AMERIPRISE FINANCIAL INC

CIK

820027

Location

MINNEAPOLIS, MN

Portfolio Value

Mega $333,086,687,672

Diversification

Diversified

Filing Date

Global Rank

#31 / 8,603 — · as of Mar 2026

Top Industry

Semiconductors 11.2%

3Y Alpha vs SPY

-1.2%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+70.9%

SPY

+76.5%

Annualised alpha

-1.3%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

2,949 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.8%

−0.3 pts

Top 5

17.1%

−1.9 pts

Top 10

24.5%

−2.7 pts

HHI

Diversified−15

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.5%	$101,700,201,796	396
Financial Services	13.4%	$44,604,345,380	644
Industrials	10.9%	$36,394,748,979	377
Healthcare	10.4%	$34,579,192,881	431
Consumer Cyclical	8.5%	$28,242,839,603	309
Communication Services	7.4%	$24,533,229,818	105
Consumer Defensive	5.2%	$17,165,751,783	118
Energy	4.3%	$14,188,878,221	148
Utilities	3.2%	$10,552,083,630	79
Real Estate	2.3%	$7,540,991,671	175
Basic Materials	2.1%	$6,940,362,999	140
Unclassified	2.0%	$6,644,060,911	27

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LAC	Lithium Americas Corp.	+7,435,707	7,546,429	$29,808,393
NFLX	Netflix Inc	+5,687,189	18,068,565	$1,737,292,521
EOG	Eog Resources Inc	+4,577,914	10,561,599	$1,526,890,366
CMCSA	Comcast Corp	+4,280,158	42,441,056	$1,218,482,715
CSX	Csx Corp	+3,730,013	26,114,910	$1,072,017,052
LYFT	Lyft, Inc.	+3,721,876	36,481,128	$485,199,000
MRVL	Marvell Technology, Inc.	+3,697,707	20,844,639	$2,064,661,490
BUR	Burford Capital Ltd	+3,602,358	12,318,250	$55,678,489
GAP	Gap Inc	+3,416,484	12,118,674	$293,271,909
ALIT	Alight, Inc. / Delaware	+3,308,890	10,403,503	$121,242,423
ERIC	Ericsson Lm Telephone Co	+3,238,472	3,970,456	$44,747,038
EBAY	Ebay Inc	+3,038,187	15,604,180	$1,420,292,459
CNC	Centene Corp	+3,017,914	10,128,198	$331,597,199
COTY	Coty Inc.	+2,754,835	3,056,670	$6,143,906
RIOT	Riot Platforms, Inc.	+2,691,611	2,788,331	$34,463,769
USB	US Bancorp De	+2,456,023	7,613,208	$395,962,945
HPQ	Hp Inc	+2,440,867	4,947,750	$95,046,275
GDDY	GoDaddy Inc.	+2,388,459	6,297,006	$520,573,484
MTCH	Match Group, Inc.	+2,259,643	13,271,330	$407,562,541
KRMN	Karman Holdings Inc.	+2,207,224	2,832,794	$226,765,156
NLY	Annaly Capital Management Inc	+2,153,420	3,562,608	$75,349,158
CL	Colgate Palmolive Co	+2,153,148	5,200,321	$443,223,354
DXCM	Dexcom Inc	+2,112,533	4,240,784	$266,321,232
TENB	Tenable Holdings, Inc.	+1,937,649	8,499,447	$143,810,642
WIX	Wix.com Ltd.	+1,935,563	6,782,887	$610,934,631
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDLZ	Mondelez International, Inc.	−10,846,533	4,277,958	$246,581,496
ITUB	Itau Unibanco Holding S.A.	−8,552,877	95,311	$798,705
BAC	Bank Of America Corp /De/	−7,003,235	56,760,414	$2,767,070,181
VTRS	Viatris Inc	−6,830,423	20,014,966	$270,402,187
BE	Bloom Energy Corp	−6,327,776	22,889,027	$3,101,234,266
FTI	TechnipFMC plc	−4,301,351	7,709,910	$532,986,075
WFC	Wells Fargo & Company/Mn	−4,215,848	23,497,436	$1,870,630,877
QCOM	Qualcomm Inc/De	−3,804,877	6,042,011	$778,090,173
CCC	CCC Intelligent Solutions Holdings Inc.	−3,582,769	1,110,186	$6,661,116
NCLH	Norwegian Cruise Line Holdings Ltd.	−3,457,551	462,758	$8,653,574
NKE	NIKE, Inc.	−3,449,233	2,492,981	$131,679,253
UTZ	Utz Brands, Inc.	−3,368,097	1,446,392	$11,455,423
DOMO	Domo, Inc.	−3,250,737	97,889	$299,540
DIS	Walt Disney Co	−3,213,390	14,504,365	$1,397,930,696
CAG	Conagra Brands Inc.	−3,169,639	7,679,930	$120,728,496
GLW	Corning Inc /Ny	−3,023,283	6,948,080	$944,730,435
VET	Vermilion Energy Inc.	−2,965,410	5,232,096	$72,098,282
GEN	Gen Digital Inc.	−2,913,709	19,949,585	$375,650,684
GRAB	Grab Holdings Ltd	−2,837,841	7,828,734	$28,653,164
WMT	Walmart Inc.	−2,767,627	27,617,128	$3,432,256,664
WDC	Western Digital Corp	−2,747,292	5,773,133	$1,561,574,741
V	Visa Inc.	−2,706,862	11,009,974	$3,327,654,539
FTNT	Fortinet, Inc.	−2,637,477	1,949,553	$159,317,468
FIGS	FIGS, Inc.	−2,534,726	3,966,339	$58,582,825
SNCY	Sun Country Airlines Holdings, LLC	−2,529,730	92,082	$1,521,193
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	5,747,087	$1,133,440,495
LION	Lionsgate Studios Corp.	7,218,783	$69,228,125
MANE	Veradermics, Inc	514,035	$32,461,309
UMAC	Unusual Machines, Inc.	2,021,418	$25,065,582
VSNT	Versant Media Group, Inc.	533,342	$19,744,318
UAMY	United States Antimony Corp	2,239,801	$19,553,461
DFTX	Definium Therapeutics, Inc.	966,608	$18,268,889
BSM	Black Stone Minerals, L.P.	1,181,399	$17,862,752
SLDB	Solid Biosciences Inc.	2,438,849	$17,559,712
PNFP	Pinnacle Financial Partners, Inc.	203,124	$17,497,100
AMCR	Amcor plc	377,259	$14,996,044
FPS	Forgent Power Solutions, Inc.	502,930	$14,720,760
YSS	York Space Systems Inc.	622,896	$13,809,603
LGN	Legence Corp.	225,952	$12,757,248
LASR	Nlight, Inc.	204,089	$11,637,152
ERAS	Erasca, Inc.	670,597	$10,850,259
TNGX	Tango Therapeutics, Inc.	506,158	$10,588,825
NKTR	Nektar Therapeutics	136,730	$9,837,723
GLNG	Golar Lng Ltd	150,292	$8,132,298
SERV	Serve Robotics Inc. /DE/	786,046	$6,634,227
INDV	Indivior Pharmaceuticals, Inc.	206,879	$6,305,671
CMDB	Costamare Bulkers Holdings Ltd	377,401	$5,838,392
PDS	PRECISION DRILLING Corp	53,901	$5,303,858
SMA	SmartStop Self Storage REIT, Inc.	159,713	$4,836,108
DBVT	DBV Technologies S.A.	231,417	$4,834,300
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	1,717,958	$174,475,812
CIGI	Colliers International Group Inc.	295,332	$43,416,756
SKYT	SkyWater Technology, Inc	2,374,374	$43,118,630
BETA	BETA Technologies, Inc.	804,247	$22,687,806
MMYT	MakeMyTrip Ltd	212,574	$17,456,575
SVV	Savers Value Village, Inc.	1,668,287	$15,581,799
ALKT	Alkami Technology, Inc.	660,581	$15,239,601
HSAI	Hesai Group	437,204	$9,793,367
MNTN	MNTN, Inc.	675,936	$8,070,675
EHAB	Enhabit, Inc.	863,850	$7,964,696
LTBR	LIGHTBRIDGE Corp	628,938	$7,949,775
NAVN	Navan, Inc.	432,041	$7,379,259
TGNA	TEGNA INC	347,849	$6,751,747
AMLX	Amylyx Pharmaceuticals, Inc.	502,366	$6,068,581
FCCO	First Community Corp /Sc/	195,359	$5,792,394
SDRL	SEADRILL Ltd	162,525	$5,623,364
BXMX	Nuveen S&P 500 BuyWrite Income Fund	349,963	$5,144,455
IMCR	Immunocore Holdings plc	135,207	$4,693,034
MDXG	Mimedx Group, Inc.	595,549	$4,031,865
FWRG	First Watch Restaurant Group, Inc.	242,776	$3,661,061
CAPR	Capricor Therapeutics, Inc.	125,169	$3,612,377
HLMN	Hillman Solutions Corp.	394,697	$3,418,075
JBIO	Jade Biosciences, Inc.	187,254	$2,889,329
IKT	Inhibikase Therapeutics, Inc.	1,376,395	$2,821,609
LQDA	Liquidia Corp	81,251	$2,802,346
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,949 positions · $333,086,687,672 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,949 positions by value · page 1 of 59

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	92,071,703	-2,107,559	$16,057,304,999	−8.6%	4.82%
AAPL	Apple Inc. Technology	Added	46,428,700	+894,619	$11,783,139,770	−4.8%	3.54%
MSFT	Microsoft Corp Technology	Reduced	31,094,882	-1,726,757	$11,510,392,465	−27.5%	3.46%
GOOGL	Alphabet Inc. Communication Services	Reduced	33,034,784	-1,916,127	$9,499,482,482	−13.2%	2.85%
AVGO	Broadcom Inc. Technology	Added	26,408,739	+1,553,859	$8,173,768,803	−5.0%	2.45%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	33,494,412	-1,816,902	$6,975,881,184	−14.4%	2.09%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	17,103,080	-2,249,514	$5,031,042,010	−19.3%	1.51%
META	Meta Platforms, Inc. Communication Services	Added	7,908,254	+111,448	$4,524,549,358	−12.1%	1.36%
LRCX	Lam Research Corp Technology	Reduced	20,788,130	-2,462,212	$4,441,591,851	+11.6%	1.33%
CVX	Chevron Corp Energy	Reduced	17,153,083	-839,623	$3,548,972,869	+29.4%	1.07%
WMT	Walmart Inc. Consumer Defensive	Reduced	27,617,128	-2,767,627	$3,432,256,664	+1.4%	1.03%
JNJ	Johnson & Johnson Healthcare	Added	13,779,406	+332,966	$3,368,238,000	+21.0%	1.01%
V	Visa Inc. Financial Services	Reduced	11,009,974	-2,706,862	$3,327,654,539	−30.8%	1.00%
BE	Bloom Energy Corp Industrials	Reduced	22,889,027	-6,327,776	$3,101,234,266	+22.2%	0.93%
AMAT	Applied Materials Inc /De Technology	Reduced	8,942,024	-1,351,228	$3,056,294,379	+15.5%	0.92%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	56,760,414	-7,003,235	$2,767,070,181	−21.1%	0.83%
LLY	ELI LILLY & Co Healthcare	Added	2,984,392	+97,128	$2,744,954,225	−11.5%	0.82%
CSCO	Cisco Systems, Inc. Technology	Added	34,424,101	+1,504,768	$2,670,965,993	+5.3%	0.80%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,362,677	-32,037	$2,518,049,909	−6.7%	0.76%
ABBV	AbbVie Inc. Healthcare	Added	11,068,310	+1,007,672	$2,407,246,738	+4.7%	0.72%
MS	Morgan Stanley Financial Services	Reduced	13,916,490	-265,171	$2,290,236,755	−9.0%	0.69%
MA	Mastercard Inc Financial Services	Added	4,525,069	+362,539	$2,260,995,973	−4.9%	0.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	14,693,469	-687,024	$2,122,324,658	−3.7%	0.64%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	13,244,653	+631,053	$2,115,171,080	+9.2%	0.64%
MRVL	Marvell Technology, Inc. Technology	Added	20,844,639	+3,697,707	$2,064,661,490	+41.7%	0.62%
COP	Conocophillips Energy	Added	15,365,336	+1,620,854	$2,028,224,352	+57.6%	0.61%
MRK	Merck & Co., Inc. Healthcare	Added	16,262,708	+288,299	$1,956,241,142	+16.3%	0.59%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,925,798	-221,686	$1,902,763,469	−11.3%	0.57%
TEL	TE Connectivity plc Technology	Added	9,027,956	+1,498,221	$1,887,023,358	+10.2%	0.57%
ADI	Analog Devices Inc Technology	Added	5,882,234	+49,905	$1,871,373,921	+18.3%	0.56%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	23,497,436	-4,215,848	$1,870,630,877	−27.6%	0.56%
LIN	Linde PLC Basic Materials	Added	3,703,417	+503,410	$1,836,006,007	+34.6%	0.55%
NFLX	Netflix Inc Communication Services	Added	18,068,565	+5,687,189	$1,737,292,521	+49.7%	0.52%
CB	Chubb Ltd Financial Services	Added	5,314,394	+286,152	$1,732,120,432	+10.4%	0.52%
BNY	Bank of New York Mellon Corp Financial Services	Added	14,525,057	+168,691	$1,723,107,509	+3.4%	0.52%
WM	Waste Management Inc Industrials	Added	7,427,407	+743,548	$1,706,743,851	+16.2%	0.51%
GD	General Dynamics Corp Industrials	Added	4,754,802	+78,986	$1,631,943,140	+3.7%	0.49%
VLO	Valero Energy Corp/Tx Energy	Added	6,538,204	+917,456	$1,615,459,441	+76.6%	0.48%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	26,470,718	-1,587,938	$1,605,449,043	+6.1%	0.48%
PH	Parker-Hannifin Corp Industrials	Reduced	1,790,979	-352,464	$1,603,356,037	−14.9%	0.48%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,270,691	-594,354	$1,587,629,376	−27.4%	0.48%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,819,613	+23,174	$1,585,122,516	−4.0%	0.48%
WDC	Western Digital Corp Technology	Reduced	5,773,133	-2,747,292	$1,561,574,741	+6.4%	0.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,252,726	+1,393,849	$1,558,706,297	+66.8%	0.47%
T	At&T Inc. Communication Services	Added	53,281,073	+636,967	$1,544,618,302	+18.1%	0.46%
BLK	BlackRock, Inc. Financial Services	Reduced	1,604,320	-58,566	$1,542,890,583	−13.3%	0.46%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,564,341	+280,238	$1,542,519,037	+18.5%	0.46%
EOG	Eog Resources Inc Energy	Added	10,561,599	+4,577,914	$1,526,890,366	+143.0%	0.46%
CRM	Salesforce, Inc. Technology	Reduced	7,993,915	-874,736	$1,492,224,108	−36.5%	0.45%
ABT	Abbott Laboratories Healthcare	Added	14,119,549	+942,287	$1,449,654,093	−12.2%	0.44%