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 |
|---|---|---|---|---|---|
| Pointe Capital Management LLC | 1,462 | $44.8 萬 | 0.33% | −196−11.8% | 減碼 |
| Forum Financial Management, LP | 1,468 | $45.0 萬 | 0.01% | +25+1.7% | 加碼 |
| Coastal Bridge Advisors, LLC | 1,479 | $45.3 萬 | 0.11% | −12−0.8% | 減碼 |
| Eagle Global Advisors LLC | 1,480 | $45.4 萬 | 0.03% | 00.0% | 不變 |
| Quent Capital, LLC | 1,483 | $45.4 萬 | 0.08% | +2+0.1% | 加碼 |
| TCTC Holdings, LLC | 1,482 | $45.4 萬 | 0.02% | +130+9.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 1,487 | $45.5 萬 | 0.10% | −1,584−51.6% | 減碼 |
| Clearstead Advisors, LLC | 1,493 | $45.8 萬 | 0.03% | +76+5.4% | 加碼 |
| Gabelli Funds LLC | 1,500 | $46.0 萬 | 0.00% | −200−11.8% | 減碼 |
| Estabrook Capital Management | 1,500 | $46.0 萬 | 0.08% | −11−0.7% | 減碼 |
| Ballentine Partners, LLC | 1,503 | $46.1 萬 | 0.01% | +61+4.2% | 加碼 |
| Basepoint Wealth LLC | 1,507 | $46.2 萬 | 0.39% | +161+12.0% | 加碼 |
| Douglas Lane & Associates, LLC | 1,508 | $46.2 萬 | 0.01% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 1,511 | $46.3 萬 | 0.05% | +1,511 | 新進 |
| Hamilton Capital Partners Inc. | 1,514 | $46.4 萬 | 0.17% | −954−38.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,531 | $46.9 萬 | 0.01% | −113−6.9% | 減碼 |
| KLR Investment Advisors, LLC | 1,539 | $47.2 萬 | 0.41% | −337−18.0% | 減碼 |
| Accel Wealth Management | 1,541 | $47.2 萬 | 0.19% | −75−4.6% | 減碼 |
| Charter Oak Capital Management, LLC | 1,544 | $47.3 萬 | 0.07% | −83−5.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 1,547 | $47.4 萬 | 0.08% | −337−17.9% | 減碼 |
| Congress Wealth Management LLC | 1,550 | $47.5 萬 | 0.01% | +21+1.4% | 加碼 |
| MQS Management LLC | 1,557 | $47.7 萬 | 0.31% | +1,557 | 新進 |
| Tectonic Advisors LLC | 1,563 | $47.9 萬 | 0.07% | +284+22.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,570 | $48.1 萬 | 0.03% | −522−25.0% | 減碼 |
| Coastline Trust Co | 1,585 | $48.6 萬 | 0.07% | 00.0% | 不變 |
| Argent Trust Co | 1,593 | $48.8 萬 | 0.03% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,603 | $49.1 萬 | 0.01% | −80−4.8% | 減碼 |
| CAPROCK Group, Inc. | 1,606 | $49.2 萬 | 0.04% | +228+16.5% | 加碼 |
| Insigneo Advisory Services, LLC | 1,611 | $49.4 萬 | 0.16% | −652−28.8% | 減碼 |
| Grimes & Company, Inc. | 1,614 | $49.5 萬 | 0.02% | +2+0.1% | 加碼 |
| Fort Point Capital Partners LLC | 1,618 | $49.6 萬 | 0.08% | +3+0.2% | 加碼 |
| We Are One Seven, LLC | 1,637 | $50.2 萬 | 0.03% | +237+16.9% | 加碼 |
| First Commonwealth Financial Corp | 1,638 | $50.2 萬 | 0.18% | −147−8.2% | 減碼 |
| Howard Capital Management Group, LLC | 1,639 | $50.2 萬 | 0.05% | +30+1.9% | 加碼 |
| Cambridge Trust Co | 1,653 | $50.7 萬 | 0.02% | +82+5.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 1,655 | $50.7 萬 | 0.01% | +418+33.8% | 加碼 |
| Assetmark, Inc | 1,655 | $50.7 萬 | 0.00% | −32−1.9% | 減碼 |
| Grove Bank & Trust | 1,656 | $50.8 萬 | 0.11% | +38+2.3% | 加碼 |
| IFG Advisory, LLC | 1,673 | $51.3 萬 | 0.05% | −113−6.3% | 減碼 |
| Schechter Investment Advisors, LLC | 1,674 | $51.3 萬 | 0.05% | +8+0.5% | 加碼 |
| Toroso Investments, LLC | 1,679 | $51.5 萬 | 0.02% | +321+23.6% | 加碼 |
| Allworth Financial LP | 1,691 | $51.8 萬 | 0.01% | +894+112.2% | 加碼 |
| Ritholtz Wealth Management | 1,692 | $51.8 萬 | 0.03% | −581−25.6% | 減碼 |
| Petrus Trust Company, LTA | 1,697 | $52.0 萬 | 0.06% | +1,697 | 新進 |
| Insight Advisors, LLC | 1,700 | $52.1 萬 | 0.12% | 00.0% | 不變 |
| EPG Wealth Management LLC | 1,704 | $52.2 萬 | 0.16% | +343+25.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,719 | $52.7 萬 | 0.02% | +300+21.1% | 加碼 |
| Plimoth Trust Co LLC | 1,725 | $52.9 萬 | 0.16% | −540−23.8% | 減碼 |
| Clarius Group, LLC | 1,734 | $53.1 萬 | 0.05% | −104−5.7% | 減碼 |
| Legacy Trust | 1,735 | $53.2 萬 | 0.16% | 00.0% | 不變 |
| Lincoln National Corp | 1,748 | $53.6 萬 | 0.01% | +246+16.4% | 加碼 |
| Valeo Financial Advisors, LLC | 1,752 | $53.7 萬 | 0.03% | +689+64.8% | 加碼 |
| Capstone Investment Advisors, LLC | 1,759 | $53.9 萬 | 0.02% | +1,759 | 新進 |
| Front Barnett Associates LLC | 1,762 | $54.0 萬 | 0.06% | −75−4.1% | 減碼 |
| Moody National Bank Trust Division | 1,765 | $54.1 萬 | 0.05% | −5−0.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,765 | $54.1 萬 | 0.01% | +1,662+1,613.6% | 加碼 |
| ERn Financial, LLC | 1,772 | $54.3 萬 | 0.12% | 00.0% | 不變 |
| Domani Wealth, LLC | 1,800 | $55.2 萬 | 0.13% | 00.0% | 不變 |
| Alberta Investment Management Corp | 1,800 | $55.2 萬 | 0.01% | +1,800 | 新進 |
| Becker Capital Management Inc | 1,818 | $55.7 萬 | 0.02% | +520+40.1% | 加碼 |
| Evergreen Capital Management LLC | 1,825 | $55.9 萬 | 0.03% | +57+3.2% | 加碼 |
| Dodge & Cox | 1,827 | $56.0 萬 | 0.00% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 1,846 | $56.6 萬 | 0.02% | −95−4.9% | 減碼 |
| Prosperity Consulting Group, LLC | 1,852 | $56.8 萬 | 0.36% | 00.0% | 不變 |
| Independent Advisor Alliance | 1,876 | $57.5 萬 | 0.03% | +1,876 | 新進 |
| Citizens Financial Group Inc | 1,880 | $57.6 萬 | 0.02% | +858+84.0% | 加碼 |
| Stonegate Investment Group, LLC | 1,887 | $57.8 萬 | 0.02% | +4+0.2% | 加碼 |
| Quantinno Capital Management LP | 1,908 | $58.5 萬 | 0.04% | +955+100.2% | 加碼 |
| Colony Group LLC | 1,934 | $59.3 萬 | 0.01% | −2−0.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 1,953 | $59.9 萬 | 0.02% | −104−5.1% | 減碼 |
| Pennsylvania Capital Management Inc | 1,961 | $60.1 萬 | 0.29% | 00.0% | 不變 |
| 1776 Wealth LLC | 1,969 | $60.3 萬 | 0.36% | +7+0.4% | 加碼 |
| Belpointe Asset Management LLC | 1,986 | $60.9 萬 | 0.03% | +230+13.1% | 加碼 |
| Martingale Asset Management L P | 1,988 | $60.9 萬 | 0.01% | +1,988 | 新進 |
| Synovus Financial Corp | 1,992 | $61.1 萬 | 0.01% | −36−1.8% | 減碼 |
| Old North State Trust, LLC | 1,993 | $61.1 萬 | 0.42% | +102+5.4% | 加碼 |
| Evergreen Wealth Solutions, LLC | 2,001 | $61.3 萬 | 0.71% | −212−9.6% | 減碼 |
| Kinneret Advisory, LLC | 2,009 | $61.6 萬 | 0.08% | −108−5.1% | 減碼 |
| Armstrong Shaw Associates Inc | 2,020 | $61.9 萬 | 0.61% | 00.0% | 不變 |
| Stokes Capital Advisors, LLC | 2,030 | $62.2 萬 | 0.21% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 2,041 | $62.6 萬 | 0.04% | +103+5.3% | 加碼 |
| Boston Financial Mangement LLC | 2,052 | $62.9 萬 | 0.02% | +30+1.5% | 加碼 |
| Wade G W & Inc | 2,062 | $63.2 萬 | 0.02% | +57+2.8% | 加碼 |
| Cavalier Investments, LLC | 2,077 | $63.7 萬 | 0.28% | +92+4.6% | 加碼 |
| Baader Bank INC | 2,080 | $63.8 萬 | 0.05% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 2,080 | $63.8 萬 | 0.07% | +233+12.6% | 加碼 |
| Ossiam | 2,092 | $64.1 萬 | 0.01% | +667+46.8% | 加碼 |
| Signaturefd, LLC | 2,094 | $64.2 萬 | 0.02% | −32−1.5% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $64.2 萬 | 0.18% | +3+0.1% | 加碼 |
| Centiva Capital, LP | 2,109 | $64.6 萬 | 0.04% | +2,109 | 新進 |
| Lindbrook Capital, LLC | 2,112 | $64.7 萬 | 0.08% | +71+3.5% | 加碼 |
| CWM, LLC | 2,129 | $65.3 萬 | 0.00% | −21−1.0% | 減碼 |
| Mairs & Power Inc | 2,158 | $66.1 萬 | 0.01% | −17−0.8% | 減碼 |
| Guinness Asset Management LTD | 2,163 | $66.3 萬 | 0.02% | +97+4.7% | 加碼 |
| Integrated Advisors Network LLC | 2,164 | $66.3 萬 | 0.04% | −209−8.8% | 減碼 |
| Transcend Wealth Collective, LLC | 2,260 | $69.3 萬 | 0.07% | +103+4.8% | 加碼 |
| Balentine LLC | 2,269 | $69.5 萬 | 0.02% | +25+1.1% | 加碼 |
| Gateway Investment Advisers LLC | 2,314 | $70.9 萬 | 0.01% | −23−1.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 2,367 | $72.5 萬 | 0.13% | 00.0% | 不變 |
| SG Americas Securities, LLC | 2,388 | $73.2 萬 | 0.01% | +1,272+114.0% | 加碼 |