AMERIPRISE FINANCIAL INC — 13F Holdings & Portfolio
CIK 820027 · latest 13F-HR filed 2026-07-17
AMERIPRISE FINANCIAL INC manages $2.5M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ZURA (67.91%), MIST (32.09%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 4,012, added to 0, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
MINNEAPOLIS, MN 55474
$2.5M
Long-equity book
2
Distinct positions
2026-03-31
Filed 2026-07-17
+2 / −4012 / ↑0 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Exited Positions
- NVIDIA CORP$16.06B
- APPLE INC$11.78B
- MICROSOFT CORP$11.50B
- ALPHABET INC-CL A$9.50B
- BROADCOM INC$8.17B
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $431.76B | 11,197 | 0001193125-26-225866 |
| 2026-03-31 | 2026-07-17 | $2.5M | 2 | 0001193125-26-307058 |
| 2026-03-31 | 2026-07-17 | $431.78B | 11,197 | 0001193125-26-307051 |
| 2025-12-31 | 2026-02-17 | $442.51B | 11,224 | 0001193125-26-053888 |
| 2025-09-30 | 2025-11-14 | $435.39B | 11,107 | 0001193125-25-282109 |