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。
2023 年第 1 季 13F 持有人
Ameriprise Financial Inc 在 2023/3/31 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
- 1,039
- 較 2022 年第 4 季 +33 家
- 持有股數
- 8,808 萬
- 較 2022 年第 4 季 −5.58 萬 (−0.1%)
- 總市值
- $267.2 億
- 較 2022 年第 4 季 −$6.32 億 (−2.3%)
- 新進機構
- 104
- 另有 346 家加碼
- 清倉機構
- 71
- 另有 394 家減碼
另有 22 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Chesapeake Wealth Management | 985 | $30.2 萬 | 0.13% | −60−5.7% | 減碼 |
| FFT Wealth Management LLC | 987 | $30.3 萬 | 0.04% | +74+8.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 991 | $30.4 萬 | 0.05% | −12−1.2% | 減碼 |
| Beaton Management Co. Inc. | 991 | $30.4 萬 | 0.21% | 00.0% | 不變 |
| Wolverine Trading, LLC | 1,014 | $30.5 萬 | 0.01% | +1,014 | 新進 |
| Van Strum & Towne Inc. | 1,000 | $30.6 萬 | 0.13% | 00.0% | 不變 |
| JBF Capital, Inc. | 1,000 | $30.6 萬 | 0.07% | +100+11.1% | 加碼 |
| Gateway Advisory, LLC | 1,004 | $30.8 萬 | 0.07% | +1,004 | 新進 |
| Harbour Investments, Inc. | 1,006 | $30.8 萬 | 0.02% | −10−1.0% | 減碼 |
| Jackson Creek Investment Advisors LLC | 1,007 | $30.9 萬 | 0.13% | +1,007 | 新進 |
| Whittier Trust Co of Nevada Inc | 1,014 | $31.1 萬 | 0.01% | +50+5.2% | 加碼 |
| Financial Insights, Inc. | 1,016 | $31.1 萬 | 0.13% | −117−10.3% | 減碼 |
| First Bank & Trust | 1,024 | $31.4 萬 | 0.08% | −230−18.3% | 減碼 |
| Kula Investments, LLC | 1,026 | $31.4 萬 | 0.08% | +1,026 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,034 | $31.7 萬 | 0.00% | +343+49.6% | 加碼 |
| Sage Mountain Advisors LLC | 1,037 | $31.8 萬 | 0.05% | +1,037 | 新進 |
| Transform Wealth, LLC | 1,045 | $32.0 萬 | 0.03% | −74−6.6% | 減碼 |
| C M Bidwell & Associates Ltd | 1,049 | $32.2 萬 | 0.24% | −56−5.1% | 減碼 |
| First International Bank & Trust | 1,049 | $32.2 萬 | 0.11% | +1,049 | 新進 |
| Oak Thistle LLC | 1,051 | $32.2 萬 | 0.19% | +1,051 | 新進 |
| Americana Partners, LLC | 1,059 | $32.5 萬 | 0.05% | 00.0% | 不變 |
| Karpas Strategies, LLC | 1,060 | $32.5 萬 | 0.11% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,063 | $32.6 萬 | 0.01% | +267+33.5% | 加碼 |
| IHT Wealth Management, LLC | 1,070 | $32.8 萬 | 0.02% | +134+14.3% | 加碼 |
| Astoria Portfolio Advisors LLC. | 1,094 | $32.8 萬 | 0.14% | +75+7.4% | 加碼 |
| Everett Harris & Co | 1,072 | $32.9 萬 | 0.01% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 1,073 | $32.9 萬 | 0.03% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 1,077 | $33.0 萬 | 0.08% | −46−4.1% | 減碼 |
| Hillsdale Investment Management Inc. | 1,080 | $33.1 萬 | 0.03% | −320−22.9% | 減碼 |
| Gotham Asset Management, LLC | 1,081 | $33.1 萬 | 0.01% | −45−4.0% | 減碼 |
| Diversified Trust Co | 1,083 | $33.2 萬 | 0.01% | −55−4.8% | 減碼 |
| Desjardins Global Asset Management Inc. | 1,085 | $33.2 萬 | 0.04% | +764+238.0% | 加碼 |
| Spinnaker Trust | 1,085 | $33.3 萬 | 0.03% | 00.0% | 不變 |
| Aurora Private Wealth, Inc. | 1,091 | $33.4 萬 | 0.36% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 1,093 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| Invst, LLC | 1,114 | $33.7 萬 | 0.05% | −1,993−64.1% | 減碼 |
| Global Retirement Partners, LLC | 1,169 | $33.8 萬 | 0.02% | +194+19.9% | 加碼 |
| Acadian Asset Management LLC | 1,108 | $33.8 萬 | 0.00% | −654−37.1% | 減碼 |
| Burt Wealth Advisors | 1,111 | $34.1 萬 | 0.11% | +169+17.9% | 加碼 |
| Csenge Advisory Group | 1,111 | $34.1 萬 | 0.02% | −382−25.6% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,114 | $34.1 萬 | 0.43% | −190−14.6% | 減碼 |
| Focus Financial Network, Inc. | 1,114 | $34.2 萬 | 0.02% | +17+1.5% | 加碼 |
| Carlson Capital Management | 1,119 | $34.3 萬 | 0.02% | +14+1.3% | 加碼 |
| Enzi Wealth | 1,110 | $34.6 萬 | 0.18% | 00.0% | 不變 |
| Legacy Advisors, LLC | 1,131 | $34.7 萬 | 0.06% | +1,131 | 新進 |
| Blueshift Asset Management, LLC | 1,139 | $34.9 萬 | 0.15% | +152+15.4% | 加碼 |
| Sunflower Bank, N.A. | 1,141 | $35.0 萬 | 0.08% | −75−6.2% | 減碼 |
| Bailard, Inc. | 1,142 | $35.0 萬 | 0.01% | +23+2.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 1,153 | $35.3 萬 | 0.07% | +295+34.4% | 加碼 |
| Flputnam Investment Management Co | 1,167 | $35.8 萬 | 0.01% | +21+1.8% | 加碼 |
| FDx Advisors, Inc. | 1,154 | $35.9 萬 | 0.02% | 00.0% | 不變 |
| Hilltop Partners LLC | 1,178 | $36.1 萬 | 0.16% | 00.0% | 不變 |
| DoubleLine ETF Adviser LP | 1,192 | $36.5 萬 | 0.16% | −311−20.7% | 減碼 |
| Scotia Capital Inc. | 1,197 | $36.7 萬 | 0.00% | +401+50.4% | 加碼 |
| Weil Company, Inc. | 1,200 | $36.8 萬 | 0.17% | 00.0% | 不變 |
| Benedetti & Gucer, Inc. | 1,215 | $37.2 萬 | 0.21% | +67+5.8% | 加碼 |
| Wellington Shields Capital Management, LLC | 1,220 | $37.4 萬 | 0.04% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 1,228 | $37.6 萬 | 0.01% | +96+8.5% | 加碼 |
| Trust Asset Management LLC | 1,230 | $37.7 萬 | 0.04% | −13−1.0% | 減碼 |
| Pinnacle Associates Ltd | 1,234 | $37.8 萬 | 0.01% | +268+27.7% | 加碼 |
| Brookstone Capital Management | 1,219 | $38.0 萬 | 0.01% | −724−37.3% | 減碼 |
| Ibex Wealth Advisors | 1,241 | $38.0 萬 | 0.10% | −115−8.5% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $38.1 萬 | 0.10% | 00.0% | 不變 |
| Wedbush Securities Inc | 1,248 | $38.3 萬 | 0.02% | +137+12.3% | 加碼 |
| Johnson Financial Group, Inc. | 1,268 | $38.9 萬 | 0.03% | +91+7.7% | 加碼 |
| Catalyst Financial Partners LLC | 1,272 | $39.0 萬 | 0.17% | +72+6.0% | 加碼 |
| Perritt Capital Management Inc | 1,274 | $39.0 萬 | 0.22% | −20−1.5% | 減碼 |
| Ci Investments Inc. | 1,276 | $39.1 萬 | 0.00% | −50−3.8% | 減碼 |
| Fund Management at Engine No. 1 LLC | 1,278 | $39.2 萬 | 0.08% | +107+9.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,285 | $39.4 萬 | 0.02% | 00.0% | 不變 |
| Stephens Inc | 1,288 | $39.5 萬 | 0.01% | +156+13.8% | 加碼 |
| Campbell & CO Investment Adviser LLC | 1,291 | $39.6 萬 | 0.07% | +1,291 | 新進 |
| Carr Financial Group Corp | 1,296 | $39.7 萬 | 0.18% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 1,302 | $39.9 萬 | 0.04% | +20+1.6% | 加碼 |
| Profund Advisors LLC | 1,304 | $40.0 萬 | 0.02% | +160+14.0% | 加碼 |
| Cigna Investments Inc | 1,307 | $40.0 萬 | 0.08% | −44−3.3% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 1,313 | $40.2 萬 | 0.23% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 1,317 | $40.4 萬 | 0.02% | +115+9.6% | 加碼 |
| Northcape Wealth Management, LLC | 1,317 | $40.4 萬 | 0.15% | +1,317 | 新進 |
| McLean Asset Management Corp | 1,325 | $40.6 萬 | 0.17% | −18−1.3% | 減碼 |
| Horizon Investments, LLC | 1,335 | $40.7 萬 | 0.01% | −2,763−67.4% | 減碼 |
| Mission Wealth Management, LP | 1,330 | $40.8 萬 | 0.02% | +10+0.8% | 加碼 |
| Loomis Sayles & Co L P | 1,336 | $40.9 萬 | 0.00% | +1,336 | 新進 |
| Eqis Capital Management, Inc. | 1,354 | $41.5 萬 | 0.05% | +1,354 | 新進 |
| Dakota Community Bank & Trust NA | 1,367 | $41.9 萬 | 2.59% | −93−6.4% | 減碼 |
| Fort Washington Investment Advisors Inc | 1,373 | $42.1 萬 | 0.00% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,375 | $42.1 萬 | 0.06% | −82−5.6% | 減碼 |
| Pinnacle Financial Partners Inc | 1,396 | $42.8 萬 | 0.01% | −7−0.5% | 減碼 |
| Old Port Advisors | 1,418 | $43.4 萬 | 0.16% | −92−6.1% | 減碼 |
| Arlington Partners LLC | 1,415 | $43.4 萬 | 0.06% | +1,106+357.9% | 加碼 |
| Enterprise Financial Services Corp | 1,422 | $43.6 萬 | 0.28% | −32−2.2% | 減碼 |
| Hancock Whitney Corp | 1,425 | $43.7 萬 | 0.02% | +28+2.0% | 加碼 |
| Adviser Investments LLC | 1,427 | $43.7 萬 | 0.01% | 00.0% | 不變 |
| Kolinsky Wealth Management, LLC | 1,432 | $43.9 萬 | 0.47% | +57+4.1% | 加碼 |
| EP Wealth Advisors, LLC | 1,433 | $43.9 萬 | 0.01% | +57+4.1% | 加碼 |
| Aigen Investment Management, LP | 1,434 | $44.0 萬 | 0.06% | +1,434 | 新進 |
| Woodmont Investment Counsel LLC | 1,435 | $44.0 萬 | 0.05% | +1,435 | 新進 |
| Lyell Wealth Management, LP | 1,445 | $44.3 萬 | 0.06% | +27+1.9% | 加碼 |
| Vishria Bird Financial Group, LLC | 1,451 | $44.5 萬 | 0.28% | +442+43.8% | 加碼 |
| Renasant Bank | 1,462 | $44.8 萬 | 0.35% | −32−2.1% | 減碼 |