13F-HR: Ameriprise Financial Inc Discloses Q2 2024 13F Holdings

Ameriprise Financial Inc's latest 13F filing reveals their holdings as of June 30, 2024, showcasing a diverse investment portfolio.

Summary

• Ameriprise Financial Inc filed its 13F holdings report for the quarter ended June 30, 2024.
• The total value of holdings reported is approximately $369.57 billion.
• The filing includes 10,891 entries detailing the various positions held by the firm.
• The report also lists 13 other investment managers for which Ameriprise Financial Inc is reporting.
• The firm's largest holdings include significant positions in well-known companies across various sectors.

Sentiment

Score: 7

Explanation: The document is a factual report of holdings, so the sentiment is neutral. However, the size and diversity of the portfolio suggest a stable and well-managed investment strategy.

Future Outlook

No specific future outlook or guidance is provided in this 13F filing.

Industry Context

This filing provides a snapshot of a large financial institution's investment decisions, reflecting broader market trends and sector allocations during the specified period.

Comparison to Industry Standards

• Without additional context or specific performance benchmarks, it's challenging to directly compare these holdings to industry standards.
• However, the presence of major companies like Apple, Microsoft, and Amazon aligns with common investment strategies of large asset managers.
• Further analysis would be needed to assess the risk-adjusted performance and sector allocations relative to industry peers like BlackRock, Vanguard, or State Street.

Stakeholder Impact

• The filing provides transparency to Ameriprise Financial Inc's clients and shareholders regarding the firm's investment positions.
• The investment decisions reflected in the filing can impact the performance of the underlying companies and the broader market.

Key Dates