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CIK: 0000820027
Total reported value
$494.7B
$494.7B
3841 檔
9.1%
According to the latest 13F quarterly dataset, Ameriprise Financial Inc managed an equity portfolio of $494.7B at the end of Q1 2024, spanning 3841 distinct U.S. exchange-listed positions.
During Q1 2024, Ameriprise Financial Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3841 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.99% | -0.46% | +0.72% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.62% | -0.01% | +0.14% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.29% | +0.27% | +2.53% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.97% | -0.11% | +9.21% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.12% | +2.70% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | -0.02% | -0.42% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.14% | +22.36% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.14% | -7.89% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | +0.09% | -1.38% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.14% | -1.25% | |
| 11 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.94% | — | -17.78% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.08% | +8.68% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 0.72% | -0.16% | +3.28% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.03% | +0.09% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.35% | +4.58% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | -0.03% | +1.30% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 0.66% | — | -1.08% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.09% | -4.63% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | — | +3.40% | |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.60% | -0.12% | -5.91% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 0.60% | -0.07% | -4.84% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.02% | -0.87% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.09% | +8.75% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 0.59% | +0.10% | -14.28% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.18% | +171.17% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.02% | +1.95% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.11% | -7.59% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | — | -2.86% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | -0.04% | -1.61% | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.53% | +0.22% | +28.06% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.10% | +1.45% | |
| 32 | ELV | Elevance Health Inc | Stock-Healthcare | 0.51% | +0.01% | -2.97% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.16% | +2.52% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.01% | -0.49% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.46% | -0.04% | +1.42% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | — | +8.24% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.45% | -0.31% | EXIT | |
| 38 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.45% | -0.03% | +2.59% | |
| 39 | PH | Parker Hannifin CORP | Stock-Industrials | 0.45% | -0.03% | -16.17% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.44% | -0.03% | -0.23% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | -0.02% | -0.93% | |
| 42 | EOG | Eog Resources Inc | Stock-Energy | 0.42% | -0.12% | +2.97% | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.41% | — | +13.21% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.38% | -0.09% | -5.91% | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.38% | -0.03% | -7.40% | |
| 46 | BLKCHF | Blackrock Inc | Stock-Other | 0.37% | — | +6.74% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.36% | — | -13.16% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | -0.02% | -4.24% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.35% | -0.03% | -9.49% | |
| 50 | MBB | Ishares Mbs ETF | ETF-Other | 0.35% | -0.03% | -0.32% |
According to official SEC Form 13F filings, Ameriprise Financial Inc reported a total U.S. public equity portfolio value of $494.7B across 3841 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 9.1% of total reported equity market value during Q1 2024.
During Q1 2024, Ameriprise Financial Inc's top holdings by market value included MSFT (4.0%)、NVDA (2.6%)、AAPL (2.3%). The largest single position, MSFT, represented 4.0% of total portfolio value.
In Q1 2024, Ameriprise Financial Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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