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Equibles

AMERIPRISE FINANCIAL INC

Position in BCAT — BlackRock Capital Allocation Term Trust

CIK 820027 MINNEAPOLIS, MN
Back to BCAT Full portfolio

Position in BCAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$9,252,239
+$7,550,140 QoQ
Shares Held
580,806
+382.2% QoQ
Ownership
0.549%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 110 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BCAT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

AMERIPRISE FINANCIAL INC holds $3,455,239,094 across 244 Asset Management names. BCAT ranks #44 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 1,150,014 $1,105,807,458
2 STT
State Street Corp
 1,652,396 $280,246,359
3 BX
Blackstone Inc.
 1,508,395 $177,492,837
4 TROW
Price T Rowe Group Inc
 1,419,061 $161,333,043
5 BN
BROOKFIELD Corp /ON/
 2,387,558 $101,686,093
6 CG
Carlyle Group Inc.
 2,026,772 $85,347,367
7 KKR
KKR & Co. Inc.
 886,421 $81,355,717
8 ARCC
Ares Capital Corp
 4,122,134 $76,383,141

All Filings in BCAT

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,252,239 580,806
2026-03-31 $1,702,099 120,460
2025-12-31 $1,710,372 120,789
2025-09-30 $1,721,644 116,406
2025-06-30 $1,728,700 114,181
2025-03-31 $704,001 48,889
2024-12-31 $674,599 44,528
2024-09-30 $718,601 43,684
2024-06-30 $741,863 45,208
2024-03-31 $729,458 43,785
2023-12-31 $705,983 47,223
2023-09-30 $715,197 49,358
2023-06-30 $710,146 46,567
2023-03-31 $715,001 47,226
2022-12-31 $681,557 49,139
2022-09-30 $633,981 46,582
2022-06-30 $631,356 43,096
2022-03-31 $279,201 16,860
2021-12-31 $405,007 20,823
2021-09-30 $817,999 40,495
2021-06-30 $205,715 9,402