AMERIPRISE FINANCIAL INC
SEC Form 13F institutional filer · CIK 0000820027
13F-HR · 525 reported holdings · 2026-03-31
Financial services firm, provides investment management and advice.
Reported long-US-equity value
$327.70B
Top-10 concentration
27.7%
AMERIPRISE FINANCIAL INC — $328B AUM allocation strategy
AMERIPRISE FINANCIAL INC files SEC Form 13F and reports $328B of long US equity value across 525 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.8%, followed by Communication Services 5.3% and Financials 4.7%.
The top 10 holdings account for 28% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
AMERIPRISE FINANCIAL INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$328B
total across 525 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
28% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +11.9M sh · −$418M+$NFLX +5.69M sh · +$579M+$IVZ +5.67M sh · +$223M
Biggest trims (shares)
−$MDLZ −10.8M sh · −$569M−$BAC −6.99M sh · −$732M−$VTRS −6.83M sh · −$63.8M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors7.4%—
- Interactive Media & Services5.3%—
- Technology Hardware, Storage & Peripherals3.6%—
- Systems Software3.5%—
- Semiconductor Materials & Equipment2.3%—
- Asset Management & Custody Banks2.1%—
- Broadline Retail2.1%—
- Integrated Oil & Gas2.1%—
- Other holdings71.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 92.1M | $16.1B | -2.11M | 4.9% |
| $AAPL | Apple Inc | 46.4M | $11.8B | +881K | 3.6% |
| $MSFT | Microsoft Corporation | 31.1M | $11.5B | -1.73M | 3.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 33M | $9.5B | -1.92M | 2.9% |
| $AVGO | Broadcom Inc | 26.4M | $8.17B | +1.55M | 2.5% |
| $AMZN | Amazon.com Inc | 33.5M | $6.97B | -1.81M | 2.1% |
| $JPM | JP Morgan Chase & Co | 17.2M | $5.04B | -2.34M | 1.5% |
| $META | Meta Platforms Inc | 7.95M | $4.53B | +105K | 1.4% |
| $LRCX | Lam Research Corporation | 20.8M | $4.44B | -2.46M | 1.4% |
…and 516 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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