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 |
|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 2,043 | $109.0 萬 | 0.05% | +1,067+109.3% | 加碼 |
| Advisors Asset Management, Inc. | 2,030 | $108.3 萬 | 0.02% | +89+4.6% | 加碼 |
| Round Rock Advisors, LLC | 2,020 | $107.8 萬 | 0.19% | −3−0.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 1,982 | $105.8 萬 | 0.04% | −13−0.7% | 減碼 |
| Evergreen Capital Management LLC | 1,960 | $104.6 萬 | 0.03% | −22−1.1% | 減碼 |
| US Asset Management LLC | 1,959 | $104.6 萬 | 0.91% | −3−0.2% | 減碼 |
| AE Wealth Management LLC | 1,940 | $103.5 萬 | 0.01% | +89+4.8% | 加碼 |
| AlphaCore Capital LLC | 1,934 | $103.2 萬 | 0.04% | +161+9.1% | 加碼 |
| RMB Capital Management, LLC | 1,918 | $102.4 萬 | 0.02% | +1,918 | 新進 |
| Syon Capital LLC | 1,915 | $102.2 萬 | 0.07% | +137+7.7% | 加碼 |
| Gotham Asset Management, LLC | 1,913 | $102.1 萬 | 0.01% | −1−0.1% | 減碼 |
| Whalen Wealth Management Inc. | 1,907 | $101.8 萬 | 0.64% | +1,907 | 新進 |
| Warren Averett Asset Management, LLC | 1,897 | $101.3 萬 | 0.01% | +164+9.5% | 加碼 |
| Ontario Teachers Pension Plan Board | 1,892 | $101.0 萬 | 0.02% | +585+44.8% | 加碼 |
| Horizon Investments, LLC | 1,890 | $100.6 萬 | 0.02% | +246+15.0% | 加碼 |
| Farringdon Capital, Ltd. | 1,879 | $100.3 萬 | 0.34% | −546−22.5% | 減碼 |
| Prudential PLC | 1,875 | $100.1 萬 | 0.01% | +632+50.8% | 加碼 |
| First Citizens Bank & Trust Co | 1,873 | $100.0 萬 | 0.02% | +16+0.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 1,870 | $99.8 萬 | 0.01% | +154+9.0% | 加碼 |
| Insigneo Advisory Services, LLC | 1,855 | $99.0 萬 | 0.09% | −5−0.3% | 減碼 |
| Quent Capital, LLC | 1,853 | $98.9 萬 | 0.10% | −21−1.1% | 減碼 |
| Transcend Wealth Collective, LLC | 1,852 | $98.9 萬 | 0.08% | +347+23.1% | 加碼 |
| Ritholtz Wealth Management | 1,843 | $98.4 萬 | 0.02% | +82+4.7% | 加碼 |
| Snowden Capital Advisors LLC | 1,838 | $98.1 萬 | 0.03% | −149−7.5% | 減碼 |
| Dodge & Cox | 1,827 | $97.5 萬 | 0.00% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 1,813 | $96.7 萬 | 0.30% | +263+17.0% | 加碼 |
| Brighton Jones LLC | 1,810 | $96.6 萬 | 0.03% | +235+14.9% | 加碼 |
| Ballentine Partners, LLC | 1,802 | $96.2 萬 | 0.01% | −96−5.1% | 減碼 |
| Legacy Trust | 1,793 | $95.7 萬 | 0.23% | −3−0.2% | 減碼 |
| Van Strum & Towne Inc. | 1,790 | $95.5 萬 | 0.30% | 00.0% | 不變 |
| Howard Capital Management Group, LLC | 1,787 | $95.4 萬 | 0.07% | 00.0% | 不變 |
| Stephens Inc | 1,781 | $95.1 萬 | 0.01% | −391−18.0% | 減碼 |
| Eqis Capital Management, Inc. | 1,758 | $93.8 萬 | 0.07% | −728−29.3% | 減碼 |
| Sovran Advisors, LLC | 1,746 | $93.6 萬 | 0.10% | −3,861−68.9% | 減碼 |
| We Are One Seven, LLC | 1,748 | $93.3 萬 | 0.03% | −1,582−47.5% | 減碼 |
| Smithfield Trust Co | 1,728 | $92.5 萬 | 0.04% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,705 | $91.0 萬 | 0.04% | +182+12.0% | 加碼 |
| Stonegate Investment Group, LLC | 1,697 | $90.6 萬 | 0.02% | +5+0.3% | 加碼 |
| Argent Trust Co | 1,690 | $90.2 萬 | 0.03% | −8−0.5% | 減碼 |
| Spinnaker Trust | 1,685 | $89.9 萬 | 0.05% | 00.0% | 不變 |
| Mather Group, LLC. | 1,665 | $88.9 萬 | 0.01% | −168−9.2% | 減碼 |
| Cary Street Partners Financial LLC | 1,658 | $88.5 萬 | 0.02% | +3+0.2% | 加碼 |
| St Germain D J Co Inc | 1,656 | $88.4 萬 | 0.04% | +444+36.6% | 加碼 |
| National Asset Management, Inc. | 1,656 | $88.4 萬 | 0.04% | −983−37.2% | 減碼 |
| TigerOak Management, L.L.C. | 1,649 | $88.0 萬 | 0.30% | −9−0.5% | 減碼 |
| Financial Advocates Investment Management | 1,646 | $87.8 萬 | 0.07% | −1,452−46.9% | 減碼 |
| Farther Finance Advisors, LLC | 1,642 | $87.7 萬 | 0.02% | +240+17.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 1,636 | $87.3 萬 | 0.06% | −226−12.1% | 減碼 |
| Legacy Capital Group California, Inc. | 1,624 | $86.7 萬 | 0.24% | −46−2.8% | 減碼 |
| Searle & Co. | 1,615 | $86.2 萬 | 0.24% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,615 | $86.2 萬 | 0.02% | +12+0.7% | 加碼 |
| Brown Brothers Harriman & Co | 1,613 | $86.1 萬 | 0.01% | +18+1.1% | 加碼 |
| Pennsylvania Capital Management Inc | 1,606 | $85.7 萬 | 0.27% | 00.0% | 不變 |
| Parkshore Wealth Management, Inc. | 1,605 | $85.7 萬 | 0.42% | +5+0.3% | 加碼 |
| Eagle Global Advisors LLC | 1,600 | $85.4 萬 | 0.03% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 1,590 | $84.9 萬 | 0.01% | −184−10.4% | 減碼 |
| Buckingham Strategic Partners | 1,590 | $84.9 萬 | 0.01% | −741−31.8% | 減碼 |
| IFP Advisors, Inc | 1,481 | $84.6 萬 | 0.02% | −444−23.1% | 減碼 |
| Canada Post Corp Registered Pension Plan | 1,575 | $84.1 萬 | 0.05% | +1,575 | 新進 |
| WealthTrust Asset Management, LLC | 1,565 | $83.5 萬 | 0.62% | +23+1.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,553 | $82.9 萬 | 0.03% | −68−4.2% | 減碼 |
| Everence Capital Management Inc | 1,540 | $82.2 萬 | 0.05% | 00.0% | 不變 |
| Norden Group LLC | 1,537 | $82.0 萬 | 0.09% | −12−0.8% | 減碼 |
| Guinness Asset Management LTD | 1,532 | $81.8 萬 | 0.01% | +36+2.4% | 加碼 |
| Grimes & Company, Inc. | 1,528 | $81.6 萬 | 0.02% | +58+3.9% | 加碼 |
| Aquatic Capital Management LLC | 1,518 | $81.0 萬 | 0.02% | +1,518 | 新進 |
| Inceptionr LLC | 1,511 | $80.6 萬 | 0.19% | +420+38.5% | 加碼 |
| FJ Capital Management LLC | 1,508 | $80.5 萬 | 0.09% | +1,508 | 新進 |
| Hancock Whitney Corp | 1,501 | $80.1 萬 | 0.02% | −903−37.6% | 減碼 |
| Oak Ridge Investments LLC | 1,489 | $79.4 萬 | 0.06% | +769+106.8% | 加碼 |
| Integrated Advisors Network LLC | 1,485 | $79.2 萬 | 0.04% | +101+7.3% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 1,482 | $79.1 萬 | 0.08% | +1,482 | 新進 |
| Fundamentun, LLC | 1,476 | $78.8 萬 | 0.04% | +85+6.1% | 加碼 |
| Arlington Trust Co LLC | 1,468 | $78.4 萬 | 0.15% | 00.0% | 不變 |
| Forum Financial Management, LP | 1,463 | $78.1 萬 | 0.01% | −22−1.5% | 減碼 |
| Belpointe Asset Management LLC | 1,460 | $77.9 萬 | 0.03% | −128−8.1% | 減碼 |
| Elyxium Wealth, LLC | 1,456 | $77.7 萬 | 0.29% | +49+3.5% | 加碼 |
| Raiffeisen Bank International AG | 1,483 | $77.7 萬 | 0.01% | −5,751−79.5% | 減碼 |
| Accel Wealth Management | 1,449 | $77.3 萬 | 0.26% | +26+1.8% | 加碼 |
| Wedbush Securities Inc | 1,430 | $76.3 萬 | 0.03% | −49−3.3% | 減碼 |
| Douglass Winthrop Advisors, LLC | 1,428 | $76.2 萬 | 0.01% | −43−2.9% | 減碼 |
| NBC Securities, Inc. | 1,425 | $76.0 萬 | 0.06% | +2+0.1% | 加碼 |
| Strathmore Capital Advisors, Inc. | 1,393 | $75.1 萬 | 0.33% | +1,393 | 新進 |
| Lyell Wealth Management, LP | 1,404 | $74.9 萬 | 0.06% | 00.0% | 不變 |
| Mission Wealth Management, LP | 1,398 | $74.6 萬 | 0.02% | −3−0.2% | 減碼 |
| Sage Mountain Advisors LLC | 1,397 | $74.5 萬 | 0.05% | −41−2.9% | 減碼 |
| Old Port Advisors | 1,381 | $73.7 萬 | 0.20% | +20+1.5% | 加碼 |
| CSS LLC | 1,380 | $73.7 萬 | 0.05% | −300−17.9% | 減碼 |
| Crewe Advisors LLC | 1,376 | $73.4 萬 | 0.10% | −2−0.1% | 減碼 |
| Pointe Capital Management LLC | 1,372 | $73.2 萬 | 0.38% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,369 | $73.1 萬 | 0.03% | +226+19.8% | 加碼 |
| Advisor OS, LLC | 1,367 | $73.0 萬 | 0.07% | +189+16.0% | 加碼 |
| Keel Point, LLC | 1,348 | $71.9 萬 | 0.05% | +252+23.0% | 加碼 |
| Charter Oak Capital Management, LLC | 1,345 | $71.8 萬 | 0.06% | −33−2.4% | 減碼 |
| Catalyst Financial Partners LLC | 1,343 | $71.7 萬 | 0.08% | +1+0.1% | 加碼 |
| Profund Advisors LLC | 1,341 | $71.6 萬 | 0.03% | −34−2.5% | 減碼 |
| ROI Financial Advisors, LLC | 1,341 | $71.6 萬 | 0.45% | +134+11.1% | 加碼 |
| Premier Path Wealth Partners, LLC | 1,336 | $71.3 萬 | 0.10% | +31+2.4% | 加碼 |
| FORA Capital, LLC | 1,323 | $70.6 萬 | 0.08% | −4,932−78.8% | 減碼 |
| Berkshire Asset Management LLC | 1,322 | $70.6 萬 | 0.03% | +75+6.0% | 加碼 |