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 |
|---|---|---|---|---|---|
| Pointe Capital Management LLC | 1,412 | $61.9 萬 | 0.38% | 00.0% | 不變 |
| West Coast Financial LLC | 1,409 | $61.8 萬 | 0.07% | +50+3.7% | 加碼 |
| Mission Wealth Management, LP | 1,404 | $61.6 萬 | 0.02% | −10−0.7% | 減碼 |
| Lyell Wealth Management, LP | 1,404 | $61.6 萬 | 0.06% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 1,400 | $61.4 萬 | 0.14% | +1,400 | 新進 |
| Charter Oak Capital Management, LLC | 1,387 | $60.8 萬 | 0.07% | +60+4.5% | 加碼 |
| Becker Capital Management Inc | 1,383 | $60.6 萬 | 0.02% | −85−5.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 1,378 | $60.4 萬 | 0.03% | −120−8.0% | 減碼 |
| Capula Management Ltd | 1,358 | $59.5 萬 | 0.02% | +1,358 | 新進 |
| Checchi Capital Advisers, LLC | 1,342 | $58.8 萬 | 0.05% | −2−0.1% | 減碼 |
| Citizens Financial Group Inc | 1,340 | $58.8 萬 | 0.02% | −321−19.3% | 減碼 |
| Pinnacle Financial Partners Inc | 1,334 | $58.5 萬 | 0.01% | +305+29.6% | 加碼 |
| Arlington Trust Co LLC | 1,322 | $58.0 萬 | 0.15% | −4−0.3% | 減碼 |
| Northcape Wealth Management, LLC | 1,317 | $57.7 萬 | 0.21% | 00.0% | 不變 |
| Old Port Advisors | 1,300 | $57.0 萬 | 0.17% | +23+1.8% | 加碼 |
| Axq Capital, LP | 1,300 | $57.0 萬 | 0.14% | −500−27.8% | 減碼 |
| Gabelli Funds LLC | 1,300 | $57.0 萬 | 0.00% | −200−13.3% | 減碼 |
| Coastline Trust Co | 1,300 | $57.0 萬 | 0.07% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 1,300 | $57.0 萬 | 0.03% | +1,300 | 新進 |
| PFG Investments, LLC | 1,295 | $56.8 萬 | 0.03% | +1,295 | 新進 |
| Beacon Financial Group | 1,285 | $56.3 萬 | 0.06% | −96−7.0% | 減碼 |
| Premier Path Wealth Partners, LLC | 1,283 | $56.3 萬 | 0.11% | −31−2.4% | 減碼 |
| Fort Washington Investment Advisors Inc | 1,277 | $56.0 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 1,274 | $55.9 萬 | 0.08% | +1,274 | 新進 |
| Estabrook Capital Management | 1,270 | $55.7 萬 | 0.09% | −30−2.3% | 減碼 |
| Guinness Asset Management LTD | 1,267 | $55.6 萬 | 0.01% | −193−13.2% | 減碼 |
| Perritt Capital Management Inc | 1,261 | $55.3 萬 | 0.30% | +78+6.6% | 加碼 |
| St Germain D J Co Inc | 1,260 | $55.2 萬 | 0.03% | −13−1.0% | 減碼 |
| McLean Asset Management Corp | 1,285 | $55.2 萬 | 0.19% | −40−3.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 1,256 | $55.1 萬 | 0.06% | +1,256 | 新進 |
| Trust Asset Management LLC | 1,230 | $53.9 萬 | 0.05% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 1,229 | $53.9 萬 | 0.00% | +1,211+6,727.8% | 加碼 |
| Panagora Asset Management Inc | 1,225 | $53.7 萬 | 0.00% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 1,221 | $53.5 萬 | 0.01% | +39+3.3% | 加碼 |
| Wellington Shields Capital Management, LLC | 1,220 | $53.5 萬 | 0.10% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 1,215 | $53.3 萬 | 0.14% | −365−23.1% | 減碼 |
| Clarius Group, LLC | 1,208 | $53.0 萬 | 0.04% | −103−7.9% | 減碼 |
| Keel Point, LLC | 1,204 | $52.8 萬 | 0.05% | +61+5.3% | 加碼 |
| Modera Wealth Management, LLC | 1,203 | $52.7 萬 | 0.01% | −100−7.7% | 減碼 |
| EHP Funds Inc. | 1,200 | $52.6 萬 | 0.36% | −100−7.7% | 減碼 |
| Weil Company, Inc. | 1,200 | $52.6 萬 | 0.21% | 00.0% | 不變 |
| Prudential PLC | 1,192 | $52.3 萬 | 0.00% | −4,325−78.4% | 減碼 |
| Wealthspire Advisors, LLC | 1,190 | $52.2 萬 | 0.01% | −141−10.6% | 減碼 |
| Invesco, LLC | 1,183 | $51.9 萬 | 0.22% | −1,006−46.0% | 減碼 |
| Catalyst Financial Partners LLC | 1,257 | $51.8 萬 | 0.13% | −109−8.0% | 減碼 |
| Benedetti & Gucer, Inc. | 1,167 | $51.2 萬 | 0.25% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1,166 | $51.1 萬 | 0.01% | +80+7.4% | 加碼 |
| FFT Wealth Management LLC | 1,156 | $50.7 萬 | 0.04% | +136+13.3% | 加碼 |
| Loomis Sayles & Co L P | 1,153 | $50.6 萬 | 0.00% | +357+44.8% | 加碼 |
| Global Retirement Partners, LLC | 1,151 | $50.4 萬 | 0.02% | +12+1.1% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,150 | $50.4 萬 | 0.01% | +443+62.7% | 加碼 |
| Valeo Financial Advisors, LLC | 1,213 | $50.1 萬 | 0.02% | −314−20.6% | 減碼 |
| Contravisory Investment Management, Inc. | 1,142 | $50.1 萬 | 0.11% | −4−0.3% | 減碼 |
| Bryn Mawr Trust Co | 1,140 | $50.0 萬 | 0.02% | +1,140 | 新進 |
| Dakota Community Bank & Trust NA | 1,132 | $49.6 萬 | 2.68% | −235−17.2% | 減碼 |
| Bailard, Inc. | 1,119 | $49.1 萬 | 0.01% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 1,119 | $49.1 萬 | 0.05% | +68+6.5% | 加碼 |
| Sunflower Bank, N.A. | 1,115 | $48.9 萬 | 0.11% | −65−5.5% | 減碼 |
| Burt Wealth Advisors | 1,111 | $48.7 萬 | 0.12% | 00.0% | 不變 |
| Valtinson Bruner Financial Planning LLC | 1,108 | $48.6 萬 | 0.21% | −200−15.3% | 減碼 |
| Segment Wealth Management, LLC | 1,101 | $48.3 萬 | 0.04% | +517+88.5% | 加碼 |
| Cetera Trust Company, N.A | 1,100 | $48.2 萬 | 0.29% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 1,093 | $47.9 萬 | 0.05% | 00.0% | 不變 |
| We Are One Seven, LLC | 1,090 | $47.8 萬 | 0.02% | −292−21.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 1,084 | $47.5 萬 | 0.02% | −41−3.6% | 減碼 |
| Allworth Financial LP | 1,081 | $47.4 萬 | 0.00% | −18−1.6% | 減碼 |
| Aurora Private Wealth, Inc. | 1,091 | $47.4 萬 | 0.41% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 1,079 | $47.3 萬 | 0.01% | −9−0.8% | 減碼 |
| Cigna Investments Inc | 1,076 | $47.1 萬 | 0.09% | −27−2.4% | 減碼 |
| Everett Harris & Co | 1,072 | $47.0 萬 | 0.01% | 00.0% | 不變 |
| Portman Square Capital LLP | 1,071 | $47.0 萬 | 0.11% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,065 | $46.7 萬 | 0.01% | −46−4.1% | 減碼 |
| Invst, LLC | 1,071 | $46.6 萬 | 0.06% | −75−6.5% | 減碼 |
| Graham Capital Management, L.P. | 1,061 | $46.5 萬 | 0.01% | +1,061 | 新進 |
| Karpas Strategies, LLC | 1,060 | $46.5 萬 | 0.14% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,051 | $46.1 萬 | 0.04% | +419+66.3% | 加碼 |
| Financial Insights, Inc. | 1,047 | $45.9 萬 | 0.13% | −19−1.8% | 減碼 |
| Enzi Wealth | 1,110 | $45.6 萬 | 0.21% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 1,038 | $45.5 萬 | 0.02% | +92+9.7% | 加碼 |
| Ransom Advisory, Ltd | 1,038 | $45.5 萬 | 0.24% | +1,038 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,037 | $45.5 萬 | 0.00% | +1,037 | 新進 |
| GAMMA Investing LLC | 1,034 | $45.3 萬 | 0.09% | +223+27.5% | 加碼 |
| Busey Wealth Management | 1,034 | $45.3 萬 | 0.02% | −15−1.4% | 減碼 |
| Berkshire Asset Management LLC | 1,029 | $45.1 萬 | 0.02% | −18−1.7% | 減碼 |
| Woodmont Investment Counsel LLC | 1,026 | $45.0 萬 | 0.04% | −5−0.5% | 減碼 |
| Emprise Bank | 1,025 | $44.9 萬 | 0.30% | +1,025 | 新進 |
| Sterling Wealth Management, Inc. | 1,020 | $44.7 萬 | 0.22% | 00.0% | 不變 |
| Founders Capital Management, LLC | 1,019 | $44.7 萬 | 0.08% | +19+1.9% | 加碼 |
| Cambridge Trust Co | 1,017 | $44.6 萬 | 0.02% | +5+0.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 1,012 | $44.3 萬 | 0.01% | +21+2.1% | 加碼 |
| Focus Financial Network, Inc. | 1,066 | $44.0 萬 | 0.02% | +1,066 | 新進 |
| Van Strum & Towne Inc. | 1,000 | $43.8 萬 | 0.16% | 00.0% | 不變 |
| JBF Capital, Inc. | 1,000 | $43.8 萬 | 0.07% | 00.0% | 不變 |
| Armstrong, Fleming & Moore, Inc | 1,000 | $43.8 萬 | 0.30% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 998 | $43.8 萬 | 0.07% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 980 | $43.0 萬 | 0.09% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 977 | $42.8 萬 | 0.06% | −3−0.3% | 減碼 |
| KMG Fiduciary Partners, LLC | 976 | $42.8 萬 | 0.04% | 00.0% | 不變 |
| MV Capital Management, Inc. | 975 | $42.7 萬 | 0.05% | +1+0.1% | 加碼 |
| Rothschild Investment LLC | 968 | $42.4 萬 | 0.03% | +11+1.1% | 加碼 |