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CIK: 0000820027
Total reported value
$494.7B
$494.7B
4043 檔
11.3%
The Q4 2024 SEC filing reveals that Ameriprise Financial Inc held a total portfolio value of $494.7B, covering 4043 public equity positions.
In Q4 2024, Ameriprise Financial Inc adopted a defensive or profit-taking posture, trimming 118 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 4043 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.87% | -0.46% | +1.87% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.40% | -0.01% | -3.77% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.00% | +0.27% | -4.25% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.28% | -0.11% | -5.05% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.12% | -0.24% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | +0.14% | -4.44% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.14% | +1.44% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.02% | -2.12% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.14% | +18.41% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | +0.09% | +1.30% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | -0.03% | -3.07% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.18% | -5.43% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.35% | -0.13% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 0.66% | — | -2.66% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.08% | -7.11% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | +0.02% | -0.60% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.10% | +16.56% | |
| 18 | LRCX | Lam Research CORP | Stock-Tech | 0.64% | +0.49% | — | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.16% | +1.28% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.16% | +2.20% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.04% | -0.43% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.03% | -5.85% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.09% | +2.25% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | — | -18.31% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.11% | -1.26% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.02% | -1.65% | |
| 27 | BLK | Blackrock Inc | Stock-Financials | 0.55% | -0.14% | — | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.53% | -0.07% | -7.31% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.01% | +5.75% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.09% | -5.86% | |
| 31 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.48% | -0.12% | +12.03% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.48% | -0.31% | EXIT | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.48% | -0.04% | +75.40% | |
| 34 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.47% | -0.06% | +59.86% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.46% | -0.04% | -11.37% | |
| 36 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.45% | -0.03% | -0.59% | |
| 37 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.45% | -0.06% | +12.43% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.02% | +6.30% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.41% | +0.07% | -2.04% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.40% | -0.04% | -2.05% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.40% | -0.13% | -10.54% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.39% | -0.04% | -4.51% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.38% | -0.03% | -0.31% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.37% | — | +0.67% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.37% | -0.13% | +6.47% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.37% | -0.09% | +12.68% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.08% | +0.38% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | — | -18.65% | |
| 49 | PH | Parker Hannifin CORP | Stock-Industrials | 0.35% | -0.03% | -2.75% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | +0.10% | -17.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.6% | NEW | New buy |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +0.4% | -4.44% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.2% | -5.05% | Trim |
| 5 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.24% | Trim |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +18.41% | Add |
| 8 | TSLA | Tesla Inc | +0.2% | -0.43% | Trim |
| 9 | NVDA | Nvidia CORP | +0.2% | -3.77% | Trim |
| 10 | BMY | Bristol-myers Squibb Co | +0.2% | +59.86% | Add |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.2% | +75.40% | Add |
| 12 | V | Visa Inc-class A Shares | +0.2% | +1.30% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -2.12% | Trim |
| 14 | BA | Boeing Co/the | +0.1% | +81.84% | Add |
| 15 | BE | Bloom Energy Corp- A | +0.1% | +4.27% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +16.56% | Add |
| 17 | AAPL | Apple Inc | +0.1% | -4.25% | Trim |
| 18 | CSX | Csx CORP | +0.1% | +89.73% | Add |
| 19 | WFC | Wells Fargo & Co | +0.1% | -7.31% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -3.07% | Trim |
| 21 | MS | Morgan Stanley | +0.1% | -2.04% | Trim |
| 22 | NOW | Servicenow Inc | +0.1% | +6.77% | Add |
| 23 | BAC | Bank Of America CORP | +0.1% | -0.60% | Trim |
| 24 | ADP | Automatic Data Processing | +0.1% | +16.74% | Add |
| 25 | XYZ | Block Inc | +0.1% | +15.04% | Add |
| 26 | EPAM | Epam Systems Inc | +0.1% | +39.76% | Add |
| 27 | CSCO | Cisco Systems Inc | +0.1% | -1.26% | Trim |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +1.44% | Add |
| 29 | LULU | Lululemon Athletica Inc | +0.1% | +128.16% | Add |
| 30 | TPR | Tapestry Inc | +0.1% | +4.80% | Add |
| 31 | SNPS | Synopsys Inc | +0.1% | +26.17% | Add |
| 32 | CRWD | Crowdstrike Holdings Inc - A | 0% | +10.97% | Add |
| 33 | ACN | Accenture plc | 0% | +12.68% | Add |
| 34 | TGT | Target CORP | 0% | +61.19% | Add |
| 35 | HON | Honeywell International Inc | 0% | -0.48% | Trim |
| 36 | WMT | Walmart Inc | 0% | -5.43% | Trim |
| 37 | FTI | TechnipFMC plc | 0% | +31.51% | Add |
| 38 | TTWO | Take-two Interactive Softwre | 0% | +0.28% | Add |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.75% | Add |
| 40 | NDAQ | Nasdaq Inc | 0% | +37.89% | Add |
| 41 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +178.81% | Add |
| 42 | OKTA | Okta Inc | 0% | +2135.65% | Add |
| 43 | DIS | Walt Disney Co/the | 0% | -4.51% | Trim |
| 44 | MRVL | Marvell Technology Inc | 0% | -23.51% | Trim |
| 45 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +80.53% | Add |
| 46 | EIX | Edison International | 0% | +149.31% | Add |
| 47 | DELL | Dell Technologies -c | 0% | +224.45% | Add |
| 48 | TEAM | Atlassian Corp-cl A | 0% | +446.42% | Add |
| 49 | JGRO | Jpmorgan Active Growth ETF | 0% | +84.63% | Add |
| 50 | CRM | Salesforce Inc | 0% | -10.54% | Trim |
According to official SEC Form 13F filings, Ameriprise Financial Inc reported a total U.S. public equity portfolio value of $494.7B across 4043 disclosed positions in Q4 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 11.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $2.5B
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $2.7B
During Q4 2024, Ameriprise Financial Inc's top holdings by market value included MSFT (3.9%)、NVDA (3.4%)、AAPL (3.0%). The largest single position, MSFT, represented 3.9% of total portfolio value.
In Q4 2024, Ameriprise Financial Inc made 200 total portfolio adjustments, initiating 4 new buys, adding to 75 positions, trimming 118 holdings, and fully liquidating 3 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.
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