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CIK: 0000820027
Total reported value
$494.7B
$494.7B
3911 檔
10.7%
As reported in its official Q3 2024 Form 13F filing, Ameriprise Financial Inc's tracked investment portfolio stood at $494.7B with 3911 total positions.
In Q3 2024, Ameriprise Financial Inc displayed an active expansion posture, initiating 5 new positions and adding to 119 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3911 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.88% | -0.46% | +1.79% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.19% | -0.01% | +0.13% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.91% | +0.27% | -5.80% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | -0.11% | +3.94% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.53% | +0.12% | -4.90% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.34% | -0.14% | -4.32% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.26% | +0.14% | +924.95% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.02% | -1.76% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.14% | -2.55% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | +0.09% | -13.54% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.35% | +0.42% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.08% | +2.00% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | +0.03% | -1.49% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | — | +10.92% | |
| 15 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.69% | — | +6.19% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.16% | +21.37% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.18% | -4.38% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.09% | -3.33% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -0.03% | -1.45% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | — | -1.14% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.16% | -3.53% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.09% | -0.70% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.02% | +7.79% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.02% | -1.53% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | -0.04% | +6.86% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.10% | +0.77% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.11% | -1.01% | |
| 28 | ELV | Elevance Health Inc | Stock-Healthcare | 0.50% | +0.01% | -0.13% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | — | +3.25% | |
| 30 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.48% | -0.12% | -7.79% | |
| 31 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.48% | -0.03% | +5.62% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | +0.01% | -7.80% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.47% | +0.10% | +10.39% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.46% | -0.07% | -11.98% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | -0.31% | EXIT | |
| 36 | LIN | Linde plc | Stock-Materials | 0.44% | -0.03% | +4.06% | |
| 37 | BLKCHF | Blackrock Inc | Stock-Other | 0.43% | — | +6.36% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | -0.02% | +0.21% | |
| 39 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.42% | -0.06% | -2.39% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.40% | -0.04% | +8.70% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.40% | +0.22% | -9.20% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | — | -5.45% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.39% | -0.03% | -0.02% | |
| 44 | EOG | Eog Resources Inc | Stock-Energy | 0.39% | -0.12% | +0.59% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | -0.04% | +21.99% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.39% | -0.04% | -10.45% | |
| 47 | ADI | Analog Devices Inc | Stock-Tech | 0.37% | -0.03% | -3.12% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.37% | -0.13% | +19.71% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.37% | -0.02% | -1.86% | |
| 50 | PH | Parker Hannifin CORP | Stock-Industrials | 0.36% | -0.03% | -9.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TEL | TE Connectivity plc | +0.2% | NEW | New buy |
| 2 | UNH | Unitedhealth Group Inc | +0.2% | +21.37% | Add |
| 3 | TSLA | Tesla Inc | +0.1% | +21.99% | Add |
| 4 | SW | Smurfit Westrock Plc | +0.1% | NEW | New buy |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.1% | +65.48% | Add |
| 6 | DIS | Walt Disney Co/the | +0.1% | +42.72% | Add |
| 7 | BLKCHF | Blackrock Inc | +0.1% | +6.36% | Add |
| 8 | HPE | Hewlett Packard Enterprise | +0.1% | +358.73% | Add |
| 9 | EPAM | Epam Systems Inc | +0.1% | +4142.24% | Add |
| 10 | CRM | Salesforce Inc | +0.1% | +19.71% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | +66.55% | Add |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | +13.61% | Add |
| 13 | ETR | Entergy CORP | +0.1% | +16.01% | Add |
| 14 | XLK | Ss Technology Select Sector | +0.1% | +30.52% | Add |
| 15 | MDLZ | Mondelez International Inc-a | +0.1% | +11.20% | Add |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +2.38% | Add |
| 17 | ORCL | Oracle CORP | +0.1% | +3.59% | Add |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +54.13% | Add |
| 19 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +621.01% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +924.95% | Add |
| 21 | ABBV | Abbvie Inc | +0.1% | -1.49% | Trim |
| 22 | WMT | Walmart Inc | +0.1% | -4.38% | Trim |
| 23 | HD | Home Depot Inc | +0.1% | -1.53% | Trim |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +10.92% | Add |
| 25 | UNP | Union Pacific CORP | +0.1% | +6.86% | Add |
| 26 | ABT | Abbott Laboratories | +0.1% | +13.19% | Add |
| 27 | IBM | Intl Business Machines CORP | +0.1% | -5.45% | Trim |
| 28 | VCIT | Vanguard Int-term Corporate | +0.1% | +36.19% | Add |
| 29 | GPN | Global Payments Inc | +0.1% | +34.03% | Add |
| 30 | MTCH | Match Group Inc | +0.1% | +172.04% | Add |
| 31 | BNY | Bank Of New York Mellon CORP | +0.1% | +13.15% | Add |
| 32 | EXK | Exact Sciences CORP | +0.1% | +104.33% | Add |
| 33 | ETN | Eaton Corporation plc | +0.1% | +26.16% | Add |
| 34 | ILMN | Illumina Inc | +0.1% | +413.04% | Add |
| 35 | ODFL | Old Dominion Freight Line | +0.1% | +444.77% | Add |
| 36 | MMM | 3m Co | +0.1% | +93.53% | Add |
| 37 | META | Meta Platforms Inc-class A | 0% | -4.32% | Trim |
| 38 | EBAY | Ebay Inc | 0% | -2.39% | Trim |
| 39 | IEF | Ishares 7-10 Year Treasury B | 0% | +16.22% | Add |
| 40 | TJX | Tjx Companies Inc | 0% | +8.70% | Add |
| 41 | SHW | Sherwin-williams Co/the | 0% | +22.01% | Add |
| 42 | PHM | Pultegroup Inc | 0% | +30.96% | Add |
| 43 | VGLT | Vanguard Long-term Treasury | 0% | +15.69% | Add |
| 44 | EL | Estee Lauder Companies-cl A | 0% | +1104.15% | Add |
| 45 | SRE | Sempra | 0% | +230.22% | Add |
| 46 | MA | Mastercard Inc - A | 0% | -1.14% | Trim |
| 47 | LIN | Linde plc | 0% | +4.06% | Add |
| 48 | MRSH | Marsh & Mclennan Cos | 0% | +5.62% | Add |
| 49 | CSCO | Cisco Systems Inc | 0% | -1.01% | Trim |
| 50 | RTX | Rtx CORP | 0% | +1.84% | Add |
According to official SEC Form 13F filings, Ameriprise Financial Inc reported a total U.S. public equity portfolio value of $494.7B across 3911 disclosed positions in Q3 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 10.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
TEL
市值: $757.1M
Top Position Liquidated / Trimmed
TEL
前期市值: $944.8M
During Q3 2024, Ameriprise Financial Inc's top holdings by market value included MSFT (3.9%)、NVDA (3.2%)、AAPL (2.9%). The largest single position, MSFT, represented 3.9% of total portfolio value.
In Q3 2024, Ameriprise Financial Inc made 200 total portfolio adjustments, initiating 5 new buys, adding to 119 positions, trimming 74 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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