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。
2025 年第 1 季 13F 持有人
Ameriprise Financial Inc 在 2025/3/31 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
- 1,369
- 較 2024 年第 4 季 +1 家
- 持有股數
- 8,314 萬
- 較 2024 年第 4 季 +155.5 萬 (+1.9%)
- 總市值
- $402.0 億
- 較 2024 年第 4 季 −$32.1 億 (−7.4%)
- 新進機構
- 112
- 另有 494 家加碼
- 清倉機構
- 111
- 另有 485 家減碼
另有 23 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HRT Financial LP | 2,345 | $113.5 萬 | 0.01% | −29,649−92.7% | 減碼 |
| Buckingham Strategic Partners | 2,331 | $112.9 萬 | 0.02% | +694+42.4% | 加碼 |
| V-Square Quantitative Management LLC | 2,328 | $112.7 萬 | 0.16% | +52+2.3% | 加碼 |
| Ci Investments Inc. | 2,289 | $110.8 萬 | 0.00% | +246+12.0% | 加碼 |
| Groupama Asset Managment | 2,276 | $109.8 萬 | 0.02% | +399+21.3% | 加碼 |
| Skba Capital Management LLC | 2,245 | $108.7 萬 | 0.16% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 2,228 | $107.8 萬 | 0.22% | −10−0.4% | 減碼 |
| Banque Cantonale Vaudoise | 2,220 | $107.5 萬 | 0.05% | +2,220 | 新進 |
| Lindbrook Capital, LLC | 2,217 | $107.3 萬 | 0.10% | +31+1.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,184 | $105.7 萬 | 0.03% | −4,478−67.2% | 減碼 |
| Gateway Investment Advisers LLC | 2,181 | $105.6 萬 | 0.01% | +110+5.3% | 加碼 |
| Jones Financial Companies LLLP | 2,184 | $105.4 萬 | 0.00% | +510+30.5% | 加碼 |
| Kinneret Advisory, LLC | 2,174 | $105.2 萬 | 0.11% | −7−0.3% | 減碼 |
| Vishria Bird Financial Group, LLC | 2,174 | $105.2 萬 | 0.36% | 00.0% | 不變 |
| Stephens Inc | 2,172 | $105.1 萬 | 0.02% | −17−0.8% | 減碼 |
| Prosperity Consulting Group, LLC | 2,166 | $104.9 萬 | 0.08% | +80+3.8% | 加碼 |
| Wealthspire Advisors, LLC | 2,153 | $104.2 萬 | 0.01% | +75+3.6% | 加碼 |
| LRT Capital Management, LLC | 2,127 | $103.0 萬 | 0.71% | +565+36.2% | 加碼 |
| Fielder Capital Group LLC | 2,125 | $102.9 萬 | 0.30% | +82+4.0% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $101.4 萬 | 0.26% | 00.0% | 不變 |
| Gratus Wealth Advisors, LLC | 2,080 | $100.7 萬 | 0.17% | −83−3.8% | 減碼 |
| Basepoint Wealth LLC | 2,073 | $100.4 萬 | 0.78% | +5+0.2% | 加碼 |
| RFG Advisory, LLC | 2,049 | $99.2 萬 | 0.03% | −2−0.1% | 減碼 |
| Round Rock Advisors, LLC | 2,023 | $97.9 萬 | 0.18% | +3+0.1% | 加碼 |
| Harbor Capital Advisors, Inc. | 1,995 | $96.6 萬 | 0.04% | +1,995 | 新進 |
| Adapt Wealth Advisors, LLC | 1,995 | $96.6 萬 | 0.47% | 00.0% | 不變 |
| First Commonwealth Financial Corp | 1,993 | $96.5 萬 | 0.23% | +82+4.3% | 加碼 |
| Snowden Capital Advisors LLC | 1,987 | $96.2 萬 | 0.03% | +8+0.4% | 加碼 |
| Evergreen Capital Management LLC | 1,982 | $96.0 萬 | 0.03% | +61+3.2% | 加碼 |
| US Asset Management LLC | 1,962 | $95.0 萬 | 0.91% | −5−0.3% | 減碼 |
| Advisors Asset Management, Inc. | 1,941 | $94.0 萬 | 0.02% | −113−5.5% | 減碼 |
| IFP Advisors, Inc | 1,925 | $93.2 萬 | 0.03% | +99+5.4% | 加碼 |
| Gotham Asset Management, LLC | 1,914 | $92.7 萬 | 0.01% | +30+1.6% | 加碼 |
| Ballentine Partners, LLC | 1,898 | $91.9 萬 | 0.02% | −363−16.1% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,878 | $90.9 萬 | 0.03% | −2,712−59.1% | 減碼 |
| Quent Capital, LLC | 1,874 | $90.7 萬 | 0.10% | +33+1.8% | 加碼 |
| Frank, Rimerman Advisors LLC | 1,862 | $90.1 萬 | 0.07% | +73+4.1% | 加碼 |
| Insigneo Advisory Services, LLC | 1,860 | $90.1 萬 | 0.09% | −32−1.7% | 減碼 |
| First Citizens Bank & Trust Co | 1,857 | $89.9 萬 | 0.02% | −41−2.2% | 減碼 |
| AE Wealth Management LLC | 1,851 | $89.6 萬 | 0.01% | +137+8.0% | 加碼 |
| LM Advisors LLC | 1,836 | $88.9 萬 | 0.16% | +1,836 | 新進 |
| Mather Group, LLC. | 1,833 | $88.7 萬 | 0.01% | +10+0.5% | 加碼 |
| Dodge & Cox | 1,827 | $88.4 萬 | 0.00% | 00.0% | 不變 |
| CenterBook Partners LP | 1,827 | $88.4 萬 | 0.06% | +684+59.8% | 加碼 |
| Legacy Trust | 1,796 | $86.9 萬 | 0.21% | +44+2.5% | 加碼 |
| Van Strum & Towne Inc. | 1,790 | $86.7 萬 | 0.29% | +750+72.1% | 加碼 |
| Howard Capital Management Group, LLC | 1,787 | $86.5 萬 | 0.07% | 00.0% | 不變 |
| XTX Topco Ltd | 1,784 | $86.4 萬 | 0.04% | −457−20.4% | 減碼 |
| Syon Capital LLC | 1,778 | $86.1 萬 | 0.07% | +60+3.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 1,774 | $85.9 萬 | 0.01% | +355+25.0% | 加碼 |
| AlphaCore Capital LLC | 1,773 | $85.8 萬 | 0.07% | +1,773 | 新進 |
| Assetmark, Inc | 1,763 | $85.3 萬 | 0.00% | −3−0.2% | 減碼 |
| Ritholtz Wealth Management | 1,761 | $85.2 萬 | 0.03% | +22+1.3% | 加碼 |
| Warren Averett Asset Management, LLC | 1,733 | $83.9 萬 | 0.01% | +253+17.1% | 加碼 |
| Smithfield Trust Co | 1,728 | $83.7 萬 | 0.04% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 1,723 | $83.4 萬 | 0.08% | −28−1.6% | 減碼 |
| Kestra Investment Management, LLC | 1,718 | $83.2 萬 | 0.03% | −1,537−47.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 1,716 | $83.1 萬 | 0.01% | −62−3.5% | 減碼 |
| Sigma Planning Corp | 1,707 | $82.6 萬 | 0.03% | +1,255+277.7% | 加碼 |
| MUFG Securities Americas Inc. | 1,703 | $82.4 萬 | 0.10% | +271+18.9% | 加碼 |
| Argent Trust Co | 1,698 | $82.2 萬 | 0.03% | +21+1.3% | 加碼 |
| Stonegate Investment Group, LLC | 1,692 | $81.9 萬 | 0.02% | −168−9.0% | 減碼 |
| Spinnaker Trust | 1,685 | $81.6 萬 | 0.05% | 00.0% | 不變 |
| Quarry LP | 1,685 | $81.6 萬 | 0.21% | +1,598+1,836.8% | 加碼 |
| CSS LLC | 1,680 | $81.3 萬 | 0.06% | +490+41.2% | 加碼 |
| Quest Partners LLC | 1,679 | $81.3 萬 | 0.09% | +1,492+797.9% | 加碼 |
| Legacy Capital Group California, Inc. | 1,670 | $80.8 萬 | 0.28% | −4−0.2% | 減碼 |
| TigerOak Management, L.L.C. | 1,658 | $80.3 萬 | 0.31% | 00.0% | 不變 |
| Cary Street Partners Financial LLC | 1,655 | $80.1 萬 | 0.03% | +10+0.6% | 加碼 |
| Pensionmark Financial Group, LLC | 1,654 | $80.0 萬 | 0.02% | +27+1.7% | 加碼 |
| Horizon Investments, LLC | 1,644 | $79.3 萬 | 0.02% | +42+2.6% | 加碼 |
| Fort Point Capital Partners LLC | 1,634 | $79.1 萬 | 0.09% | −37−2.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 1,621 | $78.5 萬 | 0.04% | +616+61.3% | 加碼 |
| Searle & Co. | 1,615 | $78.2 萬 | 0.22% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 1,609 | $77.9 萬 | 0.21% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 1,606 | $77.7 萬 | 0.29% | −4−0.2% | 減碼 |
| Ancora Advisors, LLC | 1,603 | $77.6 萬 | 0.02% | −16−1.0% | 減碼 |
| Parkshore Wealth Management, Inc. | 1,600 | $77.5 萬 | 0.45% | +4+0.3% | 加碼 |
| Eagle Global Advisors LLC | 1,600 | $77.5 萬 | 0.03% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 1,598 | $77.4 萬 | 0.01% | +349+27.9% | 加碼 |
| Brown Brothers Harriman & Co | 1,595 | $77.2 萬 | 0.01% | +41+2.6% | 加碼 |
| Belpointe Asset Management LLC | 1,588 | $76.9 萬 | 0.04% | −162−9.3% | 減碼 |
| Brighton Jones LLC | 1,575 | $76.2 萬 | 0.02% | +798+102.7% | 加碼 |
| Benjamin Edwards Inc | 1,572 | $76.1 萬 | 0.01% | +393+33.3% | 加碼 |
| Empirical Asset Management, LLC | 1,550 | $75.0 萬 | 0.26% | −6,721−81.3% | 減碼 |
| Norden Group LLC | 1,549 | $75.0 萬 | 0.09% | −3−0.2% | 減碼 |
| LMR Partners LLP | 1,545 | $74.8 萬 | 0.02% | 00.0% | 不變 |
| WealthTrust Asset Management, LLC | 1,542 | $74.6 萬 | 0.55% | +10+0.7% | 加碼 |
| Everence Capital Management Inc | 1,540 | $74.6 萬 | 0.05% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,523 | $73.7 萬 | 0.04% | +279+22.4% | 加碼 |
| Stokes Capital Advisors, LLC | 1,518 | $73.5 萬 | 0.19% | +11+0.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 1,516 | $73.4 萬 | 0.01% | +880+138.4% | 加碼 |
| Transcend Wealth Collective, LLC | 1,505 | $72.9 萬 | 0.05% | +80+5.6% | 加碼 |
| N.E.W. Advisory Services LLC | 1,498 | $72.5 萬 | 0.06% | +749+100.0% | 加碼 |
| Guinness Asset Management LTD | 1,496 | $72.4 萬 | 0.01% | −152−9.2% | 減碼 |
| Rathbone Brothers plc | 1,496 | $72.4 萬 | 0.00% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 1,493 | $72.3 萬 | 0.03% | −980−39.6% | 減碼 |
| Pallas Capital Advisors LLC | 1,492 | $72.2 萬 | 0.03% | +1,492 | 新進 |
| Miracle Mile Advisors, LLC | 1,489 | $72.1 萬 | 0.01% | +424+39.8% | 加碼 |
| Forum Financial Management, LP | 1,485 | $71.9 萬 | 0.01% | +1+0.1% | 加碼 |