Ameriprise Financial Inc
AMP- 交易所
- NYSE
- 產業
- Investment Advice
- SEC CIK
- 0000820027
近 90 天,Ameriprise Financial Inc 內部人申報 0 筆公開市場買進、5 筆賣出;2026 年第 2 季末有 1,396 家機構在 13F 申報持有,市值合計 $358.9 億;沒有大師持有。
2021 年第 3 季 13F 持有人
Ameriprise Financial Inc 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 927
- 較 2021 年第 2 季 +46 家
- 持有股數
- 9,313 萬
- 較 2021 年第 2 季 −168.4 萬 (−1.8%)
- 總市值
- $246.1 億
- 較 2021 年第 2 季 +$10.2 億 (+4.3%)
- 新進機構
- 90
- 另有 297 家加碼
- 清倉機構
- 44
- 另有 336 家減碼
另有 11 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 AMP 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,396 | $358.9 億 |
| 2026 年第 1 季 | 1,394 | $348.6 億 |
| 2025 年第 4 季 | 1,426 | $391.8 億 |
| 2025 年第 3 季 | 1,363 | $390.5 億 |
| 2025 年第 2 季 | 1,363 | $430.4 億 |
| 2025 年第 1 季 | 1,369 | $402.0 億 |
| 2024 年第 4 季 | 1,392 | $441.7 億 |
| 2024 年第 3 季 | 1,267 | $388.4 億 |
| 2024 年第 2 季 | 1,250 | $357.6 億 |
| 2024 年第 1 季 | 1,243 | $367.8 億 |
| 2023 年第 4 季 | 1,163 | $320.3 億 |
| 2023 年第 3 季 | 1,087 | $280.6 億 |
| 2023 年第 2 季 | 1,079 | $286.3 億 |
| 2023 年第 1 季 | 1,039 | $267.2 億 |
| 2022 年第 4 季 | 1,028 | $273.7 億 |
| 2022 年第 3 季 | 942 | $223.3 億 |
| 2022 年第 2 季 | 956 | $213.1 億 |
| 2022 年第 1 季 | 997 | $274.7 億 |
| 2021 年第 4 季 | 987 | $277.0 億 |
| 2021 年第 3 季 | 927 | $246.1 億 |
| 2021 年第 2 季 | 892 | $236.4 億 |
| 2021 年第 1 季 | 885 | $223.3 億 |
2021 年第 3 季持有機構
每家機構持有 Ameriprise Financial Inc 的股數、市值與佔組合比重;股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| One Wealth Advisors, LLC | 2,276 | $60.1 萬 | 0.18% | −1,474−39.3% | 減碼 |
| Guinness Asset Management LTD | 2,330 | $61.5 萬 | 0.03% | +1,040+80.6% | 加碼 |
| Penobscot Investment Management Company, Inc. | 2,355 | $62.2 萬 | 0.09% | 00.0% | 不變 |
| Mairs & Power Inc | 2,362 | $62.4 萬 | 0.01% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 2,371 | $62.6 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,382 | $62.9 萬 | 0.09% | +2+0.1% | 加碼 |
| Carroll Financial Associates, Inc. | 2,382 | $62.9 萬 | 0.04% | +11+0.5% | 加碼 |
| OneAscent Wealth Management LLC | 2,381 | $62.9 萬 | 0.72% | +2,381 | 新進 |
| Cito Capital Group, LLC | 2,401 | $63.4 萬 | 0.30% | 00.0% | 不變 |
| Gabelli Funds LLC | 2,400 | $63.4 萬 | 0.00% | 00.0% | 不變 |
| Pettee Investors, Inc. | 2,400 | $63.4 萬 | 0.30% | 00.0% | 不變 |
| BBVA USA | 2,450 | $64.7 萬 | 0.04% | −131−5.1% | 減碼 |
| HighPoint Advisor Group LLC | 2,459 | $64.9 萬 | 0.06% | +6+0.2% | 加碼 |
| Coastal Investment Advisors, Inc. | 2,467 | $65.2 萬 | 0.15% | 00.0% | 不變 |
| Vectors Research Management, LLC | 2,480 | $65.5 萬 | 0.15% | −20−0.8% | 減碼 |
| HNP Capital LLC | 2,480 | $65.5 萬 | 0.16% | −20−0.8% | 減碼 |
| Echo Street Capital Management LLC | 2,495 | $65.9 萬 | 0.00% | −82−3.2% | 減碼 |
| Achmea Investment Management B.V. | 2,514 | $66.4 萬 | 0.02% | +101+4.2% | 加碼 |
| Brendel Financial Advisors LLC | 2,534 | $66.9 萬 | 0.80% | 00.0% | 不變 |
| B. Riley Wealth Management, Inc. | 2,535 | $67.0 萬 | 0.05% | +2,535 | 新進 |
| Boston Financial Mangement LLC | 2,547 | $67.3 萬 | 0.03% | +419+19.7% | 加碼 |
| DRW Securities, LLC | 2,613 | $69.0 萬 | 0.20% | +1,633+166.6% | 加碼 |
| Sound Financial Strategies Group, LLC | 2,623 | $69.3 萬 | 0.35% | +81+3.2% | 加碼 |
| RFG Advisory, LLC | 2,631 | $69.5 萬 | 0.06% | +65+2.5% | 加碼 |
| Virtu Financial LLC | 2,660 | $70.3 萬 | 0.06% | +2,660 | 新進 |
| Gibraltar Capital Management, Inc. | 2,707 | $71.5 萬 | 0.36% | −49−1.8% | 減碼 |
| TNF LLC | 2,437 | $71.6 萬 | 0.31% | +2,437 | 新進 |
| Cetera Advisor Networks LLC | 2,727 | $72.0 萬 | 0.01% | +351+14.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 2,731 | $72.1 萬 | 0.10% | +201+7.9% | 加碼 |
| First Commonwealth Financial Corp | 2,734 | $72.2 萬 | 0.26% | −111−3.9% | 減碼 |
| Algert Global LLC | 2,746 | $72.5 萬 | 0.10% | +2,746 | 新進 |
| Summit Financial, LLC | 2,746 | $72.5 萬 | 0.06% | +1,610+141.7% | 加碼 |
| Ossiam | 2,763 | $73.0 萬 | 0.02% | −775−21.9% | 減碼 |
| Plimoth Trust Co LLC | 2,780 | $73.5 萬 | 0.21% | −25−0.9% | 減碼 |
| Bradley Foster & Sargent Inc | 2,805 | $74.1 萬 | 0.02% | 00.0% | 不變 |
| Ritholtz Wealth Management | 2,827 | $74.7 萬 | 0.05% | +64+2.3% | 加碼 |
| Copperwynd Financial, LLC | 2,857 | $75.5 萬 | 0.31% | −5−0.2% | 減碼 |
| Trust Co of Vermont | 2,881 | $76.1 萬 | 0.05% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,889 | $76.3 萬 | 0.10% | +1,181+69.1% | 加碼 |
| Meristem Family Wealth, LLC | 2,912 | $76.9 萬 | 0.07% | +274+10.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,917 | $77.0 萬 | 0.08% | −100−3.3% | 減碼 |
| Nomura Holdings Inc | 2,882 | $77.4 萬 | 0.01% | +820+39.8% | 加碼 |
| Snowden Capital Advisors LLC | 2,954 | $78.0 萬 | 0.04% | −19−0.6% | 減碼 |
| GWM Advisors LLC | 2,993 | $79.0 萬 | 0.02% | +113+3.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 2,991 | $79.0 萬 | 0.04% | +164+5.8% | 加碼 |
| Private Asset Management Inc | 3,007 | $79.4 萬 | 0.11% | 00.0% | 不變 |
| Two Sigma Investments, LP | 3,015 | $79.6 萬 | 0.00% | +3,015 | 新進 |
| TownSquare Capital, LLC | 3,054 | $80.6 萬 | 0.02% | +1,509+97.7% | 加碼 |
| Gofen & Glossberg LLC | 3,081 | $81.4 萬 | 0.02% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 3,102 | $81.9 萬 | 0.02% | −2,632−45.9% | 減碼 |
| USA Financial Portformulas Corp | 3,121 | $82.4 萬 | 0.74% | −1,695−35.2% | 減碼 |
| Altium Wealth Management LLC | 3,122 | $82.5 萬 | 0.06% | +2+0.1% | 加碼 |
| Frontier Wealth Management LLC | 3,142 | $83.0 萬 | 0.06% | −241−7.1% | 減碼 |
| Federated Hermes, Inc. | 3,164 | $83.6 萬 | 0.00% | −19,842−86.2% | 減碼 |
| Apollon Wealth Management, LLC | 3,179 | $84.0 萬 | 0.12% | +3,179 | 新進 |
| Invst, LLC | 3,186 | $84.1 萬 | 0.13% | +41+1.3% | 加碼 |
| Stewart & Patten Co LLC | 3,223 | $85.1 萬 | 0.14% | −25−0.8% | 減碼 |
| Siemens Fonds Invest GmbH | 3,236 | $85.5 萬 | 0.06% | +3,236 | 新進 |
| Cerro Pacific Wealth Advisors LLC | 3,295 | $87.0 萬 | 0.63% | +914+38.4% | 加碼 |
| IBM Retirement Fund | 3,303 | $87.2 萬 | 0.07% | +12+0.4% | 加碼 |
| Cresset Asset Management, LLC | 3,299 | $87.2 萬 | 0.01% | +502+17.9% | 加碼 |
| Veriti Management LLC | 3,318 | $87.6 萬 | 0.12% | +521+18.6% | 加碼 |
| Pathstone Family Office, LLC | 3,321 | $87.7 萬 | 0.03% | +2+0.1% | 加碼 |
| HM Payson & Co | 3,335 | $88.1 萬 | 0.02% | −50−1.5% | 減碼 |
| Cambridge Trust Co | 3,338 | $88.2 萬 | 0.03% | 00.0% | 不變 |
| Advisor Partners LLC | 3,371 | $88.9 萬 | 0.06% | −298−8.1% | 減碼 |
| Chilton Investment Co LLC | 3,373 | $89.1 萬 | 0.02% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 3,400 | $89.8 萬 | 0.06% | +66+2.0% | 加碼 |
| Howland Capital Management LLC | 3,415 | $90.2 萬 | 0.05% | 00.0% | 不變 |
| Cigna Investments Inc | 3,526 | $93.1 萬 | 0.07% | −200−5.4% | 減碼 |
| Vontobel Holding Ltd. | 3,526 | $93.1 萬 | 0.01% | +87+2.5% | 加碼 |
| Ci Investments Inc. | 3,532 | $93.3 萬 | 0.00% | −50−1.4% | 減碼 |
| World Asset Management Inc | 3,601 | $95.1 萬 | 0.09% | −349−8.8% | 減碼 |
| Central Trust Co | 3,609 | $95.3 萬 | 0.03% | +8+0.2% | 加碼 |
| Alpha Paradigm Partners, LLC | 3,613 | $95.4 萬 | 0.38% | −4,217−53.9% | 減碼 |
| Brown Advisory Securities, LLC | 3,662 | $96.6 萬 | 0.29% | +3,662 | 新進 |
| Tdam USA Inc. | 3,660 | $96.7 萬 | 0.06% | +637+21.1% | 加碼 |
| Wetherby Asset Management Inc | 3,727 | $98.4 萬 | 0.06% | −12−0.3% | 減碼 |
| Kinneret Advisory, LLC | 3,740 | $98.8 萬 | 0.12% | 00.0% | 不變 |
| Mutual Advisors, LLC | 3,755 | $99.2 萬 | 0.06% | −355−8.6% | 減碼 |
| US Asset Management LLC | 3,796 | $100.3 萬 | 0.97% | +3,796 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,839 | $101.4 萬 | 0.01% | +1,100+40.2% | 加碼 |
| Fifth Third Bancorp | 3,845 | $101.6 萬 | 0.00% | +225+6.2% | 加碼 |
| TIAA Kaspick, LLC | 3,875 | $102.3 萬 | 4.23% | −45−1.1% | 減碼 |
| Prentice Wealth Management LLC | 3,885 | $102.6 萬 | 0.50% | +12+0.3% | 加碼 |
| Norinchukin Bank, The | 3,894 | $102.8 萬 | 0.01% | +362+10.2% | 加碼 |
| Lido Advisors, LLC | 3,987 | $105.3 萬 | 0.02% | +743+22.9% | 加碼 |
| MUFG Securities EMEA plc | 4,000 | $105.6 萬 | 0.01% | +4,000 | 新進 |
| Jacobi Capital Management LLC | 4,007 | $105.8 萬 | 0.13% | +153+4.0% | 加碼 |
| Palisade Asset Management, LLC | 4,009 | $105.9 萬 | 0.13% | 00.0% | 不變 |
| Savant Capital, LLC | 4,032 | $106.5 萬 | 0.04% | +48+1.2% | 加碼 |
| Redpoint Investment Management Pty Ltd | 4,072 | $107.5 萬 | 0.09% | 00.0% | 不變 |
| DCM Advisors, LLC | 4,074 | $107.6 萬 | 0.41% | +639+18.6% | 加碼 |
| Peddock Capital Advisors, LLC | 4,206 | $111.1 萬 | 0.40% | +9+0.2% | 加碼 |
| Riverview Trust Co | 4,267 | $112.7 萬 | 1.19% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 4,286 | $113.2 萬 | 0.14% | +4,286 | 新進 |
| Veritable, L.P. | 4,329 | $114.3 萬 | 0.02% | −20−0.5% | 減碼 |
| Fiduciary Trust Co | 4,384 | $115.8 萬 | 0.02% | 00.0% | 不變 |
| MAI Capital Management | 4,460 | $117.8 萬 | 0.02% | +62+1.4% | 加碼 |
| Montecito Bank & Trust | 4,485 | $118.5 萬 | 0.23% | −46−1.0% | 減碼 |