Latest AMERIPRISE FINANCIAL INC Stock Portfolio

AMERIPRISE FINANCIAL INC Performance:

2025 Q3: 7.26%YTD: 11.85%2024: 14.25%

Performance for 2025 Q3 is 7.26%, and YTD is 11.85%, and 2024 is 14.25%.

About AMERIPRISE FINANCIAL INC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, AMERIPRISE FINANCIAL INC reported an equity portfolio of $435.4 Billions as of 30 Sep, 2025.

The top stock holdings of AMERIPRISE FINANCIAL INC are NVDA, MSFT, AAPL. The fund has invested 4.1% of it's portfolio in NVIDIA CORP and 3.9% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off HESS CORP (HES), ANSYS INC (ANSS) and PACIFIC PREMIER BANCORP INC (PPBI) stocks. They significantly reduced their stock positions in MOONLAKE IMMUNOTHERAPEUTICS (MLTX), ARIS WATER SOLUTIONS INC-A (ARIS) and ZILLOW GROUP INC - A (Z). AMERIPRISE FINANCIAL INC opened new stock positions in APTIV PLC, COLUMBIA RESEARCH ENHANCED E (ECON) and ISHRS AI IN AND TECH ACT ETF (BECO). The fund showed a lot of confidence in some stocks as they added substantially to JBS NV-A, T ROWE PRC CAP APPRECIATION (TAGG) and PELOTON INTERACTIVE INC-A (PTON).

AMERIPRISE FINANCIAL INC Annual Return Estimates Vs S&P 500

Our best estimate is that AMERIPRISE FINANCIAL INC made a return of 7.26% in the last quarter. In trailing 12 months, it's portfolio return was 11.41%.

New Buys

Ticker	$ Bought
aptiv plc	297,917,000
columbia research enhanced e	126,458,000

New stocks bought by AMERIPRISE FINANCIAL INC

Additions

Ticker	% Inc.
eaton vance total return	7,951
carrier global corp	506
avantis international equity	357
mongodb inc	258
danaher corp	211
emerson electric co	185
royal caribbean cruises ltd	163
wix.com ltd	128

Additions to existing portfolio by AMERIPRISE FINANCIAL INC

Reductions

Ticker	% Reduced
elevance health inc	-61.35
ishares 0-3 month treasury b	-59.14
sempra	-47.41
accenture plc-cl a	-42.56
pultegroup inc	-39.43
kratos defense & security	-37.47
schwab us dvd equity etf	-37.12
bloom energy corp- a	-34.56

AMERIPRISE FINANCIAL INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by AMERIPRISE FINANCIAL INC

Sector Distribution

AMERIPRISE FINANCIAL INC has about 25.3% of it's holdings in Others sector.

Sector	%
Others	25.3
Technology	24.1
Financial Services	10.3
Industrials	8.2
Healthcare	7
Consumer Cyclical	6.7
Communication Services	6.6
Consumer Defensive	3.6
Energy	2.8
Utilities	2.5
Real Estate	1.7
Basic Materials	1.3

Market Cap. Distribution

AMERIPRISE FINANCIAL INC has about 67% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	35.5
MEGA-CAP	31.5
UNALLOCATED	25.4
MID-CAP	6
SMALL-CAP	1.4

Stocks belong to which Index?

About 68.4% of the stocks held by AMERIPRISE FINANCIAL INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	63.6
Others	31.5
RUSSELL 2000	4.8

Top 5 Winners (%)		%
OPEN	opendoor technologies inc	874.9 %
VERI	veritone inc	282.5 %
BE	bloom energy corp- a	209.7 %
KOD	kodiak sciences inc	200.5 %
QURE	uniqure nv	192.6 %

Top 5 Winners ($)		$
NVDA	nvidia corp	2785.0 M
GOOG	alphabet inc-cl a	2565.3 M
AAPL	apple inc	2274.0 M
BE	bloom energy corp- a	2273.0 M
AVGO	broadcom inc	1415.4 M

Top 5 Losers (%)		%
NRIM	northrim bancorp inc	-68.2 %
ACWV	ishares msci hong kong etf	-60.5 %
LFMD	lifemd inc	-48.1 %
HDB	hdfc bank ltd-adr	-47.3 %
PFHC	profrac holding corp-a	-45.0 %

Top 5 Losers ($)		$
ACN	accenture plc-cl a	-208.8 M
HDB	hdfc bank ltd-adr	-185.6 M
CRM	salesforce inc	-176.6 M
V	visa inc-class a shares	-176.2 M
CMCSA	comcast corp-class a	-170.5 M

AMERIPRISE FINANCIAL INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of AMERIPRISE FINANCIAL INC

AMERIPRISE FINANCIAL INC has 3933 stocks in it's portfolio. About 21.8% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for AMERIPRISE FINANCIAL INC last quarter.

Last Reported on: 14 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.08	2,708,590	347,685,000	added	15.06

AAPL	apple inc	2.73	46,731,100	11,907,800,000	added	4.63

AAXJ	ishares mbs etf	0.31	14,290,000	1,357,700,000	added	2.03

AAXJ	ishares 1-5y inv grade corp	0.16	13,162,200	702,692,000	added	2.05

AAXJ	ishares broad usd investment	0.13	11,508,500	579,811,000	added	15.34

AAXJ	ishares msci eafe value etf	0.10	6,214,150	421,502,000	added	18.00

AAXJ	ishares 3-7 year treasury bo	0.07	2,719,800	324,604,000	reduced	-0.8

AAXJ	ishares 10-20 year treasury	0.07	2,946,500	298,295,000	reduced	-2.31

AAXJ	ishares national muni bond e	0.05	1,951,720	207,630,000	added	28.03

AAXJ	ishares 5-10y inv grade corp	0.05	3,745,020	202,275,000	reduced	-2.25

AAXJ	ishares u.s. aerospace & def	0.04	877,965	183,684,000	added	12.9

AAXJ	ishares iboxx high yld corp	0.03	1,818,660	147,320,000	added	18.4

AAXJ	ishares international select	0.03	3,947,660	144,547,000	reduced	0.00

AAXJ	ishares morningstar mid-cap	0.03	1,446,240	119,646,000	reduced	-2.78

ABBV	abbvie inc	0.52	9,675,880	2,241,360,000	added	4.41

ABC	cencora inc	0.05	649,894	203,111,000	reduced	-33.31

ABNB	airbnb inc-class a	0.04	1,630,590	197,964,000	added	47.38

ABT	abbott laboratories	0.41	13,500,800	1,804,050,000	added	3.84

ACN	accenture plc-cl a	0.16	2,912,320	717,927,000	reduced	-42.56

ACSG	xtrackers msci eafe hedged e	0.16	15,319,900	711,499,000	reduced	-11.03