AMERIPRISE FINANCIAL INC

Q2 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
3,955
Total value ($000)
$405,721,742
Net value change ($000)
+35,263,945 (9.5%)
New positions
150
Sold out positions
204
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/14/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 5,284,420 51.0%
MSFT 4,174,699 32.2%
AVGO 3,067,144 70.0%
GOOGL 1,403,097 26.2%
META 1,357,251 26.3%
AMZN 1,011,403 14.2%
JPM 854,653 15.5%
IVV 669,473 15.8%
GILD 596,171 392.3%
AMAT 495,156 43.4%
Top Reduces (Value $000, Stocks/ETFs)
UNH -1,042,131 -51.0%
AAPL -912,456 -9.1%
ABBV -878,668 -33.8%
CVX -501,039 -18.7%
BMY -452,230 -23.1%
MRSH -408,135 -21.4%
XOM -392,660 -12.2%
BDX -353,238 -85.6%
TMO -348,616 -33.7%
EBAY -332,876 -21.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 171,570 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type