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 4 季 13F 持有人
Ameriprise Financial Inc 在 2023/12/31 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
- 1,163
- 較 2023 年第 3 季 +97 家
- 持有股數
- 8,430 萬
- 較 2023 年第 3 季 −57.0 萬 (−0.7%)
- 總市值
- $320.3 億
- 較 2023 年第 3 季 +$40.6 億 (+14.5%)
- 新進機構
- 169
- 另有 339 家加碼
- 清倉機構
- 72
- 另有 438 家減碼
另有 21 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 2,168 | $82.3 萬 | 0.07% | +854+65.0% | 加碼 |
| Lindbrook Capital, LLC | 2,176 | $82.7 萬 | 0.08% | +60+2.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 2,176 | $82.7 萬 | 0.02% | +33+1.5% | 加碼 |
| Invesco, LLC | 2,189 | $83.1 萬 | 0.39% | −29−1.3% | 減碼 |
| Edgestream Partners, L.P. | 2,254 | $85.6 萬 | 0.06% | −1,153−33.8% | 減碼 |
| Signaturefd, LLC | 2,270 | $86.2 萬 | 0.02% | +32+1.4% | 加碼 |
| CAPROCK Group, Inc. | 2,304 | $87.5 萬 | 0.06% | +394+20.6% | 加碼 |
| Cavalier Investments, LLC | 2,305 | $87.6 萬 | 0.32% | +48+2.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 2,334 | $88.7 萬 | 0.04% | +561+31.6% | 加碼 |
| Resources Investment Advisors, LLC. | 2,340 | $88.9 萬 | 0.02% | +41+1.8% | 加碼 |
| EPG Wealth Management LLC | 2,284 | $89.1 萬 | 0.23% | +161+7.6% | 加碼 |
| Camden Capital, LLC | 2,381 | $90.4 萬 | 0.09% | +913+62.2% | 加碼 |
| Copperwynd Financial, LLC | 2,384 | $90.5 萬 | 0.36% | −37−1.5% | 減碼 |
| Seven Eight Capital, LP | 2,386 | $90.6 萬 | 0.10% | −1,255−34.5% | 減碼 |
| Clearstead Advisors, LLC | 2,417 | $91.8 萬 | 0.05% | +39+1.6% | 加碼 |
| Eqis Capital Management, Inc. | 2,440 | $92.7 萬 | 0.08% | +318+15.0% | 加碼 |
| FJ Investments, LLC | 2,450 | $93.1 萬 | 0.04% | +2,450 | 新進 |
| Unigestion Holding SA | 2,465 | $93.6 萬 | 0.05% | −692−21.9% | 減碼 |
| Vectors Research Management, LLC | 2,480 | $93.8 萬 | 0.26% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 2,471 | $93.9 萬 | 0.02% | −1,127−31.3% | 減碼 |
| Lake Street Advisors Group, LLC | 2,492 | $94.6 萬 | 0.05% | +2,492 | 新進 |
| Brendel Financial Advisors LLC | 2,534 | $96.2 萬 | 0.63% | 00.0% | 不變 |
| Balentine LLC | 2,555 | $97.0 萬 | 0.03% | +369+16.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 2,557 | $97.1 萬 | 0.05% | +266+11.6% | 加碼 |
| Penobscot Investment Management Company, Inc. | 2,577 | $97.9 萬 | 0.11% | −85−3.2% | 減碼 |
| Fayez Sarofim & Co | 2,470 | $98.0 萬 | 0.00% | 00.0% | 不變 |
| Lincoln National Corp | 2,588 | $98.3 萬 | 0.02% | +682+35.8% | 加碼 |
| Chase Investment Counsel Corp | 2,600 | $98.7 萬 | 0.44% | +2,600 | 新進 |
| Paradigm Asset Management Co LLC | 2,600 | $98.8 萬 | 0.26% | −100−3.7% | 減碼 |
| Gator Capital Management, LLC | 2,600 | $98.8 萬 | 0.55% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 2,653 | $100.8 萬 | 0.17% | −5−0.2% | 減碼 |
| Sawtooth Solutions, LLC | 2,681 | $101.8 萬 | 0.03% | −39−1.4% | 減碼 |
| Bleakley Financial Group, LLC | 2,681 | $101.8 萬 | 0.03% | −39−1.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 2,694 | $102.3 萬 | 0.01% | −98−3.5% | 減碼 |
| Independent Advisor Alliance | 2,749 | $104.4 萬 | 0.04% | +391+16.6% | 加碼 |
| HM Payson & Co | 2,751 | $104.5 萬 | 0.02% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 2,775 | $105.4 萬 | 0.73% | −91−3.2% | 減碼 |
| Qtron Investments LLC | 2,795 | $106.2 萬 | 0.17% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 2,804 | $106.5 萬 | 0.03% | +3+0.1% | 加碼 |
| Skba Capital Management LLC | 2,845 | $108.1 萬 | 0.18% | −50−1.7% | 減碼 |
| Vinva Investment Management Ltd | 2,839 | $108.2 萬 | 0.08% | −228−7.4% | 減碼 |
| Marks Group Wealth Management, Inc | 2,858 | $108.6 萬 | 0.12% | 00.0% | 不變 |
| M. Kulyk & Associates, LLC | 2,874 | $109.2 萬 | 0.25% | 00.0% | 不變 |
| Toroso Investments, LLC | 2,885 | $109.6 萬 | 0.03% | −47−1.6% | 減碼 |
| HB Wealth Management, LLC | 2,887 | $109.7 萬 | 0.02% | +53+1.9% | 加碼 |
| Versor Investments LP | 2,900 | $110.2 萬 | 0.22% | +1,000+52.6% | 加碼 |
| Sabal Trust CO | 2,929 | $111.3 萬 | 0.07% | −1,100−27.3% | 減碼 |
| Sandy Cove Advisors, LLC | 2,947 | $111.9 萬 | 0.57% | +67+2.3% | 加碼 |
| Park Place Capital Corp | 2,955 | $112.2 萬 | 0.45% | +107+3.8% | 加碼 |
| Everpar Advisors LLC | 2,955 | $112.2 萬 | 0.52% | +2,955 | 新進 |
| Pitcairn Co | 2,957 | $112.3 萬 | 0.08% | +5+0.2% | 加碼 |
| US Asset Management LLC | 2,968 | $112.7 萬 | 1.11% | +2,968 | 新進 |
| Meeder Advisory Services, Inc. | 2,969 | $112.8 萬 | 0.13% | +31+1.1% | 加碼 |
| Tiaa Trust, National Association | 2,974 | $113.0 萬 | 0.00% | −421−12.4% | 減碼 |
| Tectonic Advisors LLC | 2,998 | $113.9 萬 | 0.10% | +171+6.0% | 加碼 |
| Huntington National Bank | 3,001 | $114.0 萬 | 0.01% | −307−9.3% | 減碼 |
| Citadel Advisors LLC | 3,023 | $114.8 萬 | 0.00% | −3−0.1% | 減碼 |
| Wade G W & Inc | 3,049 | $115.8 萬 | 0.04% | +1,568+105.9% | 加碼 |
| Umb Bank N A | 3,056 | $116.1 萬 | 0.02% | −23−0.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,061 | $116.3 萬 | 0.05% | +375+14.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 3,064 | $116.4 萬 | 0.03% | −30−1.0% | 減碼 |
| Focus Financial Network Inc | 3,068 | $116.5 萬 | 0.04% | +3,068 | 新進 |
| Veriti Management LLC | 3,069 | $116.6 萬 | 0.10% | +397+14.9% | 加碼 |
| HighPoint Advisor Group LLC | 2,710 | $116.9 萬 | 0.08% | +2,710 | 新進 |
| NewEdge Wealth, LLC | 3,079 | $117.0 萬 | 0.03% | −232−7.0% | 減碼 |
| Courier Capital LLC | 3,090 | $117.4 萬 | 0.09% | −120−3.7% | 減碼 |
| Bridges Investment Management Inc | 3,105 | $117.9 萬 | 0.04% | −50−1.6% | 減碼 |
| Palisade Asset Management, LLC | 3,109 | $118.1 萬 | 0.13% | −300−8.8% | 減碼 |
| RFG Advisory, LLC | 3,121 | $118.5 萬 | 0.05% | −77−2.4% | 減碼 |
| Chilton Investment Co LLC | 3,133 | $119.0 萬 | 0.04% | −168−5.1% | 減碼 |
| WBI Investments | 3,164 | $120.2 萬 | 0.24% | +3,164 | 新進 |
| Pring Turner Capital Group Inc | 3,176 | $120.6 萬 | 0.92% | 00.0% | 不變 |
| National Asset Management, Inc. | 3,176 | $120.6 萬 | 0.03% | −1,062−25.1% | 減碼 |
| Hilltop Partners LLC | 3,184 | $120.9 萬 | 0.48% | −379−10.6% | 減碼 |
| Empowered Funds, LLC | 3,185 | $121.0 萬 | 0.03% | +357+12.6% | 加碼 |
| Duality Advisers, LP | 3,194 | $121.3 萬 | 0.13% | +3,194 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 3,204 | $121.7 萬 | 0.03% | −35−1.1% | 減碼 |
| Siemens Fonds Invest GmbH | 3,221 | $122.3 萬 | 0.10% | +264+8.9% | 加碼 |
| Wedmont Private Capital | 3,196 | $122.9 萬 | 0.10% | +122+4.0% | 加碼 |
| ExodusPoint Capital Management, LP | 3,245 | $123.3 萬 | 0.02% | −17,816−84.6% | 減碼 |
| CWM, LLC | 3,301 | $125.4 萬 | 0.01% | +868+35.7% | 加碼 |
| Financial Advocates Investment Management | 3,314 | $125.9 萬 | 0.08% | −48−1.4% | 減碼 |
| Chicago Trust Co NA | 3,325 | $126.3 萬 | 0.28% | −175−5.0% | 減碼 |
| APG Asset Management N.V. | 3,732 | $128.3 萬 | 0.00% | −244−6.1% | 減碼 |
| Letson Investment Management, Inc. | 3,381 | $128.4 萬 | 0.60% | +3,381 | 新進 |
| Riverview Trust Co | 3,384 | $128.5 萬 | 1.31% | 00.0% | 不變 |
| Fiduciary Trust Co | 3,391 | $128.8 萬 | 0.02% | +128+3.9% | 加碼 |
| Bank Ozk | 3,416 | $129.7 萬 | 0.63% | +257+8.1% | 加碼 |
| RSM US Wealth Management LLC | 3,436 | $130.5 萬 | 0.04% | +3,436 | 新進 |
| Summit Financial, LLC | 3,502 | $133.0 萬 | 0.09% | −32−0.9% | 減碼 |
| Stewart & Patten Co LLC | 3,503 | $133.1 萬 | 0.21% | −100−2.8% | 減碼 |
| Montecito Bank & Trust | 3,519 | $133.7 萬 | 0.29% | +351+11.1% | 加碼 |
| Holocene Advisors, LP | 3,540 | $134.5 萬 | 0.01% | +3,540 | 新進 |
| Metis Global Partners, LLC | 3,547 | $134.7 萬 | 0.05% | −1,610−31.2% | 減碼 |
| Jacobi Capital Management LLC | 3,573 | $135.7 萬 | 0.14% | +126+3.7% | 加碼 |
| Chemistry Wealth Management LLC | 3,588 | $136.3 萬 | 0.41% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 3,601 | $136.8 萬 | 0.04% | +639+21.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,605 | $136.9 萬 | 0.10% | +7+0.2% | 加碼 |
| Norinchukin Bank, The | 3,652 | $138.7 萬 | 0.03% | −548−13.0% | 減碼 |
| Central Trust Co | 3,675 | $139.6 萬 | 0.04% | +4+0.1% | 加碼 |