Ameriprise Financial, Inc.

Ameriprise Financial, Inc. declares $172.4B in 211 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 34.8% of its $494.7B 13F portfolio. Largest positions: NVIDIA (0.38% of the company) and Alphabet (0.35% of the company). It is a private wealth platform: it holds shares for many client accounts, so its trades are left out of the quarter's moves on /holders. Over time: $172.4B in 211 of these companies for Q2 2026, against $57.3B in 149 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $9.1B and sold $19.2B of these stocks, at the quarter's prices: a net sale of $10.0B; 5 new positions and 1 sold out.

Performance of its AI picks

The AI-stock portfolio Ameriprise Financial, Inc. declared for Q2 2026 (Form 13F), held unchanged, returned +1.2% in Q3 2026 (SMH -7.1%). Over the last 12 months, quarter after quarter: +39.7% (SMH +87.2%). Over three years, quarter after quarter: +175.5% (SMH +325.8%). Over five years, quarter after quarter: +192.3% (SMH +389.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

NVIDIA (NVDA): $18.3B, 91.8M shares, 0.38% of the company, 3.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
Alphabet (GOOGL): $15.3B, 42.9M shares, 0.35% of the company, 3.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
Apple (AAPL): $14.9B, 51.3M shares, 0.35% of the company, 3.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
Microsoft (MSFT): $10.8B, 29.0M shares, 0.39% of the company, 2.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
Broadcom (AVGO): $10.0B, 26.5M shares, 0.56% of the company, 2.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
Lam Research (LRCX): $7.5B, 17.3M shares, 1.4% of the company, 1.5% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
Amazon (AMZN): $7.5B, 31.4M shares, 0.29% of the company, 1.5% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
Bloom Energy (BE): $5.5B, 18.1M shares, 6.1% of the company, 1.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
Micron (MU): $5.0B, 4.3M shares, 0.38% of the company, 1.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
Applied Materials (AMAT): $4.6B, 6.4M shares, 0.81% of the company, 0.93% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
Meta Platforms (META): $4.5B, 8.0M shares, 0.31% of the company, 0.91% of its portfolio (added this quarter); held since Q4 2019 or earlier
Cisco (CSCO): $3.6B, 30.6M shares, 0.78% of the company, 0.73% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
Marvell (MRVL): $2.7B, 9.1M shares, 1.0% of the company, 0.55% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
TSMC (TSM): $2.4B, 5.1M shares, 0.10% of the company, 0.49% of its portfolio (added this quarter); held since Q4 2019 or earlier
Palo Alto Networks (PANW): $2.2B, 6.6M shares, 0.80% of the company, 0.45% of its portfolio (added this quarter); held since Q4 2019 or earlier

By sector

Cloud & AI giants: $53.2B, 31% of its AI holdings, 6 companies
Chips & compute: $44.8B, 26% of its AI holdings, 37 companies
Power, electrical & cooling: $19.6B, 11% of its AI holdings, 47 companies
Equipment & test: $17.7B, 10% of its AI holdings, 26 companies
AI software: $10.5B, 6% of its AI holdings, 30 companies
Interconnect: $9.1B, 5% of its AI holdings, 11 companies
Memory & storage: $9.1B, 5% of its AI holdings, 7 companies
Servers & systems: $3.4B, 2% of its AI holdings, 12 companies
Neoclouds & data centers: $2.9B, 2% of its AI holdings, 25 companies
Optics: $2.1B, 1% of its AI holdings, 10 companies

Biggest changes this quarter

trimmed Marvell (MRVL): -$3.5B at the quarter's price
trimmed Applied Materials (AMAT): -$1.8B at the quarter's price
trimmed Western Digital (WDC): -$1.5B at the quarter's price
trimmed Lam Research (LRCX): -$1.5B at the quarter's price
trimmed Bloom Energy (BE): -$1.4B at the quarter's price
added to Apple (AAPL): +$1.4B at the quarter's price
added to Micron (MU): +$1.2B at the quarter's price
trimmed Microsoft (MSFT): -$783.7M at the quarter's price
trimmed Alphabet (GOOGL): -$741.8M at the quarter's price
added to Amphenol (APH): +$691.9M at the quarter's price

Schedule 13D/G declarations

Bloom Energy (BE): 13G filed Aug 14, 2026: 18.2M shares as of Jun 30, 2026, 6.4% as declared
Semtech (SMTC): 13G filed Aug 14, 2026: 3.5M shares as of Jun 30, 2026, 3.7% as declared
EPAM (EPAM): 13G filed Jul 8, 2026: 5.5M shares as of Jun 30, 2026, 10.5% as declared
EPAM (EPAM): 13G filed May 15, 2026: 3.8M shares as of Mar 31, 2026, 7.3% as declared
Bloom Energy (BE): 13G filed May 15, 2026: 22.9M shares as of Mar 31, 2026, 8.1% as declared
Synaptics (SYNA): 13G filed May 15, 2026: 7.5M shares as of Mar 31, 2026, 19.5% as declared
Synaptics (SYNA): 13G filed Feb 17, 2026: 7.0M shares as of Dec 31, 2025, 18.0% as declared
Synaptics (SYNA): 13G filed Nov 14, 2025: 6.5M shares as of Sep 30, 2025, 16.7% as declared
Advanced Energy Industries (AEIS): 13G filed Nov 14, 2025: 1.8M shares as of Sep 30, 2025, 4.8% as declared
Bloom Energy (BE): 13G filed Oct 7, 2025: 30.1M shares as of Sep 30, 2025, 12.9% as declared

Other holders of this size

Dimensional: $161.4B in 205 of these companies
Franklin Templeton: $188.6B in 202 of these companies
ROYAL BANK OF CANADA: $161.0B in 226 of these companies
Nuveen: $201.5B in 220 of these companies
Deutsche Bank: $149.6B in 219 of these companies
Amundi: $204.0B in 197 of these companies
WELLS FARGO & COMPANY/MN: $146.9B in 226 of these companies
Wellington: $212.6B in 172 of these companies

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