AMERIPRISE FINANCIAL INC

CIK
820027
City
MINNEAPOLIS
State / Country
MN

Top Portfolio Positions

2,931 positions · $336,691,311,981 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
92,071,703 $16,057,304,999 4.77%
AAPL
Apple Inc.
Technology
46,428,700 $11,783,139,770 3.50%
MSFT
Microsoft Corp
Technology
31,094,882 $11,510,392,465 3.42%
GOOGL
Alphabet Inc.
Communication Services
33,034,784 $9,499,482,482 2.82%
AVGO
Broadcom Inc.
Technology
26,408,739 $8,173,768,803 2.43%
AMZN
Amazon Com Inc
Consumer Cyclical
33,494,412 $6,975,881,184 2.07%
JPM
Jpmorgan Chase & Co
Financial Services
17,103,080 $5,031,042,010 1.49%
META
Meta Platforms, Inc.
Communication Services
7,908,254 $4,524,549,358 1.34%
LRCX
Lam Research Corp
Technology
20,788,130 $4,441,591,851 1.32%
CVX
Chevron Corp
Energy
17,153,083 $3,548,972,869 1.05%

Portfolio Trend

52 quarters · across all stocks

Holdings in UGI

Export CSV

Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $60,254,230 1,654,427
2025-12-31 $68,898,298 1,840,724
2025-09-30 $76,055,608 2,286,699
2025-06-30 $90,034,900 2,472,128
2025-03-31 $87,460,757 2,644,716
2024-12-31 $66,795,002 2,366,100
2024-09-30 $39,306,594 1,571,007
2024-06-30 $36,110,047 1,576,858
2024-03-31 $27,915,378 1,137,546
2023-12-31 $26,807,209 1,089,724
2023-09-30 $22,705,899 987,213
2023-06-30 $9,136,112 338,751
2023-03-31 $12,765,677 367,252
2022-12-31 $14,165,447 382,127
2022-09-30 $12,813,994 396,350
2022-06-30 $16,280,097 421,655
2022-03-31 $17,045,746 470,617
2021-12-31 $21,176,215 461,255
2021-09-30 $17,878,322 419,482
2021-06-30 $21,271,293 459,324
2021-03-31 $18,123,221 441,922
2020-12-31 $15,907,534 455,021
2020-09-30 $15,807,775 479,314
2020-06-30 $15,778,110 496,167
2020-03-31 $12,661,022 474,729