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 4 季 13F 持有人
Ameriprise Financial Inc 在 2024/12/31 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
- 1,391
- 較 2024 年第 3 季 +149 家
- 持有股數
- 8,300 萬
- 較 2024 年第 3 季 +48.3 萬 (+0.6%)
- 總市值
- $441.7 億
- 較 2024 年第 3 季 +$54.5 億 (+14.1%)
- 新進機構
- 208
- 另有 426 家加碼
- 清倉機構
- 59
- 另有 495 家減碼
另有 25 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 2,186 | $116.4 萬 | 0.10% | +5+0.2% | 加碼 |
| Kinneret Advisory, LLC | 2,181 | $116.1 萬 | 0.11% | −101−4.4% | 減碼 |
| Vishria Bird Financial Group, LLC | 2,174 | $115.7 萬 | 0.41% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2,163 | $115.2 萬 | 0.02% | −1,577−42.2% | 減碼 |
| Gratus Wealth Advisors, LLC | 2,163 | $115.2 萬 | 0.18% | −14−0.6% | 減碼 |
| Pettee Investors, Inc. | 2,150 | $114.5 萬 | 0.58% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 8,271 | $112.1 萬 | 0.37% | −439−5.0% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $111.5 萬 | 0.28% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 2,086 | $111.1 萬 | 0.08% | +38+1.9% | 加碼 |
| Wealthspire Advisors, LLC | 2,078 | $110.6 萬 | 0.01% | +718+52.8% | 加碼 |
| Natixis | 2,077 | $110.6 萬 | 0.01% | −39,758−95.0% | 減碼 |
| Gateway Investment Advisers LLC | 2,071 | $110.3 萬 | 0.01% | −42−2.0% | 減碼 |
| Basepoint Wealth LLC | 2,068 | $110.1 萬 | 0.88% | +10.0% | 加碼 |
| Advisors Asset Management, Inc. | 2,054 | $109.4 萬 | 0.02% | +166+8.8% | 加碼 |
| RFG Advisory, LLC | 2,051 | $109.2 萬 | 0.03% | −53−2.5% | 減碼 |
| Ci Investments Inc. | 2,043 | $108.8 萬 | 0.00% | +137+7.2% | 加碼 |
| Fielder Capital Group LLC | 2,043 | $108.8 萬 | 0.34% | −3−0.1% | 減碼 |
| Citizens Financial Group Inc | 2,024 | $107.8 萬 | 0.02% | +159+8.5% | 加碼 |
| Round Rock Advisors, LLC | 2,020 | $107.6 萬 | 0.22% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 2,015 | $107.3 萬 | 0.15% | −8−0.4% | 減碼 |
| National Asset Management, Inc. | 2,014 | $107.3 萬 | 0.04% | −493−19.7% | 減碼 |
| Chase Investment Counsel Corp | 2,000 | $106.4 萬 | 0.34% | −1,400−41.2% | 減碼 |
| Adapt Wealth Advisors, LLC | 1,995 | $106.2 萬 | 0.52% | +60+3.1% | 加碼 |
| Snowden Capital Advisors LLC | 1,979 | $105.4 萬 | 0.03% | +210+11.9% | 加碼 |
| Acadian Asset Management LLC | 1,978 | $105.1 萬 | 0.00% | −3,900−66.3% | 減碼 |
| US Asset Management LLC | 1,967 | $104.7 萬 | 0.94% | −47−2.3% | 減碼 |
| Douglass Winthrop Advisors, LLC | 1,962 | $104.5 萬 | 0.02% | 00.0% | 不變 |
| MorganRosel Wealth Management, LLC | 1,955 | $104.1 萬 | 0.34% | +84+4.5% | 加碼 |
| Petrus Trust Company, LTA | 1,930 | $102.8 萬 | 0.10% | +1,163+151.6% | 加碼 |
| Evergreen Capital Management LLC | 1,921 | $102.3 萬 | 0.03% | +3+0.2% | 加碼 |
| First Commonwealth Financial Corp | 1,911 | $101.7 萬 | 0.24% | +69+3.7% | 加碼 |
| First Citizens Bank & Trust Co | 1,898 | $101.1 萬 | 0.02% | +350+22.6% | 加碼 |
| Insigneo Advisory Services, LLC | 1,892 | $100.7 萬 | 0.10% | −2−0.1% | 減碼 |
| Gotham Asset Management, LLC | 1,884 | $100.3 萬 | 0.01% | +180+10.6% | 加碼 |
| Burling Wealth Partners, LLC | 1,881 | $100.2 萬 | 0.20% | +1,881 | 新進 |
| Groupama Asset Managment | 1,877 | $99.6 萬 | 0.02% | −2,973−61.3% | 減碼 |
| Canada Post Corp Registered Pension Plan | 1,865 | $99.3 萬 | 0.06% | +1,865 | 新進 |
| Stonegate Investment Group, LLC | 1,860 | $99.0 萬 | 0.03% | +9+0.5% | 加碼 |
| Banco Santander, S.A. | 1,856 | $98.8 萬 | 0.01% | +1,856 | 新進 |
| iA Global Asset Management Inc. | 1,853 | $98.7 萬 | 0.02% | −1,826−49.6% | 減碼 |
| Capstone Investment Advisors, LLC | 1,849 | $98.4 萬 | 0.01% | +272+17.2% | 加碼 |
| Quent Capital, LLC | 1,841 | $98.0 萬 | 0.10% | −5−0.3% | 減碼 |
| Dodge & Cox | 1,827 | $97.3 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,826 | $97.3 萬 | 0.03% | −12−0.7% | 減碼 |
| Mather Group, LLC. | 1,823 | $97.0 萬 | 0.01% | −126−6.5% | 減碼 |
| Prudential PLC | 1,817 | $96.7 萬 | 0.00% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 1,800 | $95.8 萬 | 0.05% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 1,794 | $95.5 萬 | 0.71% | +1,794 | 新進 |
| Entropy Technologies, LP | 1,794 | $95.5 萬 | 0.10% | +1,794 | 新進 |
| Frank, Rimerman Advisors LLC | 1,789 | $95.3 萬 | 0.07% | +84+4.9% | 加碼 |
| Howard Capital Management Group, LLC | 1,787 | $95.1 萬 | 0.07% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 1,778 | $94.6 萬 | 0.01% | +691+63.6% | 加碼 |
| Merit Financial Group, LLC | 1,772 | $94.3 萬 | 0.02% | +1,772 | 新進 |
| Assetmark, Inc | 1,766 | $94.0 萬 | 0.00% | +40+2.3% | 加碼 |
| Boston Financial Mangement LLC | 1,761 | $93.8 萬 | 0.03% | +143+8.8% | 加碼 |
| Legacy Trust | 1,752 | $93.3 萬 | 0.22% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 1,751 | $93.2 萬 | 0.07% | −161−8.4% | 減碼 |
| Ritholtz Wealth Management | 1,739 | $92.6 萬 | 0.03% | −225−11.5% | 減碼 |
| Edgestream Partners, L.P. | 1,735 | $92.4 萬 | 0.04% | −8,452−83.0% | 減碼 |
| Smithfield Trust Co | 1,728 | $92.1 萬 | 0.05% | −1−0.1% | 減碼 |
| Quantbot Technologies LP | 1,725 | $91.8 萬 | 0.03% | +1,725 | 新進 |
| Syon Capital LLC | 1,718 | $91.5 萬 | 0.08% | −100−5.5% | 減碼 |
| AE Wealth Management LLC | 1,714 | $91.3 萬 | 0.01% | +362+26.8% | 加碼 |
| Mattson Financial Services, LLC | 1,910 | $89.7 萬 | 0.29% | −912−32.3% | 減碼 |
| Spinnaker Trust | 1,685 | $89.7 萬 | 0.06% | 00.0% | 不變 |
| Argent Trust Co | 1,677 | $89.3 萬 | 0.04% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,674 | $89.1 萬 | 0.00% | +327+24.3% | 加碼 |
| Legacy Capital Group California, Inc. | 1,674 | $89.1 萬 | 0.27% | −682−28.9% | 減碼 |
| Fort Point Capital Partners LLC | 1,671 | $89.0 萬 | 0.10% | +98+6.2% | 加碼 |
| TigerOak Management, L.L.C. | 1,658 | $88.3 萬 | 0.32% | +1,658 | 新進 |
| Guinness Asset Management LTD | 1,648 | $87.7 萬 | 0.02% | +598+57.0% | 加碼 |
| Cary Street Partners Financial LLC | 1,645 | $87.6 萬 | 0.03% | +1,645 | 新進 |
| Buckingham Strategic Partners | 1,637 | $87.2 萬 | 0.01% | +866+112.3% | 加碼 |
| Wellington Management Group LLP | 1,627 | $86.6 萬 | 0.00% | +261+19.1% | 加碼 |
| Pensionmark Financial Group, LLC | 1,627 | $86.6 萬 | 0.02% | +225+16.0% | 加碼 |
| Ancora Advisors, LLC | 1,619 | $86.2 萬 | 0.02% | +16+1.0% | 加碼 |
| Searle & Co. | 1,615 | $86.0 萬 | 0.25% | −95−5.6% | 減碼 |
| Pennsylvania Capital Management Inc | 1,610 | $85.7 萬 | 0.29% | +3+0.2% | 加碼 |
| J. W. Coons Advisors, LLC | 1,609 | $85.7 萬 | 0.22% | −30−1.8% | 減碼 |
| Eagle Global Advisors LLC | 1,600 | $85.2 萬 | 0.03% | 00.0% | 不變 |
| Horizon Investments, LLC | 1,602 | $85.1 萬 | 0.02% | +22+1.4% | 加碼 |
| Parkshore Wealth Management, Inc. | 1,596 | $85.0 萬 | 0.51% | +1,596 | 新進 |
| Scotia Capital Inc. | 1,585 | $84.4 萬 | 0.00% | +1,149+263.5% | 加碼 |
| Ibex Wealth Advisors | 1,565 | $83.3 萬 | 0.10% | −36,688−95.9% | 減碼 |
| LRT Capital Management, LLC | 1,562 | $83.2 萬 | 0.65% | +1,562 | 新進 |
| Brown Brothers Harriman & Co | 1,554 | $82.7 萬 | 0.01% | +127+8.9% | 加碼 |
| Norden Group LLC | 1,552 | $82.6 萬 | 0.09% | −5−0.3% | 減碼 |
| Polymer Capital Management (US) LLC | 1,550 | $82.5 萬 | 0.26% | +1,550 | 新進 |
| LMR Partners LLP | 1,545 | $82.3 萬 | 0.01% | +1,545 | 新進 |
| Berkshire Asset Management LLC | 1,457 | $82.1 萬 | 0.04% | −64−4.2% | 減碼 |
| Everence Capital Management Inc | 1,540 | $82.0 萬 | 0.05% | 00.0% | 不變 |
| Kolinsky Wealth Management, LLC | 1,536 | $81.8 萬 | 0.50% | +45+3.0% | 加碼 |
| Jain Global LLC | 1,533 | $81.6 萬 | 0.02% | +1,533 | 新進 |
| WealthTrust Asset Management, LLC | 1,532 | $81.6 萬 | 0.59% | +1,532 | 新進 |
| Stokes Capital Advisors, LLC | 1,507 | $80.2 萬 | 0.21% | −5−0.3% | 減碼 |
| Profund Advisors LLC | 1,499 | $79.8 萬 | 0.03% | −52−3.4% | 減碼 |
| Coastal Bridge Advisors, LLC | 1,497 | $79.7 萬 | 0.20% | +2+0.1% | 加碼 |
| Rathbone Brothers plc | 1,496 | $79.7 萬 | 0.00% | −281−15.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,889 | $79.3 萬 | 0.14% | +3,982+137.0% | 加碼 |
| WBI Investments | 1,488 | $79.2 萬 | 0.20% | +1,488 | 新進 |