Michael G. Clarke

@Ameriprise Financial Inc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$389.937B

Total holdings3911

Assets growth rate5.52%

Assets growth rate (2-Q avg)3.62%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ameriprise Financial Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3911 positions.

Assets under management

The assets under management (AUM) of Ameriprise Financial Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 389.937B in assets, with a quarterly growth rate of 5.52% and a 2-quarter average growth rate of 3.62%. The portfolio is managed by Michael G. Clarke, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XLKTechnology Select Sect Spdr Recent Activity Increased 30.52%	0.32%	$1.241B 5.497M shares@ $225.82 avg price	Increased 30.52%
LMTLockheed Martin Corp Recent Activity Increased 2.38%	0.3%	$1.157B 1.989M shares@ $581.67 avg price	Increased 2.38%
TAt&t Inc Recent Activity Increased 1.78%	0.3%	$1.154B 52.476M shares@ $22.01 avg price	Increased 1.78%
AGGIshares Core U.s. Aggregate Recent Activity Increased 7.23%	0.29%	$1.104B 10.907M shares@ $101.25 avg price	Increased 7.23%
PLDPrologis Inc Recent Activity Increased 4.23%	0.28%	$1.088B 8.628M shares@ $126.09 avg price	Increased 4.23%
BMYBristol-myers Squibb Co Recent Activity Increased 13.61%	0.27%	$1.039B 20.067M shares@ $51.77 avg price	Increased 13.61%
MDTMedtronic Plc Recent Activity Increased 4.71%	0.27%	$1.029B 11.428M shares@ $90.04 avg price	Increased 4.71%
RTXRtx Corp Recent Activity Increased 1.84%	0.27%	$1.022B 8.437M shares@ $121.16 avg price	Increased 1.84%
INTUIntuit Inc Recent Activity Increased 1.78%	0.27%	$1.022B 1.645M shares@ $620.99 avg price	Increased 1.78%
VLOValero Energy Corp Recent Activity Increased 7.94%	0.27%	$1.014B 7.509M shares@ $135.04 avg price	Increased 7.94%