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
- 1,363
- 較 2025 年第 1 季 +15 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
- 120
- 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 | 1,363 | $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 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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 3,532 | $188.5 萬 | 0.11% | +208+6.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 3,523 | $188.0 萬 | 0.04% | +332+10.4% | 加碼 |
| 17 Capital Partners, LLC | 3,516 | $187.7 萬 | 1.08% | −1,889−34.9% | 減碼 |
| Pensionmark Financial Group, LLC | 3,454 | $184.3 萬 | 0.04% | +1,800+108.8% | 加碼 |
| Mount Yale Investment Advisors, LLC | 3,444 | $183.8 萬 | 0.14% | +57+1.7% | 加碼 |
| Natixis | 3,435 | $183.3 萬 | 0.01% | −6,333−64.8% | 減碼 |
| YANKCOM Partnership | 3,428 | $183.0 萬 | 0.90% | +226+7.1% | 加碼 |
| Kennebec Savings Bank | 3,387 | $180.8 萬 | 1.77% | −26−0.8% | 減碼 |
| Letson Investment Management, Inc. | 3,381 | $180.5 萬 | 0.71% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 3,380 | $180.4 萬 | 0.01% | +629+22.9% | 加碼 |
| Integrated Wealth Concepts LLC | 3,344 | $178.5 萬 | 0.02% | +477+16.6% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 3,320 | $177.2 萬 | 0.03% | −92−2.7% | 減碼 |
| Prudent Man Advisors, LLC | 3,293 | $175.8 萬 | 0.56% | +320+10.8% | 加碼 |
| Quest Partners LLC | 3,279 | $175.0 萬 | 0.17% | +1,600+95.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 3,263 | $174.2 萬 | 0.04% | −77−2.3% | 減碼 |
| Fort Point Capital Partners LLC | 3,206 | $171.1 萬 | 0.17% | +1,572+96.2% | 加碼 |
| First Horizon Advisors, Inc. | 3,198 | $170.7 萬 | 0.04% | −394−11.0% | 減碼 |
| Pring Turner Capital Group Inc | 3,176 | $169.5 萬 | 1.10% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 3,172 | $169.3 萬 | 0.01% | +6+0.2% | 加碼 |
| Central Trust Co | 3,159 | $168.6 萬 | 0.04% | −305−8.8% | 減碼 |
| Affinity Investment Advisors, LLC | 3,141 | $167.6 萬 | 1.27% | −312−9.0% | 減碼 |
| Arkadios Wealth Advisors | 3,106 | $165.8 萬 | 0.05% | −5,519−64.0% | 減碼 |
| Impact Investors, Inc | 3,089 | $164.9 萬 | 1.17% | −36−1.2% | 減碼 |
| Prentice Wealth Management LLC | 3,085 | $164.7 萬 | 0.43% | −143−4.4% | 減碼 |
| Hilltop Partners LLC | 3,077 | $164.2 萬 | 0.50% | +63+2.1% | 加碼 |
| Generali Asset Management SPA SGR | 3,056 | $163.1 萬 | 0.04% | −1,481−32.6% | 減碼 |
| Chilton Investment Co LLC | 3,044 | $162.5 萬 | 0.04% | −33−1.1% | 減碼 |
| Umb Bank N A | 3,039 | $162.2 萬 | 0.03% | −124−3.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 3,038 | $162.1 萬 | 0.02% | −21−0.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 3,037 | $162.1 萬 | 0.06% | −23,622−88.6% | 減碼 |
| Palisade Asset Management, LLC | 3,034 | $161.9 萬 | 0.16% | 00.0% | 不變 |
| Huntington National Bank | 3,034 | $161.9 萬 | 0.01% | +55+1.8% | 加碼 |
| Trust Co of Vermont | 3,031 | $161.8 萬 | 0.08% | +19+0.6% | 加碼 |
| Graham Capital Management, L.P. | 3,014 | $160.9 萬 | 0.05% | −2,773−47.9% | 減碼 |
| Chase Investment Counsel Corp | 3,000 | $160.1 萬 | 0.51% | 00.0% | 不變 |
| Pensionfund Sabic | 3,000 | $160.1 萬 | 0.45% | 00.0% | 不變 |
| Courier Capital LLC | 2,995 | $159.9 萬 | 0.10% | 00.0% | 不變 |
| Tiaa Trust, National Association | 2,993 | $159.7 萬 | 0.00% | +72+2.5% | 加碼 |
| NewEdge Wealth, LLC | 3,198 | $159.4 萬 | 0.02% | −176−5.2% | 減碼 |
| Virtus Investment Advisers, Inc. | 2,973 | $158.7 萬 | 0.54% | +487+19.6% | 加碼 |
| HighPoint Advisor Group LLC | 2,926 | $156.2 萬 | 0.08% | +88+3.1% | 加碼 |
| Sandy Cove Advisors, LLC | 2,917 | $155.7 萬 | 0.56% | +5+0.2% | 加碼 |
| Kingsview Wealth Management, LLC | 2,895 | $154.5 萬 | 0.03% | +19+0.7% | 加碼 |
| M. Kulyk & Associates, LLC | 2,874 | $153.4 萬 | 0.33% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 2,868 | $153.1 萬 | 0.14% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 2,860 | $152.6 萬 | 0.02% | −322−10.1% | 減碼 |
| Old North State Trust, LLC | 2,859 | $152.6 萬 | 1.04% | +404+16.5% | 加碼 |
| Smartleaf Asset Management LLC | 2,889 | $152.6 萬 | 0.13% | +239+9.0% | 加碼 |
| WBI Investments | 2,843 | $151.7 萬 | 0.39% | +2,133+300.4% | 加碼 |
| 44 Wealth Management LLC | 2,840 | $151.6 萬 | 0.54% | −25−0.9% | 減碼 |
| Fortress Private Ledger, LLC | 2,839 | $151.5 萬 | 0.69% | −87−3.0% | 減碼 |
| Net Worth Advisory Group | 2,749 | $146.7 萬 | 0.33% | −86−3.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,747 | $146.6 萬 | 0.02% | −335−10.9% | 減碼 |
| HM Payson & Co | 2,729 | $145.7 萬 | 0.02% | +33+1.2% | 加碼 |
| Jones Financial Companies LLLP | 2,743 | $145.0 萬 | 0.00% | +559+25.6% | 加碼 |
| Ramirez Asset Management, Inc. | 2,717 | $145.0 萬 | 0.22% | 00.0% | 不變 |
| Fayez Sarofim & Co | 2,716 | $145.0 萬 | 0.00% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 2,702 | $144.2 萬 | 0.27% | +145+5.7% | 加碼 |
| Resources Investment Advisors, LLC. | 2,699 | $144.1 萬 | 0.02% | −10.0% | 減碼 |
| Oppenheimer & Co Inc | 2,697 | $143.9 萬 | 0.02% | −314−10.4% | 減碼 |
| Graypoint LLC | 2,697 | $143.9 萬 | 0.08% | +185+7.4% | 加碼 |
| Argyle Capital Partners, LLC | 2,685 | $143.3 萬 | 1.18% | 00.0% | 不變 |
| Greenleaf Trust | 2,675 | $142.8 萬 | 0.01% | −2,270−45.9% | 減碼 |
| Cavalier Investments, LLC | 2,663 | $142.1 萬 | 0.43% | −46−1.7% | 減碼 |
| Vishria Bird Financial Group, LLC | 2,628 | $140.2 萬 | 0.47% | +454+20.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,616 | $139.6 萬 | 0.10% | −182−6.5% | 減碼 |
| Signaturefd, LLC | 2,608 | $139.2 萬 | 0.02% | +34+1.3% | 加碼 |
| Gator Capital Management, LLC | 2,600 | $138.8 萬 | 0.43% | 00.0% | 不變 |
| Brendel Financial Advisors LLC | 2,544 | $135.8 萬 | 0.76% | 00.0% | 不變 |
| Westerkirk Capital Inc. | 2,528 | $134.9 萬 | 0.17% | +2,528 | 新進 |
| Camden Capital, LLC | 2,513 | $134.1 萬 | 0.13% | −26−1.0% | 減碼 |
| EPG Wealth Management LLC | 2,506 | $133.8 萬 | 0.40% | +67+2.7% | 加碼 |
| Copperwynd Financial, LLC | 2,502 | $133.5 萬 | 0.33% | −28−1.1% | 減碼 |
| Vectors Research Management, LLC | 2,480 | $132.4 萬 | 0.45% | 00.0% | 不變 |
| Assetmark, Inc | 2,436 | $130.0 萬 | 0.00% | +673+38.2% | 加碼 |
| Banque Cantonale Vaudoise | 2,421 | $129.2 萬 | 0.05% | +201+9.1% | 加碼 |
| Intech Investment Management LLC | 2,390 | $127.6 萬 | 0.01% | −1,161−32.7% | 減碼 |
| V-Square Quantitative Management LLC | 2,344 | $125.1 萬 | 0.17% | +16+0.7% | 加碼 |
| Abundance Wealth Counselors | 2,323 | $124.0 萬 | 0.23% | +996+75.1% | 加碼 |
| MorganRosel Wealth Management, LLC | 2,268 | $121.0 萬 | 0.33% | −506−18.2% | 減碼 |
| Ci Investments Inc. | 2,253 | $120.2 萬 | 0.00% | −36−1.6% | 減碼 |
| Skba Capital Management LLC | 2,245 | $119.8 萬 | 0.17% | 00.0% | 不變 |
| Basepoint Wealth LLC | 2,240 | $119.5 萬 | 0.92% | +167+8.1% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 2,219 | $118.4 萬 | 0.04% | −438−16.5% | 減碼 |
| Wright Investors Service Inc | 2,207 | $117.8 萬 | 0.36% | −814−26.9% | 減碼 |
| Engineers Gate Manager LP | 2,176 | $116.1 萬 | 0.01% | −2,204−50.3% | 減碼 |
| Kinneret Advisory, LLC | 2,170 | $115.8 萬 | 0.11% | −4−0.2% | 減碼 |
| Gateway Investment Advisers LLC | 2,167 | $115.7 萬 | 0.01% | −14−0.6% | 減碼 |
| Pitcairn Co | 2,145 | $114.5 萬 | 0.07% | −412−16.1% | 減碼 |
| Wealthspire Advisors, LLC | 2,143 | $114.4 萬 | 0.01% | −10−0.5% | 減碼 |
| MUFG Securities Americas Inc. | 2,110 | $112.6 萬 | 0.10% | +407+23.9% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,099 | $112.0 萬 | 0.24% | +4+0.2% | 加碼 |
| RFG Advisory, LLC | 2,094 | $111.8 萬 | 0.03% | +45+2.2% | 加碼 |
| Campbell & CO Investment Adviser LLC | 2,085 | $111.3 萬 | 0.07% | −3,638−63.6% | 減碼 |
| Gratus Wealth Advisors, LLC | 2,081 | $111.1 萬 | 0.17% | +10.0% | 加碼 |
| Valeo Financial Advisors, LLC | 2,063 | $110.1 萬 | 0.03% | +895+76.6% | 加碼 |
| Personal Cfo Solutions, LLC | 2,048 | $109.3 萬 | 0.20% | −180−8.1% | 減碼 |
| Fielder Capital Group LLC | 2,046 | $109.2 萬 | 0.29% | −79−3.7% | 減碼 |
| Adapt Wealth Advisors, LLC | 2,045 | $109.1 萬 | 0.49% | +50+2.5% | 加碼 |
| First Commonwealth Financial Corp | 2,043 | $109.0 萬 | 0.24% | +50+2.5% | 加碼 |