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AMERIPRISE FINANCIAL INC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 820027
Institutional-grade research for retail investors

Sector Allocation

  • Technology34.0%$168.2B
  • Other20.4%$100.7B
  • Financials11.6%$57.3B
  • Healthcare7.7%$38.1B
  • Industrials6.5%$32.2B
  • Consumer Discretionary5.4%$26.6B
  • Consumer Staples3.3%$16.4B
  • Energy2.9%$14.5B
  • Utilities2.5%$12.5B
  • Materials2.4%$11.7B

AUM History

13fpro.ai/research/fund/ameriprise-financial-inc-820027

Conviction and streaks

Stable · top 10 = 19.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

NVDA$NVDAConviction hold3.7% weight · held 7 quartersAAPL$AAPLConviction hold3.0% weight · held 7 quartersGOOG$GOOGConviction hold2.3% weight · held 7 quartersMSFT$MSFTConviction hold2.2% weight · held 7 quartersAVGO$AVGOConviction hold2.0% weight · held 7 quartersIVZ$IVZAccumulating+201% shares · 7 quarters runningLYFT$LYFTAccumulating+978% shares · 7 quarters running$Accumulating+41% shares · 7 quarters running$Accumulating+78% shares · 7 quarters running$Accumulating+741% shares · 7 quarters runningSTT$STTTrimming-56% shares · 7 quarters running$Trimming-40% shares · 7 quarters runningATI$ATITrimming-74% shares · 7 quarters running$Trimming-77% shares · 7 quarters runningKTB$KTBTrimming-79% shares · 7 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/ameriprise-financial-inc-820027

AMERIPRISE FINANCIAL INC 13F holdings — Q2 2026

$494.7B portfolio (+14.6% QoQ) · 4,097 holdings · Q2 2026 13F · top 10 are 20% of the stock portfolio

Includes $493.0M of put/call options ($235.4M puts, $257.6M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $494.2B. Weights use the stock portfolio.

All holdings — AMERIPRISE FINANCIAL INC (Q2 2026)

4,097 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

Company
MU$MUMICRON TECHNOLOGY INC$5.0B+32%
AMAT$AMATAPPLIED MATERIALS INC /DE$4.6B-28%
META$METAMeta Platforms, Inc.$4.5B+1%
V$VVISA INC.$4.2B+12%
GOOG$GOOGAlphabet Inc.$3.8B-10%
LLY$LLYELI LILLY & Co$3.6B+0.4%
CSCO$CSCOCISCO SYSTEMS, INC.$3.6B-11%
JNJ$JNJJOHNSON & JOHNSON$3.4B-3%
CVX$CVXCHEVRON CORP$3.3B+15%
BAC$BACBANK OF AMERICA CORP /DE/$3.2B+0.5%
WMT$WMTWalmart Inc.$3.1B-0.7%
— VANGUARD S&P 500 ETF - COMetf/fund$3.0B+19%
MS$MSMORGAN STANLEY$2.9B+1%
ABBV$ABBVAbbVie Inc.$2.9B+4%
QQQ$QQQINVESCO QQQ TRUST, SERIES 1etf/fund$2.8B+0.1%

What changed in Q2 2026

Against the previous quarter's 13F: 237 new, 1,933 added to, 1,838 trimmed, 190 sold out. Share-count changes; largest moves by dollar size first.

New positions (237)

  • HONA$HONAHoneywell Aerospace Inc.$740.9M

    first bought this quarter

  • SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$184.7M

    first bought this quarter

  • ARXS$ARXSArxis, Inc.$122.6M

    first bought this quarter

  • MSTR$MSTRPUTStrategy Inc$86.9M

    first bought this quarter

  • IBIT$IBITCALLiShares Bitcoin Trust ETF$83.2M

    first bought this quarter

  • CDNL$CDNLCardinal Infrastructure Group Inc.$72.6M

    first bought this quarter

+231 more in the Excel export

Added to (1,933)

  • KLAC$KLACKLA CORP+713%

    now $2.2B · held 7+ qtrs

  • ISHARES RUSSELL 1000 VALUE E - COM+625%

    now $2.1B

  • VANGUARD GROWTH ETF - COM+489%

    now $2.0B

  • AAPL$AAPLApple Inc.+11%

    now $14.9B · held 7+ qtrs, 2 adds in a row

  • MU$MUMICRON TECHNOLOGY INC+32%

    now $5.0B · held 7+ qtrs, 2 adds in a row

  • VANGUARD MID-CAP ETF - COM+285%

    now $999.2M

+1,927 more in the Excel export

Trimmed (1,838)

  • MRVL$MRVLMarvell Technology, Inc.-56%

    now $2.7B · held 7+ qtrs

  • AMAT$AMATAPPLIED MATERIALS INC /DE-28%

    now $4.6B · held 7+ qtrs, 3 trims in a row

  • WDC$WDCWESTERN DIGITAL CORP-41%

    now $2.2B · held 7+ qtrs, 3 trims in a row

  • LRCX$LRCXLAM RESEARCH CORP-17%

    now $7.5B · held 7+ qtrs, 5 trims in a row

  • BE$BEBloom Energy Corp-21%

    now $5.5B · held 7+ qtrs, 4 trims in a row

  • MSFT$MSFTMICROSOFT CORP-7%

    now $10.8B · held 7+ qtrs, 2 trims in a row

+1,832 more in the Excel export

Sold out (190)

  • QQQ$QQQPUTINVESCO QQQ TRUST, SERIES 1was $288.6M
  • ASND$ASNDCALLAscendis Pharma A/Swas $94.1M
  • CTRA$CTRACoterra Energy Inc.was $63.9M

    held 6+ qtrs

  • NUVL$NUVLNuvalent, Inc.was $57.8M

    held 6+ qtrs

  • WMT$WMTPUTWalmart Inc.was $49.7M
  • HOLX$HOLXHOLOGIC INCwas $46.7M

+184 more in the Excel export

Share

Holdings by quarter

Every 13F AMERIPRISE FINANCIAL INC has filed, 40 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of AMERIPRISE FINANCIAL's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-3.8%

Value-weighted move of the 10 largest stock positions

Turnover

10%

Last quarter; 28% over the last 4

Top 10 weight

20%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

AMERIPRISE FINANCIAL INC disclosed 4,097 positions worth $494.7B in its Form 13F-HR for Q2 2026 — $494.2B in common stock plus $493.0M of put/call option positions (reported at underlying notional value, not premium at risk), led by $NVDA (NVIDIA CORP) at 3.7% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 237 new positions and exited 190 — including a new stake in $HONA and a full exit from $QQQ. The portfolio is most concentrated in Technology (34.0% of disclosed assets). All figures are sourced directly from AMERIPRISE FINANCIAL INC’s Form 13F-HR filing with the SEC under CIK 820027.

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AI-Powered Hedge Fund Analysis: AMERIPRISE FINANCIAL INC

13F Pro is an AI hedge fund tracker and stock research platform. For AMERIPRISE FINANCIAL INC (SEC CIK: 820027), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in AMERIPRISE FINANCIAL INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.