What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0000820027
Total reported value
$494.7B
$494.7B
3924 檔
11.6%
During the Q2 2025 filing period, Ameriprise Financial Inc (CIK: 0000820027) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $494.7B across 3924 reported positions.
In Q2 2025, Ameriprise Financial Inc displayed an active expansion posture, initiating 2 new positions and adding to 118 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3924 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.23% | -0.46% | -0.36% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.86% | -0.01% | +3.59% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.26% | +0.27% | -1.44% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | -0.11% | -0.87% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.84% | +0.14% | +2.97% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.12% | +11.04% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.14% | -1.35% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | -0.02% | -2.28% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.14% | +4.79% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | +0.09% | +2.54% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.18% | +3.56% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.10% | +2.75% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 0.73% | +0.49% | -11.05% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 0.72% | +0.02% | +4.45% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.35% | -3.11% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.08% | -2.72% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | -0.03% | +0.59% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | — | -0.79% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | — | -5.12% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.11% | -1.80% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.09% | -1.41% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 0.55% | -0.07% | -3.72% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.16% | -4.94% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 0.50% | -0.14% | -1.57% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.09% | -0.62% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.01% | +0.15% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.02% | -4.95% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 0.47% | +0.07% | +2.87% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.47% | -0.04% | +7.62% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | -0.02% | -0.47% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.13% | +7.82% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.03% | -25.23% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | — | +0.42% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.42% | -0.03% | +1.13% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.04% | -2.62% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | — | +0.85% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.40% | +0.22% | +13.68% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | -0.04% | -4.51% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.40% | -0.04% | -0.53% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.39% | -0.18% | +8.66% | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.39% | -0.12% | -5.04% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.08% | +0.69% | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.38% | -0.03% | +4.42% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.37% | -0.09% | +16.10% | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.37% | -0.06% | +1.34% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.37% | -0.03% | +6.30% | |
| 47 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.37% | -0.03% | -12.20% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.37% | -0.31% | EXIT | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.04% | -6.06% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.36% | -0.04% | -1.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +3.59% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | -0.36% | Trim |
| 3 | AVGO | Broadcom Inc | +0.7% | +2.97% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +11.04% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.2% | -1.35% | Trim |
| 6 | GILD | Gilead Sciences Inc | +0.1% | +397.59% | Add |
| 7 | ORCL | Oracle CORP | +0.1% | -6.06% | Trim |
| 8 | SNPS | Synopsys Inc | +0.1% | +29.08% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | -2.28% | Trim |
| 10 | AMAT | Applied Materials Inc | +0.1% | +13.68% | Add |
| 11 | DIS | Walt Disney Co/the | +0.1% | +7.62% | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | +18.15% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | -0.87% | Trim |
| 14 | NFLX | Netflix Inc | +0.1% | -1.84% | Trim |
| 15 | MO | Altria Group Inc | +0.1% | +62.45% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | +140.78% | Add |
| 17 | UBER | Uber Technologies Inc | +0.1% | +16.21% | Add |
| 18 | ANET | Arista Networks Inc | +0.1% | +24.49% | Add |
| 19 | WIX | Wix.com Ltd. | +0.1% | +878.98% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.79% | Add |
| 21 | LRCX | Lam Research CORP | +0.1% | -11.05% | Trim |
| 22 | BAC | Bank Of America CORP | +0.1% | +4.45% | Add |
| 23 | MS | Morgan Stanley | +0.1% | +2.87% | Add |
| 24 | AXP | American Express Co | +0.1% | +26.06% | Add |
| 25 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +32.13% | Add |
| 26 | BE | Bloom Energy Corp- A | +0.1% | +12.76% | Add |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +67.96% | Add |
| 28 | NKE | Nike Inc -cl B | +0.1% | +129.35% | Add |
| 29 | EA | Electronic Arts Inc | +0.1% | +44.58% | Add |
| 30 | STZ | Constellation Brands Inc-a | +0.1% | +650.59% | Add |
| 31 | ADI | Analog Devices Inc | +0.1% | +6.30% | Add |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.22% | Add |
| 33 | WDC | Western Digital CORP | +0.1% | +14.59% | Add |
| 34 | GD | General Dynamics CORP | +0.1% | +25.15% | Add |
| 35 | MRVL | Marvell Technology Inc | +0.1% | +16.38% | Add |
| 36 | VRT | Vertiv Holdings Co-a | +0.1% | +49.45% | Add |
| 37 | B | Barrick Mining CORP | +0.1% | NEW | New buy |
| 38 | COR | Cencora Inc | +0.1% | +228.61% | Add |
| 39 | IFF | Intl Flavors & Fragrances | +0.1% | +1842.03% | Add |
| 40 | WMT | Walmart Inc | 0% | +3.56% | Add |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.79% | Trim |
| 42 | ETN | Eaton Corporation plc | 0% | -1.50% | Trim |
| 43 | TEL | TE Connectivity plc | 0% | +7.08% | Add |
| 44 | PH | Parker Hannifin CORP | 0% | +4.42% | Add |
| 45 | C | Citigroup Inc | 0% | +3.66% | Add |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +12.83% | Add |
| 47 | INTU | Intuit Inc | 0% | +0.48% | Add |
| 48 | VGIT | Vanguard Intermediate-term T | 0% | +83.50% | Add |
| 49 | DELL | Dell Technologies -c | 0% | +37.11% | Add |
| 50 | ON | On Semiconductor | 0% | +7.75% | Add |
According to official SEC Form 13F filings, Ameriprise Financial Inc reported a total U.S. public equity portfolio value of $494.7B across 3924 disclosed positions in Q2 2025.
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 11.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
B
市值: $211.3M
Top Position Liquidated / Trimmed
ABX
前期市值: $206.7M
During Q2 2025, Ameriprise Financial Inc's top holdings by market value included MSFT (4.2%)、NVDA (3.9%)、AAPL (2.3%). The largest single position, MSFT, represented 4.2% of total portfolio value.
In Q2 2025, Ameriprise Financial Inc made 200 total portfolio adjustments, initiating 2 new buys, adding to 118 positions, trimming 78 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.
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