DOSSIER · 13F-HR · Q2 2026

AMERIPRISE FINANCIAL INC

$494.7B in tracked AUM across 11,508 positions as of Q2 2026.

AF
CIK 0000820027 · last filed Jun 30, 2026
Total AUM
$494.7B
as of Q2 2026
Holdings
11,508
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Ameriprise Financial's 13F portfolio eased to $431.8B in Q1 2026 from $442.5B, with reductions concentrated in its largest single names — Microsoft (-$4.4B), Nvidia (-$1.5B), Visa (-$1.5B), and Alphabet (-$1.4B). Nvidia (3.72%), Apple (2.73%), and Microsoft (2.66%) still lead a broadly diversified advisory book. The firm built Johnson & Johnson (+$587M) and opened new stakes in Invesco QQQ, Marvell, ConocoPhillips, Netflix, and the iShares 7-10Y Treasury ETF, while exiting Salesforce, Disney, BlackRock, Qualcomm, and IBM.

Ameriprise Financial's Q1 2026 filing spans $431.8B across 11,197 positions, down from $442.5B. The top of the book is mega-cap technology — Nvidia (3.72%), Apple (2.73%), Microsoft (2.66%), Alphabet (2.20%), and Broadcom (1.89%) — but the weights are more spread out than at a concentrated stock-picker, reflecting its advisory character.

Position changes
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$18.3B91.8M3.7%
02
AAPL
APPLE INC
$14.9B51.3M3.0%
03
GOOGL
ALPHABET INC-CL A
$11.5B32.2M2.3%
04
MSFT
MICROSOFT CORP
$10.9B29.1M2.2%
05
AVGO
BROADCOM INC
$10.0B26.5M2.0%
06
LRCX
LAM RESEARCH CORP
$7.5B17.3M1.5%
07
AMZN
AMAZON.COM INC
$7.5B31.4M1.5%
08
JPM
JPMORGAN CHASE & CO
$5.7B17.3M1.1%
09
BE
BLOOM ENERGY CORP- A
$5.5B18.2M1.1%
10
IVV
ISHARES CORE S&P 500 ETF
$5.4B7.2M1.1%

Filing history

2026Q2Jun 30
$494.7B 14.6%
11,508 positionsView →
2026Q1Mar 31
$431.8B 2.4%
11,197 positionsView →
2025Q4Dec 31
$442.5B 1.6%
11,224 positionsView →
2025Q3Sep 30
$435.4B 7.3%
11,107 positionsView →
2025Q2Jun 30
$405.7B 9.5%
10,976 positionsLocked
2025Q1Mar 31
$370.5B 4.9%
11,118 positionsLocked
2024Q4Dec 31
$389.7B 0.0%
11,410 positionsLocked
2024Q3Sep 30
$389.9B 5.5%
11,059 positionsLocked
2024Q2Jun 30
$369.6B 1.7%
10,891 positionsLocked
2024Q1Mar 31
$363.4B 8.8%
10,814 positionsLocked
2023Q4Dec 31
$334.0B 9.7%
11,153 positionsLocked
2023Q3Sep 30
$304.6B 4.5%
11,163 positionsLocked
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