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Ameriprise Financial portfolio

Wealth adviser
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Portfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Ameriprise Financial reported a $494 bn portfolio of 3,932 companies (3,999 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are NVDA, GOOGL, AAPL.

Stock portfolio
$494 bn
Companies
3,932
3,999 positions (by CUSIP)Top 10: 20%
Turnover
12%
Copying its 13F, 5 years
—
Not calculated: not counted as a concentrated manager

Sections with a free account

What it reported after the quarter end (Q2 2026)

The 13F shows the portfolio as of Jun 30, 2026. Since then Ameriprise Financial has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.

Plus 25 more, in its EDGAR filings.

What changed this quarter

3727 positions with a change (165 new, 1752 added to, 1692 trimmed, 118 sold); also, 23 entered through an IPO, 40 exited through an acquisition or merger, 9 entered through a spin-off.

No moves of 0.5 points of the portfolio or more.

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.

Top holdings

Portfolio by sector

  • ● Information Technology 27%
  • ● No sector 22%
  • ● Financials 10%
  • ● Industrials 9%
  • ● Health Care 8%
  • ● Communication Services 6%
  • ● Consumer Discretionary 6%
  • ● Consumer Staples 3%
  • ● Energy 3%
  • ● Utilities 2%
  • ● Materials 2%
  • ● Real Estate 2%

13F filings with amendments or confidential positions

Declared options (25)

Besides stocks, Ameriprise Financial declared 11 puts (they gain if the stock falls) and 14 calls (they gain if it rises) with a notional of $493M. The 13F reports the value of the underlying shares, not the premium paid, so these figures look large and are not added to the portfolio. Nor does it say whether the option is bought or written, or its strike or expiry: it may be a hedge.

Stakes above 5% (13D/13G)

Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.

How we classify it

Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs; it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided

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When the next 13F is filed, we email you (if you turn it on) and it shows in your list. No credit card.

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