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 4 季 13F 持有人
Ameriprise Financial Inc 在 2021/12/31 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
- 987
- 較 2021 年第 3 季 +76 家
- 持有股數
- 9,185 萬
- 較 2021 年第 3 季 −74.0 萬 (−0.8%)
- 總市值
- $277.0 億
- 較 2021 年第 3 季 +$32.4 億 (+13.2%)
- 新進機構
- 135
- 另有 331 家加碼
- 清倉機構
- 59
- 另有 324 家減碼
另有 16 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 1,055 | $31.8 萬 | 0.01% | +239+29.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 1,067 | $32.2 萬 | 0.02% | +94+9.7% | 加碼 |
| Compton Capital Management Inc | 1,070 | $32.3 萬 | 0.08% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 1,071 | $32.3 萬 | 0.00% | +1,071 | 新進 |
| Spinnaker Trust | 1,085 | $32.7 萬 | 0.02% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 1,093 | $33.0 萬 | 0.03% | 00.0% | 不變 |
| EPG Wealth Management LLC | 1,099 | $33.2 萬 | 0.12% | +42+4.0% | 加碼 |
| Assetmark, Inc | 1,105 | $33.3 萬 | 0.00% | −22−2.0% | 減碼 |
| First Bank & Trust | 1,105 | $33.3 萬 | 0.14% | +37+3.5% | 加碼 |
| Wakefield Asset Management LLLP | 1,111 | $33.5 萬 | 0.12% | +53+5.0% | 加碼 |
| Karpas Strategies, LLC | 1,120 | $33.8 萬 | 0.11% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 1,128 | $34.0 萬 | 0.01% | −47−4.0% | 減碼 |
| Aurora Private Wealth, Inc. | 1,132 | $34.1 萬 | 0.15% | +19+1.7% | 加碼 |
| Cape Cod Five Cents Savings Bank | 1,138 | $34.3 萬 | 0.03% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 1,092 | $34.4 萬 | 0.06% | −92−7.8% | 減碼 |
| Checchi Capital Advisers, LLC | 1,144 | $34.5 萬 | 0.04% | +78+7.3% | 加碼 |
| Benedetti & Gucer, Inc. | 1,148 | $34.6 萬 | 0.23% | −136−10.6% | 減碼 |
| Ergoteles LLC | 1,152 | $34.8 萬 | 0.01% | −22,549−95.1% | 減碼 |
| Trust Asset Management LLC | 1,155 | $34.8 萬 | 0.04% | 00.0% | 不變 |
| Chesapeake Wealth Management | 1,155 | $34.8 萬 | 0.12% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 1,152 | $34.8 萬 | 0.05% | 00.0% | 不變 |
| St Germain D J Co Inc | 1,170 | $35.3 萬 | 0.02% | 00.0% | 不變 |
| Mather Group, LLC. | 1,170 | $35.3 萬 | 0.01% | +288+32.7% | 加碼 |
| Basepoint Wealth LLC | 1,171 | $35.3 萬 | 0.35% | +1,171 | 新進 |
| Wedbush Securities Inc | 1,177 | $35.5 萬 | 0.02% | −74−5.9% | 減碼 |
| Mark Stevens | 1,177 | $35.5 萬 | 0.04% | −10−0.8% | 減碼 |
| Clearstead Advisors, LLC | 1,178 | $35.5 萬 | 0.02% | +93+8.6% | 加碼 |
| Americana Partners, LLC | 1,186 | $35.7 萬 | 0.06% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 1,190 | $35.9 萬 | 0.02% | −53−4.3% | 減碼 |
| Keel Point, LLC | 1,191 | $35.9 萬 | 0.05% | +41+3.6% | 加碼 |
| Transcend Wealth Collective, LLC | 1,190 | $35.9 萬 | 0.03% | +1,190 | 新進 |
| Weil Company, Inc. | 1,200 | $36.2 萬 | 0.17% | 00.0% | 不變 |
| Sustainable Insight Capital Management, LLC | 1,203 | $36.3 萬 | 0.19% | −381−24.1% | 減碼 |
| Kathmere Capital Management, LLC | 1,203 | $36.3 萬 | 0.06% | −152−11.2% | 減碼 |
| YHB Investment Advisors, Inc. | 1,203 | $36.3 萬 | 0.03% | +170+16.5% | 加碼 |
| Old North State Trust, LLC | 1,208 | $36.4 萬 | 0.26% | +23+1.9% | 加碼 |
| Wealthspire Advisors, LLC | 1,208 | $36.4 萬 | 0.01% | +371+44.3% | 加碼 |
| Ballentine Partners, LLC | 1,226 | $37.0 萬 | 0.01% | +65+5.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,237 | $37.3 萬 | 0.08% | +207+20.1% | 加碼 |
| Krane Funds Advisors LLC | 1,239 | $37.4 萬 | 0.01% | −309−20.0% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $37.5 萬 | 0.11% | 00.0% | 不變 |
| Kolinsky Wealth Management, LLC | 1,245 | $37.6 萬 | 0.35% | +1,245 | 新進 |
| KMG Fiduciary Partners, LLC | 1,259 | $38.0 萬 | 0.06% | −257−17.0% | 減碼 |
| Alpha Paradigm Partners, LLC | 1,265 | $38.2 萬 | 0.15% | −2,348−65.0% | 減碼 |
| BLB&B Advisors, LLC | 1,273 | $38.4 萬 | 0.02% | −75−5.6% | 減碼 |
| ExodusPoint Capital Management, LP | 1,295 | $39.1 萬 | 0.00% | −4,503−77.7% | 減碼 |
| Parallel Advisors, LLC | 1,302 | $39.3 萬 | 0.01% | +83+6.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 1,305 | $39.4 萬 | 0.09% | +492+60.5% | 加碼 |
| Sofos Investments, Inc. | 2,718 | $40.2 萬 | 0.03% | +2,717+271,700.0% | 加碼 |
| JBF Capital, Inc. | 1,350 | $40.7 萬 | 0.08% | −350−20.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 1,350 | $40.7 萬 | 0.01% | −2−0.1% | 減碼 |
| Perritt Capital Management Inc | 1,348 | $40.7 萬 | 0.21% | 00.0% | 不變 |
| Csenge Advisory Group | 1,626 | $40.8 萬 | 0.04% | −123−7.0% | 減碼 |
| Washington Trust Advisors, Inc. | 1,358 | $41.0 萬 | 0.03% | +1,358 | 新進 |
| Adviser Investments LLC | 1,367 | $41.2 萬 | 0.03% | −20−1.4% | 減碼 |
| CAPROCK Group, Inc. | 1,365 | $41.2 萬 | 0.03% | +248+22.2% | 加碼 |
| Lyell Wealth Management, LP | 1,380 | $41.6 萬 | 0.05% | −84−5.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 1,389 | $41.9 萬 | 0.02% | +42+3.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 1,392 | $42.0 萬 | 0.01% | +86+6.6% | 加碼 |
| One Wealth Advisors, LLC | 1,397 | $42.1 萬 | 0.11% | −879−38.6% | 減碼 |
| Wellington Shields Capital Management, LLC | 1,400 | $42.2 萬 | 0.05% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 1,403 | $42.3 萬 | 0.06% | +87+6.6% | 加碼 |
| Vestcor Inc | 1,404 | $42.4 萬 | 0.01% | −305−17.8% | 減碼 |
| Prospera Financial Services Inc | 1,407 | $42.5 萬 | 0.02% | +86+6.5% | 加碼 |
| McLean Asset Management Corp | 1,318 | $43.3 萬 | 0.17% | −68−4.9% | 減碼 |
| Sunflower Bank, N.A. | 1,461 | $44.1 萬 | 0.06% | +26+1.8% | 加碼 |
| Coastal Bridge Advisors, LLC | 1,465 | $44.2 萬 | 0.09% | +3+0.2% | 加碼 |
| Tocqueville Asset Management L.P. | 1,469 | $44.3 萬 | 0.01% | −520−26.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 1,467 | $44.3 萬 | 0.01% | −65−4.2% | 減碼 |
| Forum Financial Management, LP | 1,468 | $44.3 萬 | 0.02% | +1,468 | 新進 |
| Transform Wealth, LLC | 1,473 | $44.4 萬 | 0.05% | −243−14.2% | 減碼 |
| Eagle Global Advisors LLC | 1,490 | $44.9 萬 | 0.03% | 00.0% | 不變 |
| Stephens Inc | 1,488 | $44.9 萬 | 0.01% | +545+57.8% | 加碼 |
| CenterBook Partners LP | 1,491 | $45.0 萬 | 0.26% | +1,491 | 新進 |
| Estabrook Capital Management | 1,500 | $45.2 萬 | 0.06% | 00.0% | 不變 |
| Intersect Capital LLC | 1,503 | $45.3 萬 | 0.08% | +85+6.0% | 加碼 |
| WESPAC Advisors, LLC | 1,515 | $45.7 萬 | 0.31% | −299−16.5% | 減碼 |
| Belpointe Asset Management LLC | 1,524 | $46.0 萬 | 0.03% | +94+6.6% | 加碼 |
| Old Port Advisors | 1,450 | $46.3 萬 | 0.16% | +123+9.3% | 加碼 |
| Hancock Whitney Corp | 1,552 | $46.8 萬 | 0.01% | +56+3.7% | 加碼 |
| Ellevest, Inc. | 1,562 | $47.1 萬 | 0.04% | +200+14.7% | 加碼 |
| Fort Washington Investment Advisors Inc | 1,565 | $47.2 萬 | 0.00% | −269−14.7% | 減碼 |
| Coastline Trust Co | 1,585 | $47.8 萬 | 0.05% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 1,596 | $48.1 萬 | 0.44% | +1,596 | 新進 |
| Grimes & Company, Inc. | 1,598 | $48.2 萬 | 0.02% | −84−5.0% | 減碼 |
| Citizens Financial Group Inc | 1,601 | $48.3 萬 | 0.02% | −148−8.5% | 減碼 |
| Grove Bank & Trust | 1,600 | $48.3 萬 | 0.09% | 00.0% | 不變 |
| Argent Trust Co | 1,604 | $48.4 萬 | 0.03% | −16−1.0% | 減碼 |
| Howard Capital Management Group, LLC | 1,609 | $48.5 萬 | 0.04% | +214+15.3% | 加碼 |
| Fort Point Capital Partners LLC | 1,615 | $48.7 萬 | 0.07% | +5+0.3% | 加碼 |
| Fukoku Mutual Life Insurance Co | 1,630 | $49.2 萬 | 0.04% | +50+3.2% | 加碼 |
| Clarius Group, LLC | 1,647 | $49.7 萬 | 0.04% | +49+3.1% | 加碼 |
| Modera Wealth Management, LLC | 1,648 | $49.8 萬 | 0.02% | +1,648 | 新進 |
| Charter Oak Capital Management, LLC | 1,654 | $49.9 萬 | 0.06% | 00.0% | 不變 |
| Appleton Partners Inc | 1,657 | $50.0 萬 | 0.04% | −115−6.5% | 減碼 |
| Johnson Financial Group, Inc. | 1,664 | $50.2 萬 | 0.03% | −362−17.9% | 減碼 |
| Resources Investment Advisors, LLC. | 1,672 | $50.4 萬 | 0.02% | +33+2.0% | 加碼 |
| HBK Sorce Advisory LLC | 1,681 | $50.7 萬 | 0.03% | +6+0.4% | 加碼 |
| Accel Wealth Management | 1,702 | $51.3 萬 | 0.25% | +18+1.1% | 加碼 |
| FORA Capital, LLC | 1,703 | $51.4 萬 | 0.20% | +1,703 | 新進 |