 2019-Q1
Decreased
0

MICROSOFT CORP

32.8M$15.9B3.6%$145.46+230.39%
28 qtrssince 2019-Q1
Decreased
0

APPLE INC

45.5M$12.4B2.8%$81.16+234.05%
28 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

35M$10.9B2.5%$76.90+306.23%
28 qtrssince 2019-Q1
Decreased
0

BROADCOM INC

24.9M$8.6B1.9%$36.79+835.67%
28 qtrssince 2019-Q1
Decreased
0

AMAZON COM INC

35.3M$8.1B1.8%$108.14+113.45%
28 qtrssince 2019-Q1
Decreased
0

JPMORGAN CHASE & CO

19.4M$6.2B1.4%$90.43+251.34%
28 qtrssince 2019-Q1
Decreased
0
IVVIVV
ETF

ISHARES TR

7.9M$5.4B1.2%$370.11+83.55%
28 qtrssince 2019-Q1
Decreased
0

META PLATFORMS INC

7.8M$5.2B1.2%$243.52+170.37%
28 qtrssince 2019-Q1
Decreased
0

VISA INC

13.7M$4.8B1.1%$202.97+71.76%
28 qtrssince 2019-Q1
Increased
53

LAM RESEARCH CORP

23.3M$4B0.9%$71.36+139.16%
5 qtrssince 2024-Q4
Decreased
0

ALPHABET INC

12.5M$3.9B0.9%$70.97+341.28%
28 qtrssince 2019-Q1
Decreased
0

BANK AMERICA CORP

63.8M$3.5B0.8%$28.91+87.27%
28 qtrssince 2019-Q1
Decreased
0

WALMART INC

30.4M$3.4B0.8%$46.17+139.80%
28 qtrssince 2019-Q1
Increased
45
VOOVOO
ETF

VANGUARD INDEX FDS

5M$3.1B0.7%$351.92+76.67%
28 qtrssince 2019-Q1
Increased
45

ELI LILLY & CO

2.9M$3.1B0.7%$176.42+506.22%
28 qtrssince 2019-Q1
Decreased
0

EXXON MOBIL CORP

23.2M$2.8B0.6%$74.97+60.31%
28 qtrssince 2019-Q1
Decreased
0

JOHNSON & JOHNSON

13.4M$2.8B0.6%$125.09+62.82%
28 qtrssince 2019-Q1
Increased
46

CHEVRON CORP NEW

18M$2.7B0.6%$106.38+41.78%
28 qtrssince 2019-Q1
Increased
45

APPLIED MATLS INC

10.3M$2.6B0.6%$131.66+94.71%
28 qtrssince 2019-Q1
Decreased
0
$442.5B
AUM
4,071
Positions
Q4 2025
Filing
HI score · 3.5/5
Quarterly 13F Value Change
+5%Q3'24$389.5B+0%Q4'24$389.6B-5%Q1'25$370.4B+10%Q2'25$405.6B+7%Q3'25$434.8B+2%Q4'25$442.2B
Activity profile
$ moved · Q4'25
New2%Increased43%Decreased54%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.2 years
<1Q3%1-4Q6%1-2Y7%2Y+85%

AMERIPRISE FINANCIAL INC manages $442.5B across 4071 positions as of Q4 2025. Top holdings: NVDA (4.0%), MSFT (3.6%), AAPL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.

Q4 2025 Summary

Active quarter - 222 new positions, 170 exits, 1766 increased. Top move: V (INCREASED, conviction 53). Portfolio: $442.5B across 4071 positions.

Top holdings by portfolio weight

Total AUM$442B
NVDA3.97%
MSFT3.59%
AAPL2.80%
GOOGL2.47%
AVGO1.94%
AMZN1.84%
JPM1.41%
IVV1.22%
META1.16%
V1.09%
Other0.90%

Portfolio allocation by GICS sector

Sectors11
Technology25.54%
Unknown21.24%
Financial Services11.50%
Healthcare8.01%
Industrials7.87%
Consumer Cyclical7.12%
Communication Services6.95%
Consumer Defensive3.72%
Energy2.87%
Utilities2.17%
Other3.00%

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

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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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