Ameriprise
NU icon

Ameriprise’s Nu Holdings NU Stock Holding History

Ameriprise’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$293M Sell
20,367,814
-543,929
-3% -$8.82M 0.07% 291
2025
Q4 		$350M Sell
20,911,743
-2,237,278
-10% -$36M 0.08% 254
2025
Q3 		$371M Buy
23,149,021
+5,827,797
+34% +$81.3M 0.09% 246
2025
Q2 		$238M Buy
17,321,224
+5,114,895
+42% +$61.2M 0.06% 312
2025
Q1 		$125M Buy
12,206,329
+4,725,868
+63% +$55.9M 0.03% 453
2024
Q4 		$77.5M Buy
7,480,461
+504,885
+7% +$6.72M 0.02% 650
2024
Q3 		$95.2M Buy
6,975,576
+1,926,911
+38% +$25.9M 0.02% 580
2024
Q2 		$65.1M Buy
5,048,665
+1,833,114
+57% +$21.3M 0.02% 688
2024
Q1 		$38.4M Buy
3,215,551
+1,213,528
+61% +$12.4M 0.01% 935
2023
Q4 		$16.7M Buy
2,002,023
+1,710,545
+587% +$13.8M 0.01% 1376
2023
Q3 		$2.11M Buy
291,478
+72,546
+33% +$543K ﹤0.01% 2789
2023
Q2 		$1.73M Buy
218,932
+9,270
+4% +$57K ﹤0.01% 2945
2023
Q1 		$998K Sell
209,662
-4,569,967
-96% -$20.4M ﹤0.01% 3157
2022
Q4 		$19.5M Sell
4,779,629
-1,925,881
-29% -$8.37M 0.01% 1241
2022
Q3 		$29.5M Buy
6,705,510
+616,742
+10% +$2.83M 0.01% 943
2022
Q2 		$22.8M Buy
6,088,768
+5,903,714
+3,190% +$29.9M 0.01% 1137
2022
Q1 		$1.43M Buy
+185,054
New +$1.49M ﹤0.01% 3057

Other funds holding NU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return