13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000820027
Total reported value
$494.7B
$494.7B
4056 檔
13.2%
In Q4 2025, Ameriprise Financial Inc's U.S. equity holdings reached a combined market value of $494.7B, distributed across 4056 disclosed stock positions.
Ameriprise Financial Inc executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 1 holdings and trimming 102 positions.
Showing top 200 holdings (of 4056 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.97% | -0.01% | -2.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.46% | -0.11% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.80% | +0.27% | -2.96% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.47% | +0.12% | -8.08% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.94% | +0.14% | -1.37% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | -0.11% | -1.22% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | -0.02% | -7.63% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.14% | -0.38% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.14% | -9.31% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | +0.09% | +4.59% | |
| 11 | LRCX | Lam Research CORP | Stock-Tech | 0.90% | +0.49% | -8.16% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | -0.03% | -3.03% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 0.79% | +0.02% | -2.54% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.18% | +0.31% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.10% | +0.49% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.09% | -2.79% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.35% | -2.88% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.09% | +1.32% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.16% | +0.92% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | — | +2.36% | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 0.60% | +0.22% | -17.79% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 0.58% | -0.07% | +1.86% | |
| 23 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.57% | +0.39% | -3.09% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.11% | +2.05% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 0.57% | +0.07% | -0.55% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | — | -1.72% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.13% | +81.61% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.03% | +3.98% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.08% | +1.64% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.04% | -5.03% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.01% | -0.53% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | -0.02% | +0.63% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.04% | +18.67% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.44% | -0.04% | -5.81% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | — | +0.47% | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.43% | -0.03% | -2.92% | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.40% | -0.14% | -3.84% | |
| 38 | TEL | TE Connectivity plc | Stock-Tech | 0.39% | -0.17% | +11.72% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.38% | +0.10% | +8.35% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | — | +0.25% | |
| 41 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.38% | +0.03% | +7.58% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | — | +0.93% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.02% | -1.38% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.37% | -0.13% | -2.40% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.36% | -0.02% | +5.53% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.36% | -0.03% | -0.68% | |
| 47 | GD | General Dynamics CORP | Stock-Industrials | 0.36% | -0.07% | +28.91% | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.35% | -0.03% | -0.50% | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.35% | -0.01% | -10.50% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.35% | +0.07% | +100.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | -8.08% | Trim |
| 2 | CRM | Salesforce Inc | +0.3% | +81.61% | Add |
| 3 | LLY | Eli Lilly & Co | +0.2% | -2.79% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -3.03% | Trim |
| 5 | LRCX | Lam Research CORP | +0.1% | -8.16% | Trim |
| 6 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +83.89% | Add |
| 7 | WDC | Western Digital CORP | +0.1% | -1.88% | Trim |
| 8 | AMD | Advanced Micro Devices | +0.1% | +64.64% | Add |
| 9 | TXN | Texas Instruments Inc | +0.1% | +67.76% | Add |
| 10 | VZ | Verizon Communications Inc | +0.1% | +69.72% | Add |
| 11 | PEP | Pepsico Inc | +0.1% | +50.53% | Add |
| 12 | GD | General Dynamics CORP | +0.1% | +28.91% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +0.25% | Add |
| 14 | LHX | L3harris Technologies Inc | +0.1% | +145.90% | Add |
| 15 | DIS | Walt Disney Co/the | +0.1% | +18.67% | Add |
| 16 | V | Visa Inc-class A Shares | +0.1% | +4.59% | Add |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +2.05% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +1.32% | Add |
| 19 | WFC | Wells Fargo & Co | +0.1% | +1.86% | Add |
| 20 | SPGI | S&p Global Inc | +0.1% | +30.64% | Add |
| 21 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +367.91% | Add |
| 22 | MSI | Motorola Solutions Inc | +0.1% | +77.17% | Add |
| 23 | USIG | Ishares Broad Usd Investment | +0.1% | +38.74% | Add |
| 24 | AAPL | Apple Inc | +0.1% | -2.96% | Trim |
| 25 | WMT | Walmart Inc | +0.1% | +0.31% | Add |
| 26 | PM | Philip Morris International | +0.1% | +34.62% | Add |
| 27 | MS | Morgan Stanley | +0.1% | -0.55% | Trim |
| 28 | AEP | American Electric Power | +0.1% | +32.42% | Add |
| 29 | TEL | TE Connectivity plc | +0.1% | +11.72% | Add |
| 30 | GS | Goldman Sachs Group Inc | +0.1% | +5.53% | Add |
| 31 | BDX | Becton Dickinson And Co | +0.1% | +437.46% | Add |
| 32 | TEAM | Atlassian Corp-cl A | +0.1% | +146.32% | Add |
| 33 | BNY | Bank Of New York Mellon CORP | +0.1% | +7.58% | Add |
| 34 | PH | Parker Hannifin CORP | +0.1% | -2.92% | Trim |
| 35 | AMZN | Amazon.com Inc | 0% | -1.22% | Trim |
| 36 | WM | Waste Management Inc | 0% | +17.92% | Add |
| 37 | TMO | Thermo Fisher Scientific Inc | 0% | +7.12% | Add |
| 38 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +25.20% | Add |
| 39 | GM | General Motors Co | 0% | +12.61% | Add |
| 40 | CRL | Charles River Laboratories | 0% | +125.62% | Add |
| 41 | IEMG | Ishares Core Msci Emerging | 0% | +61.72% | Add |
| 42 | AXP | American Express Co | 0% | +1.58% | Add |
| 43 | GILD | Gilead Sciences Inc | 0% | +9.12% | Add |
| 44 | NEM | Newmont CORP | 0% | +19.71% | Add |
| 45 | FESM | Fidelity Enhanced Small Cap | 0% | +2263.32% | Add |
| 46 | AVGO | Broadcom Inc | 0% | -1.37% | Trim |
| 47 | QCOM | Qualcomm Inc | 0% | +8.35% | Add |
| 48 | DASH | Doordash Inc - A | 0% | +102.39% | Add |
| 49 | TPR | Tapestry Inc | 0% | +33.40% | Add |
| 50 | MU | Micron Technology Inc | 0% | -8.71% | Trim |
According to official SEC Form 13F filings, Ameriprise Financial Inc reported a total U.S. public equity portfolio value of $494.7B across 4056 disclosed positions in Q4 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 NVDA, MSFT, AAPL) accounted for 13.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
NXE
市值: $78.0M
Top Position Liquidated / Trimmed
MERUS N V
前期市值: $84.6M
During Q4 2025, Ameriprise Financial Inc's top holdings by market value included NVDA (4.0%)、MSFT (3.6%)、AAPL (2.8%). The largest single position, NVDA, represented 4.0% of total portfolio value.
In Q4 2025, Ameriprise Financial Inc made 200 total portfolio adjustments, initiating 2 new buys, adding to 95 positions, trimming 102 holdings, and fully liquidating 1 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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.