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CIK: 0000820027
Total reported value
$494.7B
$494.7B
3854 檔
10.9%
At the close of Q2 2024, Ameriprise Financial Inc disclosed equity holdings valued at approximately $494.7B, spread across 3854 reported holdings.
During Q2 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 3854 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.17% | -0.46% | +0.28% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.43% | -0.01% | +870.35% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.95% | +0.27% | +6.69% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.14% | -0.11% | +3.35% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.86% | +0.12% | -0.12% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.14% | -0.16% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | -0.02% | -0.70% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | +0.14% | -7.98% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.14% | +0.79% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | +0.09% | +2.42% | |
| 11 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.89% | — | -11.96% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | -0.03% | -1.53% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.35% | +11.25% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.09% | +0.74% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 0.72% | -0.16% | +3.02% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.08% | -3.36% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.03% | -1.09% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | — | +7.31% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.18% | -4.67% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | — | +1.43% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.02% | -2.53% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 0.58% | -0.07% | -4.37% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.09% | +5.54% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | — | -2.04% | |
| 25 | ELV | Elevance Health Inc | Stock-Healthcare | 0.56% | +0.01% | +5.28% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.10% | +2.22% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.54% | +0.22% | -9.15% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.02% | +2.46% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | +0.10% | -22.62% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.16% | +0.56% | |
| 31 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.52% | -0.12% | -3.34% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.01% | +3.23% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.51% | -0.04% | +1.30% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.11% | -7.19% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.49% | -0.04% | -2.33% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.48% | -0.31% | EXIT | |
| 37 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.45% | -0.03% | -0.16% | |
| 38 | EOG | Eog Resources Inc | Stock-Energy | 0.42% | -0.12% | +2.16% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | -0.02% | -0.29% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.41% | -0.03% | +0.44% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.40% | -0.03% | -5.99% | |
| 42 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.38% | -0.06% | +17.57% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.37% | -0.03% | +32.24% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.36% | -0.04% | +33.38% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.08% | -0.04% | |
| 46 | BLKCHF | Blackrock Inc | Stock-Other | 0.35% | — | +2.89% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.35% | -0.02% | -6.27% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | — | -0.86% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | — | +6.42% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.34% | +0.07% | -2.12% |
According to official SEC Form 13F filings, Ameriprise Financial Inc reported a total U.S. public equity portfolio value of $494.7B across 3854 disclosed positions in Q2 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 10.9% of total reported equity market value during Q2 2024.
During Q2 2024, Ameriprise Financial Inc's top holdings by market value included MSFT (4.2%)、NVDA (3.4%)、AAPL (3.0%). The largest single position, MSFT, represented 4.2% of total portfolio value.
In Q2 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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