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CIK: 0000820027
Total reported value
$494.7B
$494.7B
4014 檔
11.5%
The Q1 2026 SEC filing reveals that Ameriprise Financial Inc held a total portfolio value of $494.7B, covering 4014 public equity positions.
Ameriprise Financial Inc executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 3 holdings and trimming 98 positions.
Showing top 200 holdings (of 4014 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.72% | -0.01% | -2.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.73% | +0.27% | +1.96% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | -0.46% | -5.26% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.20% | +0.12% | -5.48% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.89% | +0.14% | +6.25% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | -0.11% | -5.15% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.02% | -11.62% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.14% | +1.43% | |
| 9 | LRCX | Lam Research CORP | Stock-Tech | 1.03% | +0.49% | -10.59% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.14% | -20.43% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.16% | -4.67% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | -0.03% | -4.27% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.18% | -9.11% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.09% | +2.48% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | +0.09% | -19.73% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.35% | -16.82% | |
| 17 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.72% | +0.39% | -21.66% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 0.71% | +0.22% | -13.13% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 0.64% | +0.02% | -10.98% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.09% | +3.36% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | +0.11% | +4.57% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | — | -0.73% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.03% | +10.02% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 0.53% | +0.07% | -1.87% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | — | +8.71% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | -0.02% | +1.99% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.10% | -25.92% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.08% | -4.47% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.49% | -0.04% | +5.00% | |
| 30 | MRVL | Marvell Technology Inc | Stock-Tech | 0.48% | +0.07% | +21.56% | |
| 31 | COP | Conocophillips | Stock-Energy | 0.47% | -0.18% | +11.79% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | — | +1.80% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | +0.01% | -7.04% | |
| 34 | TEL | TE Connectivity plc | Stock-Tech | 0.44% | -0.17% | +19.90% | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 0.43% | -0.03% | +0.86% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.43% | -0.07% | -15.21% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.43% | -0.03% | +15.73% | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.41% | -0.05% | +22.72% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | — | +3.52% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.20% | +45.93% | |
| 41 | CB | Chubb Limited | Stock-Financials | 0.40% | -0.03% | +5.69% | |
| 42 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.40% | +0.03% | +1.18% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.40% | -0.08% | +11.12% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.38% | -0.07% | +1.69% | |
| 45 | VLO | Valero Energy CORP | Stock-Energy | 0.37% | -0.09% | +16.32% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.37% | -0.06% | -5.66% | |
| 47 | PH | Parker Hannifin CORP | Stock-Industrials | 0.37% | -0.03% | -16.44% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.04% | -12.22% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.02% | +0.48% | |
| 50 | WDC | Western Digital CORP | Stock-Tech | 0.36% | +0.08% | -32.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AZN | AstraZeneca PLC | +0.3% | NEW | New buy |
| 2 | EOG | Eog Resources Inc | +0.2% | +76.51% | Add |
| 3 | CVX | Chevron CORP | +0.2% | -4.67% | Trim |
| 4 | COP | Conocophillips | +0.2% | +11.79% | Add |
| 5 | CRUX | Columbia Core Bond ETF | +0.2% | NEW | New buy |
| 6 | VLO | Valero Energy CORP | +0.2% | +16.32% | Add |
| 7 | MU | Micron Technology Inc | +0.2% | +103.27% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +74.98% | Add |
| 9 | MRVL | Marvell Technology Inc | +0.2% | +21.56% | Add |
| 10 | JNJ | Johnson & Johnson | +0.2% | +2.48% | Add |
| 11 | BE | Bloom Energy Corp- A | +0.2% | -21.66% | Trim |
| 12 | NFLX | Netflix Inc | +0.1% | +45.93% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.1% | -16.82% | Trim |
| 14 | LRCX | Lam Research CORP | +0.1% | -10.59% | Trim |
| 15 | LIN | Linde plc | +0.1% | +15.73% | Add |
| 16 | EQIX | Equinix Inc | +0.1% | +40.56% | Add |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +122.67% | Add |
| 18 | AMAT | Applied Materials Inc | +0.1% | -13.13% | Trim |
| 19 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +57.47% | Add |
| 20 | VCIT | Vanguard Int-term Corporate | +0.1% | +62.51% | Add |
| 21 | PM | Philip Morris International | +0.1% | +28.96% | Add |
| 22 | MSI | Motorola Solutions Inc | +0.1% | +28.53% | Add |
| 23 | EBAY | Ebay Inc | +0.1% | +24.18% | Add |
| 24 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +22.72% | Add |
| 25 | ETN | Eaton Corporation plc | +0.1% | +27.46% | Add |
| 26 | ADI | Analog Devices Inc | +0.1% | +0.86% | Add |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +1.80% | Add |
| 28 | AEP | American Electric Power | +0.1% | +12.57% | Add |
| 29 | PEP | Pepsico Inc | +0.1% | +15.98% | Add |
| 30 | CSX | Csx CORP | +0.1% | +16.66% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.54% | Add |
| 32 | WM | Waste Management Inc | +0.1% | +11.12% | Add |
| 33 | ROST | Ross Stores Inc | +0.1% | +157.96% | Add |
| 34 | KEYS | Keysight Technologies In | +0.1% | +173.80% | Add |
| 35 | LHX | L3harris Technologies Inc | +0.1% | +26.10% | Add |
| 36 | VZ | Verizon Communications Inc | +0.1% | +0.97% | Add |
| 37 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +37.09% | Add |
| 38 | BND | Vanguard Total Bond Market | +0.1% | +58.45% | Add |
| 39 | TMUS | T-mobile US Inc | +0.1% | +40.07% | Add |
| 40 | T | At&t Inc | +0.1% | +1.21% | Add |
| 41 | EMR | Emerson Electric Co | +0.1% | +59.00% | Add |
| 42 | FLOT | Ishares Floating Rate Bond E | +0.1% | +204.24% | Add |
| 43 | CL | Colgate-palmolive Co | +0.1% | +70.66% | Add |
| 44 | FERG | Ferguson Enterprises Inc | +0.1% | +305.87% | Add |
| 45 | AVEM | Avantis Emerging Markets Eq | +0.1% | +82.11% | Add |
| 46 | WELL | Welltower Inc | +0.1% | +31.11% | Add |
| 47 | KLAC | Kla CORP | +0.1% | -3.48% | Trim |
| 48 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +14.60% | Add |
| 49 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +33.81% | Add |
| 50 | TJX | Tjx Companies Inc | +0.1% | +5.00% | Add |
According to official SEC Form 13F filings, Ameriprise Financial Inc reported a total U.S. public equity portfolio value of $494.7B across 4014 disclosed positions in Q1 2026.
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, AAPL, MSFT) accounted for 11.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $1.1B
Top Position Liquidated / Trimmed
AZNN
前期市值: $965.7M
During Q1 2026, Ameriprise Financial Inc's top holdings by market value included NVDA (3.7%)、AAPL (2.7%)、MSFT (2.7%). The largest single position, NVDA, represented 3.7% of total portfolio value.
In Q1 2026, Ameriprise Financial Inc made 200 total portfolio adjustments, initiating 2 new buys, adding to 97 positions, trimming 98 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.
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