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。
2024 年第 1 季 13F 持有人
Ameriprise Financial Inc 在 2024/3/31 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
- 1,243
- 較 2023 年第 4 季 +94 家
- 持有股數
- 8,398 萬
- 較 2023 年第 4 季 −4.33 萬 (−0.1%)
- 總市值
- $367.8 億
- 較 2023 年第 4 季 +$48.7 億 (+15.3%)
- 新進機構
- 150
- 另有 422 家加碼
- 清倉機構
- 56
- 另有 414 家減碼
另有 14 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 | 1,362 | $430.4 億 |
| 2025 年第 1 季 | 1,369 | $402.0 億 |
| 2024 年第 4 季 | 1,391 | $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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 3,381 | $148.2 萬 | 0.09% | −121−3.5% | 減碼 |
| Vestcor Inc | 3,378 | $148.1 萬 | 0.05% | −1,280−27.5% | 減碼 |
| Qtron Investments LLC | 3,377 | $148.1 萬 | 0.21% | +582+20.8% | 加碼 |
| Brevan Howard Capital Management LP | 3,361 | $147.4 萬 | 0.13% | +2,070+160.3% | 加碼 |
| CTC Alternative Strategies, Ltd. | 3,330 | $146.0 萬 | 0.91% | +3,330 | 新進 |
| Capstone Investment Advisors, LLC | 3,328 | $145.9 萬 | 0.03% | +1,953+142.0% | 加碼 |
| Shell Asset Management Co | 3,407 | $145.5 萬 | 0.07% | +1,384+68.4% | 加碼 |
| Wedmont Private Capital | 3,385 | $145.4 萬 | 0.11% | +189+5.9% | 加碼 |
| Lincoln National Corp | 3,312 | $145.2 萬 | 0.02% | +724+28.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,307 | $145.0 萬 | 0.10% | −298−8.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 3,302 | $144.8 萬 | 0.02% | −613−15.7% | 減碼 |
| Independent Advisor Alliance | 3,248 | $142.4 萬 | 0.05% | +499+18.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 3,246 | $142.3 萬 | 0.02% | −4,102−55.8% | 減碼 |
| Fiduciary Trust Co | 3,228 | $141.5 萬 | 0.02% | −163−4.8% | 減碼 |
| Jacobi Capital Management LLC | 3,212 | $140.8 萬 | 0.13% | −361−10.1% | 減碼 |
| Maven Securities LTD | 3,188 | $139.8 萬 | 0.08% | +3,188 | 新進 |
| National Asset Management, Inc. | 4,238 | $139.7 萬 | 0.04% | +1,062+33.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 3,179 | $139.4 萬 | 0.04% | −25−0.8% | 減碼 |
| Pring Turner Capital Group Inc | 3,176 | $139.2 萬 | 1.02% | 00.0% | 不變 |
| Hilltop Partners LLC | 3,171 | $139.0 萬 | 0.50% | −13−0.4% | 減碼 |
| Vinva Investment Management Ltd | 3,171 | $139.0 萬 | 0.08% | +332+11.7% | 加碼 |
| Meeder Advisory Services, Inc. | 3,163 | $138.7 萬 | 0.14% | +194+6.5% | 加碼 |
| Siemens Fonds Invest GmbH | 3,159 | $138.5 萬 | 0.11% | −62−1.9% | 減碼 |
| Tectonic Advisors LLC | 3,158 | $138.5 萬 | 0.11% | +160+5.3% | 加碼 |
| Toroso Investments, LLC | 3,153 | $138.2 萬 | 0.02% | +268+9.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,139 | $137.6 萬 | 0.06% | +78+2.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 3,137 | $137.6 萬 | 0.03% | +73+2.4% | 加碼 |
| Chilton Investment Co LLC | 3,133 | $137.4 萬 | 0.04% | 00.0% | 不變 |
| CWM, LLC | 3,128 | $137.2 萬 | 0.01% | −173−5.2% | 減碼 |
| Palisade Asset Management, LLC | 3,109 | $136.3 萬 | 0.13% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 3,108 | $136.3 萬 | 0.03% | −100−3.1% | 減碼 |
| RFG Advisory, LLC | 3,105 | $136.1 萬 | 0.05% | −16−0.5% | 減碼 |
| Engineers Gate Manager LP | 3,096 | $135.7 萬 | 0.04% | +3,096 | 新進 |
| Courier Capital LLC | 3,090 | $135.5 萬 | 0.10% | 00.0% | 不變 |
| Tiaa Trust, National Association | 3,062 | $134.3 萬 | 0.00% | +88+3.0% | 加碼 |
| Trust Co of Vermont | 3,061 | $134.2 萬 | 0.07% | +2,500+445.6% | 加碼 |
| Bridges Investment Management Inc | 3,055 | $133.9 萬 | 0.04% | −50−1.6% | 減碼 |
| AXS Investments LLC | 3,030 | $132.8 萬 | 0.32% | +3,030 | 新進 |
| Pitcairn Co | 3,022 | $132.5 萬 | 0.09% | +65+2.2% | 加碼 |
| Versor Investments LP | 3,000 | $131.5 萬 | 0.27% | +100+3.4% | 加碼 |
| Retireful, LLC | 2,990 | $131.1 萬 | 0.55% | +2,990 | 新進 |
| Genus Capital Management Inc. | 2,939 | $128.9 萬 | 0.17% | +2,939 | 新進 |
| Sabal Trust CO | 2,921 | $128.1 萬 | 0.07% | −8−0.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,907 | $127.5 萬 | 0.00% | +1,951+204.1% | 加碼 |
| Campbell & CO Investment Adviser LLC | 2,903 | $127.3 萬 | 0.11% | +735+33.9% | 加碼 |
| Catalyst Funds Management Pty Ltd | 2,900 | $127.1 萬 | 0.35% | +2,900 | 新進 |
| Sandy Cove Advisors, LLC | 2,890 | $126.7 萬 | 0.58% | −57−1.9% | 減碼 |
| Anfield Capital Management, LLC | 2,886 | $126.5 萬 | 0.61% | +2,886 | 新進 |
| M. Kulyk & Associates, LLC | 2,874 | $126.0 萬 | 0.29% | 00.0% | 不變 |
| Stevens Capital Management LP | 2,867 | $125.7 萬 | 0.24% | +2,867 | 新進 |
| Marks Group Wealth Management, Inc | 2,858 | $125.3 萬 | 0.13% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 2,808 | $123.1 萬 | 0.03% | +4+0.1% | 加碼 |
| Synovus Financial Corp | 2,806 | $123.0 萬 | 0.02% | +653+30.3% | 加碼 |
| Point72 Hong Kong Ltd | 2,800 | $122.8 萬 | 0.06% | +2,800 | 新進 |
| Huntington National Bank | 2,798 | $122.6 萬 | 0.01% | −203−6.8% | 減碼 |
| Trexquant Investment LP | 2,776 | $121.7 萬 | 0.02% | +2,776 | 新進 |
| HB Wealth Management, LLC | 2,771 | $121.5 萬 | 0.02% | −116−4.0% | 減碼 |
| Bleakley Financial Group, LLC | 2,758 | $120.9 萬 | 0.04% | +77+2.9% | 加碼 |
| Simplicity Wealth,LLC | 2,737 | $120.0 萬 | 0.03% | +2,737 | 新進 |
| Heartland Bank & Trust Co | 2,731 | $119.7 萬 | 0.70% | −44−1.6% | 減碼 |
| Paloma Partners Management Co | 2,725 | $119.5 萬 | 0.17% | +2,725 | 新進 |
| Integrated Wealth Concepts LLC | 2,711 | $118.8 萬 | 0.02% | +240+9.7% | 加碼 |
| Rakuten Investment Management, Inc. | 2,703 | $118.5 萬 | 0.01% | +2,451+972.6% | 加碼 |
| Jacobs Levy Equity Management, Inc | 2,694 | $118.1 萬 | 0.01% | 00.0% | 不變 |
| Zhang Financial LLC | 2,679 | $117.4 萬 | 0.09% | +955+55.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 2,668 | $117.0 萬 | 0.06% | +111+4.3% | 加碼 |
| HM Payson & Co | 2,663 | $116.8 萬 | 0.02% | −88−3.2% | 減碼 |
| Personal Cfo Solutions, LLC | 2,662 | $116.7 萬 | 0.18% | +9+0.3% | 加碼 |
| HighPoint Advisor Group LLC | 2,656 | $114.7 萬 | 0.08% | −54−2.0% | 減碼 |
| Paradigm Asset Management Co LLC | 2,600 | $114.0 萬 | 0.29% | 00.0% | 不變 |
| Gator Capital Management, LLC | 2,600 | $114.0 萬 | 0.61% | 00.0% | 不變 |
| EPG Wealth Management LLC | 2,598 | $113.9 萬 | 0.28% | +314+13.7% | 加碼 |
| Chase Investment Counsel Corp | 2,600 | $113.9 萬 | 0.42% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 2,577 | $113.0 萬 | 0.12% | 00.0% | 不變 |
| Skba Capital Management LLC | 2,575 | $112.9 萬 | 0.18% | −270−9.5% | 減碼 |
| Two Sigma Securities, LLC | 2,556 | $112.1 萬 | 0.05% | +1,716+204.3% | 加碼 |
| Balentine LLC | 2,538 | $111.3 萬 | 0.03% | −17−0.7% | 減碼 |
| Brendel Financial Advisors LLC | 2,534 | $111.1 萬 | 1.27% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 2,515 | $110.3 萬 | 0.09% | +75+3.1% | 加碼 |
| Lake Street Advisors Group, LLC | 2,506 | $109.9 萬 | 0.05% | +14+0.6% | 加碼 |
| Vectors Research Management, LLC | 2,480 | $108.7 萬 | 0.31% | 00.0% | 不變 |
| Camden Capital, LLC | 2,477 | $108.6 萬 | 0.10% | +96+4.0% | 加碼 |
| Fayez Sarofim & Co | 2,470 | $108.3 萬 | 0.00% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 2,468 | $108.2 萬 | 0.02% | −3,698−60.0% | 減碼 |
| Legacy Capital Group California, Inc. | 2,444 | $107.2 萬 | 0.40% | +2,444 | 新進 |
| Umb Bank N A | 2,439 | $106.9 萬 | 0.02% | −617−20.2% | 減碼 |
| Cavalier Investments, LLC | 2,417 | $106.0 萬 | 0.39% | +112+4.9% | 加碼 |
| Clearstead Advisors, LLC | 2,402 | $103.8 萬 | 0.05% | −15−0.6% | 減碼 |
| Resources Investment Advisors, LLC. | 2,366 | $103.7 萬 | 0.02% | +26+1.1% | 加碼 |
| NEOS Investment Management LLC | 2,348 | $102.9 萬 | 0.06% | +914+63.7% | 加碼 |
| Seven Eight Capital, LP | 2,333 | $102.3 萬 | 0.11% | −53−2.2% | 減碼 |
| CAPROCK Group, Inc. | 2,311 | $101.3 萬 | 0.06% | +7+0.3% | 加碼 |
| Copperwynd Financial, LLC | 2,309 | $101.2 萬 | 0.36% | −75−3.1% | 減碼 |
| Signaturefd, LLC | 2,296 | $100.7 萬 | 0.02% | +26+1.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,277 | $99.8 萬 | 0.14% | +254+12.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 2,271 | $99.6 萬 | 0.02% | +95+4.4% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,269 | $99.5 萬 | 0.04% | +760+50.4% | 加碼 |
| Old North State Trust, LLC | 2,266 | $99.4 萬 | 0.84% | +2,266 | 新進 |
| Fifth Third Wealth Advisors LLC | 2,234 | $98.0 萬 | 0.15% | +359+19.1% | 加碼 |
| Lindbrook Capital, LLC | 2,190 | $96.0 萬 | 0.09% | +14+0.6% | 加碼 |