AMERIPRISE FINANCIAL INC

CIK

820027

City

MINNEAPOLIS

State / Country

Stock

HRB — H&R Block Inc

Top Portfolio Positions

2,947 positions · $338,922,749,629 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	92,071,703	$16,057,304,999	4.74%
AAPL	Apple Inc. Technology	46,428,700	$11,783,139,770	3.48%
MSFT	Microsoft Corp Technology	31,094,882	$11,510,392,465	3.40%
GOOGL	Alphabet Inc. Communication Services	33,034,784	$9,499,482,482	2.80%
AVGO	Broadcom Inc. Technology	26,408,739	$8,173,768,803	2.41%
AMZN	Amazon Com Inc Consumer Cyclical	33,494,412	$6,975,881,184	2.06%
JPM	Jpmorgan Chase & Co Financial Services	17,103,080	$5,031,042,010	1.48%
META	Meta Platforms, Inc. Communication Services	7,908,254	$4,524,549,358	1.33%
LRCX	Lam Research Corp Technology	20,788,130	$4,441,591,851	1.31%
CVX	Chevron Corp Energy	17,153,083	$3,548,972,869	1.05%

Portfolio Trend

25 quarters · across all stocks

Holdings in HRB

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,964,900	345,460	+130.1%	Shares	Defined	2026-05-15
2025-12-31	$6,543,361	150,146	-33.1%	Shares	Defined	2026-02-17
2025-09-30	$11,352,155	224,484	+14.8%	Shares	Defined	2025-11-14
2025-06-30	$10,732,531	195,528	-40.4%	Shares	Defined	2025-08-14
2025-03-31	$18,028,270	328,324	-1.0%	Shares	Defined	2025-05-14
2024-12-31	$17,516,565	331,502	+47.5%	Shares	Defined	2025-02-14
2024-09-30	$14,287,120	224,817	-2.9%	Shares	Defined	2024-11-14
2024-06-30	$12,557,226	231,555	+25.1%	Shares	Defined	2024-08-14
2024-03-31	$9,088,443	185,063	-5.3%	Shares	Defined	2024-05-15
2023-12-31	$9,457,204	195,518	-19.1%	Shares	Defined	2024-02-14
2023-09-30	$10,408,892	241,730	-7.1%	Shares	Defined	2023-11-14
2023-06-30	$8,296,938	260,337	-67.0%	Shares	Defined	2023-08-14
2023-03-31	$27,781,758	788,135	+13.9%	Shares	Defined	2023-05-22
2022-12-31	$25,259,478	691,851	+87.0%	Shares	Defined	2023-02-14
2022-09-30	$15,736,098	369,913	-8.7%	Shares	Defined	2022-11-14
2022-06-30	$14,318,021	405,380	-9.0%	Shares	Defined	2022-08-15
2022-03-31	$11,602,303	445,557	-9.9%	Shares	Defined	2022-05-16
2021-12-31	$11,647,097	494,359	+37.7%	Shares	Defined	2022-02-14
2021-09-30	$8,972,200	358,888	-36.2%	Shares	Defined	2021-11-15
2021-06-30	$13,199,844	562,174	-27.5%	Shares	Defined	2021-08-16
2021-03-31	$16,900,143	775,236	+55.4%	Shares	Defined	2021-05-17
2020-12-31	$7,914,219	499,005	-51.5%	Shares	Defined	2021-02-12
2020-09-30	$16,771,597	1,029,564	+242.9%	Shares	Defined	2020-11-16
2020-06-30	$4,287,725	300,261	-12.6%	Shares	Defined	2020-08-14
2020-03-31	$4,839,577	343,720	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.