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 2 季 13F 持有人
Ameriprise Financial Inc 在 2025/6/30 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
- 1,362
- 較 2025 年第 1 季 +14 家
- 持有股數
- 8,065 萬
- 較 2025 年第 1 季 −225.6 萬 (−2.7%)
- 總市值
- $430.4 億
- 較 2025 年第 1 季 +$29.5 億 (+7.3%)
- 新進機構
- 119
- 另有 466 家加碼
- 清倉機構
- 105
- 另有 503 家減碼
另有 21 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 1,540 | $82.2 萬 | 0.05% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 1,553 | $82.9 萬 | 0.03% | −68−4.2% | 減碼 |
| WealthTrust Asset Management, LLC | 1,565 | $83.5 萬 | 0.62% | +23+1.5% | 加碼 |
| Canada Post Corp Registered Pension Plan | 1,575 | $84.1 萬 | 0.05% | +1,575 | 新進 |
| IFP Advisors, Inc | 1,481 | $84.6 萬 | 0.02% | −444−23.1% | 減碼 |
| Buckingham Strategic Partners | 1,590 | $84.9 萬 | 0.01% | −741−31.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 1,590 | $84.9 萬 | 0.01% | −184−10.4% | 減碼 |
| Eagle Global Advisors LLC | 1,600 | $85.4 萬 | 0.03% | 00.0% | 不變 |
| Parkshore Wealth Management, Inc. | 1,605 | $85.7 萬 | 0.42% | +5+0.3% | 加碼 |
| Pennsylvania Capital Management Inc | 1,606 | $85.7 萬 | 0.27% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,613 | $86.1 萬 | 0.01% | +18+1.1% | 加碼 |
| Ancora Advisors, LLC | 1,615 | $86.2 萬 | 0.02% | +12+0.7% | 加碼 |
| Searle & Co. | 1,615 | $86.2 萬 | 0.24% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 1,624 | $86.7 萬 | 0.24% | −46−2.8% | 減碼 |
| Frank, Rimerman Advisors LLC | 1,636 | $87.3 萬 | 0.06% | −226−12.1% | 減碼 |
| Farther Finance Advisors, LLC | 1,642 | $87.7 萬 | 0.02% | +240+17.1% | 加碼 |
| Financial Advocates Investment Management | 1,646 | $87.8 萬 | 0.07% | −1,452−46.9% | 減碼 |
| TigerOak Management, L.L.C. | 1,649 | $88.0 萬 | 0.30% | −9−0.5% | 減碼 |
| National Asset Management, Inc. | 1,656 | $88.4 萬 | 0.04% | −983−37.2% | 減碼 |
| St Germain D J Co Inc | 1,656 | $88.4 萬 | 0.04% | +444+36.6% | 加碼 |
| Cary Street Partners Financial LLC | 1,658 | $88.5 萬 | 0.02% | +3+0.2% | 加碼 |
| Mather Group, LLC. | 1,665 | $88.9 萬 | 0.01% | −168−9.2% | 減碼 |
| Spinnaker Trust | 1,685 | $89.9 萬 | 0.05% | 00.0% | 不變 |
| Argent Trust Co | 1,690 | $90.2 萬 | 0.03% | −8−0.5% | 減碼 |
| Stonegate Investment Group, LLC | 1,697 | $90.6 萬 | 0.02% | +5+0.3% | 加碼 |
| Larson Financial Group LLC | 1,705 | $91.0 萬 | 0.04% | +182+12.0% | 加碼 |
| Smithfield Trust Co | 1,728 | $92.5 萬 | 0.04% | 00.0% | 不變 |
| We Are One Seven, LLC | 1,748 | $93.3 萬 | 0.03% | −1,582−47.5% | 減碼 |
| Sovran Advisors, LLC | 1,746 | $93.6 萬 | 0.10% | −3,861−68.9% | 減碼 |
| Eqis Capital Management, Inc. | 1,758 | $93.8 萬 | 0.07% | −728−29.3% | 減碼 |
| Stephens Inc | 1,781 | $95.1 萬 | 0.01% | −391−18.0% | 減碼 |
| Howard Capital Management Group, LLC | 1,787 | $95.4 萬 | 0.07% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 1,790 | $95.5 萬 | 0.30% | 00.0% | 不變 |
| Legacy Trust | 1,793 | $95.7 萬 | 0.23% | −3−0.2% | 減碼 |
| Ballentine Partners, LLC | 1,802 | $96.2 萬 | 0.01% | −96−5.1% | 減碼 |
| Brighton Jones LLC | 1,810 | $96.6 萬 | 0.03% | +235+14.9% | 加碼 |
| Empirical Asset Management, LLC | 1,813 | $96.7 萬 | 0.30% | +263+17.0% | 加碼 |
| Dodge & Cox | 1,827 | $97.5 萬 | 0.00% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 1,838 | $98.1 萬 | 0.03% | −149−7.5% | 減碼 |
| Ritholtz Wealth Management | 1,843 | $98.4 萬 | 0.02% | +82+4.7% | 加碼 |
| Transcend Wealth Collective, LLC | 1,852 | $98.9 萬 | 0.08% | +347+23.1% | 加碼 |
| Quent Capital, LLC | 1,853 | $98.9 萬 | 0.10% | −21−1.1% | 減碼 |
| Insigneo Advisory Services, LLC | 1,855 | $99.0 萬 | 0.09% | −5−0.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 1,870 | $99.8 萬 | 0.01% | +154+9.0% | 加碼 |
| First Citizens Bank & Trust Co | 1,873 | $100.0 萬 | 0.02% | +16+0.9% | 加碼 |
| Prudential PLC | 1,875 | $100.1 萬 | 0.01% | +632+50.8% | 加碼 |
| Farringdon Capital, Ltd. | 1,879 | $100.3 萬 | 0.34% | −546−22.5% | 減碼 |
| Horizon Investments, LLC | 1,890 | $100.6 萬 | 0.02% | +246+15.0% | 加碼 |
| Ontario Teachers Pension Plan Board | 1,892 | $101.0 萬 | 0.02% | +585+44.8% | 加碼 |
| Warren Averett Asset Management, LLC | 1,897 | $101.3 萬 | 0.01% | +164+9.5% | 加碼 |
| Whalen Wealth Management Inc. | 1,907 | $101.8 萬 | 0.64% | +1,907 | 新進 |
| Gotham Asset Management, LLC | 1,913 | $102.1 萬 | 0.01% | −1−0.1% | 減碼 |
| Syon Capital LLC | 1,915 | $102.2 萬 | 0.07% | +137+7.7% | 加碼 |
| RMB Capital Management, LLC | 1,918 | $102.4 萬 | 0.02% | +1,918 | 新進 |
| AlphaCore Capital LLC | 1,934 | $103.2 萬 | 0.04% | +161+9.1% | 加碼 |
| AE Wealth Management LLC | 1,940 | $103.5 萬 | 0.01% | +89+4.8% | 加碼 |
| US Asset Management LLC | 1,959 | $104.6 萬 | 0.91% | −3−0.2% | 減碼 |
| Evergreen Capital Management LLC | 1,960 | $104.6 萬 | 0.03% | −22−1.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 1,982 | $105.8 萬 | 0.04% | −13−0.7% | 減碼 |
| Round Rock Advisors, LLC | 2,020 | $107.8 萬 | 0.19% | −3−0.1% | 減碼 |
| Advisors Asset Management, Inc. | 2,030 | $108.3 萬 | 0.02% | +89+4.6% | 加碼 |
| Simplicity Wealth,LLC | 2,043 | $109.0 萬 | 0.05% | +1,067+109.3% | 加碼 |
| First Commonwealth Financial Corp | 2,043 | $109.0 萬 | 0.24% | +50+2.5% | 加碼 |
| Adapt Wealth Advisors, LLC | 2,045 | $109.1 萬 | 0.49% | +50+2.5% | 加碼 |
| Fielder Capital Group LLC | 2,046 | $109.2 萬 | 0.29% | −79−3.7% | 減碼 |
| Personal Cfo Solutions, LLC | 2,048 | $109.3 萬 | 0.20% | −180−8.1% | 減碼 |
| Valeo Financial Advisors, LLC | 2,063 | $110.1 萬 | 0.03% | +895+76.6% | 加碼 |
| Gratus Wealth Advisors, LLC | 2,081 | $111.1 萬 | 0.17% | +10.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 2,085 | $111.3 萬 | 0.07% | −3,638−63.6% | 減碼 |
| RFG Advisory, LLC | 2,094 | $111.8 萬 | 0.03% | +45+2.2% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,099 | $112.0 萬 | 0.24% | +4+0.2% | 加碼 |
| MUFG Securities Americas Inc. | 2,110 | $112.6 萬 | 0.10% | +407+23.9% | 加碼 |
| Wealthspire Advisors, LLC | 2,143 | $114.4 萬 | 0.01% | −10−0.5% | 減碼 |
| Pitcairn Co | 2,145 | $114.5 萬 | 0.07% | −412−16.1% | 減碼 |
| Gateway Investment Advisers LLC | 2,167 | $115.7 萬 | 0.01% | −14−0.6% | 減碼 |
| Kinneret Advisory, LLC | 2,170 | $115.8 萬 | 0.11% | −4−0.2% | 減碼 |
| Engineers Gate Manager LP | 2,176 | $116.1 萬 | 0.01% | −2,204−50.3% | 減碼 |
| Wright Investors Service Inc | 2,207 | $117.8 萬 | 0.36% | −814−26.9% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 2,219 | $118.4 萬 | 0.04% | −438−16.5% | 減碼 |
| Basepoint Wealth LLC | 2,240 | $119.5 萬 | 0.92% | +167+8.1% | 加碼 |
| Skba Capital Management LLC | 2,245 | $119.8 萬 | 0.17% | 00.0% | 不變 |
| Ci Investments Inc. | 2,253 | $120.2 萬 | 0.00% | −36−1.6% | 減碼 |
| MorganRosel Wealth Management, LLC | 2,268 | $121.0 萬 | 0.33% | −506−18.2% | 減碼 |
| Abundance Wealth Counselors | 2,323 | $124.0 萬 | 0.23% | +996+75.1% | 加碼 |
| V-Square Quantitative Management LLC | 2,344 | $125.1 萬 | 0.17% | +16+0.7% | 加碼 |
| Intech Investment Management LLC | 2,390 | $127.6 萬 | 0.01% | −1,161−32.7% | 減碼 |
| Banque Cantonale Vaudoise | 2,421 | $129.2 萬 | 0.05% | +201+9.1% | 加碼 |
| Assetmark, Inc | 2,436 | $130.0 萬 | 0.00% | +673+38.2% | 加碼 |
| Vectors Research Management, LLC | 2,480 | $132.4 萬 | 0.45% | 00.0% | 不變 |
| Copperwynd Financial, LLC | 2,502 | $133.5 萬 | 0.33% | −28−1.1% | 減碼 |
| EPG Wealth Management LLC | 2,506 | $133.8 萬 | 0.40% | +67+2.7% | 加碼 |
| Camden Capital, LLC | 2,513 | $134.1 萬 | 0.13% | −26−1.0% | 減碼 |
| Westerkirk Capital Inc. | 2,528 | $134.9 萬 | 0.17% | +2,528 | 新進 |
| Brendel Financial Advisors LLC | 2,544 | $135.8 萬 | 0.76% | 00.0% | 不變 |
| Gator Capital Management, LLC | 2,600 | $138.8 萬 | 0.43% | 00.0% | 不變 |
| Signaturefd, LLC | 2,608 | $139.2 萬 | 0.02% | +34+1.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,616 | $139.6 萬 | 0.10% | −182−6.5% | 減碼 |
| Vishria Bird Financial Group, LLC | 2,628 | $140.2 萬 | 0.47% | +454+20.9% | 加碼 |
| Cavalier Investments, LLC | 2,663 | $142.1 萬 | 0.43% | −46−1.7% | 減碼 |
| Greenleaf Trust | 2,675 | $142.8 萬 | 0.01% | −2,270−45.9% | 減碼 |