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。
2026 年第 1 季 13F 持有人
Ameriprise Financial Inc 在 2026/3/31 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
- 1,394
- 較 2025 年第 4 季 −10 家
- 持有股數
- 7,849 萬
- 較 2025 年第 4 季 +1,269 萬 (+19.3%)
- 總市值
- $348.6 億
- 較 2025 年第 4 季 +$26.1 億 (+8.1%)
- 新進機構
- 120
- 另有 480 家加碼
- 清倉機構
- 130
- 另有 510 家減碼
另有 22 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 1,106 | $49.1 萬 | 0.04% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 1,109 | $49.3 萬 | 0.01% | −87−7.3% | 減碼 |
| OneAscent Investment Solutions LLC | 1,112 | $49.4 萬 | 0.49% | +269+31.9% | 加碼 |
| South Plains Financial, Inc. | 1,116 | $49.6 萬 | 0.29% | +115+11.5% | 加碼 |
| Berkshire Asset Management LLC | 1,126 | $50.1 萬 | 0.02% | −135−10.7% | 減碼 |
| Ellevest, Inc. | 1,133 | $50.4 萬 | 0.07% | +136+13.6% | 加碼 |
| Woodmont Investment Counsel LLC | 1,141 | $50.7 萬 | 0.03% | +115+11.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 1,144 | $50.8 萬 | 0.02% | −47−3.9% | 減碼 |
| Segment Wealth Management, LLC | 1,146 | $50.9 萬 | 0.03% | +43+3.9% | 加碼 |
| Fire Capital Management LLC | 1,150 | $51.1 萬 | 0.24% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 1,150 | $51.1 萬 | 0.01% | +182+18.8% | 加碼 |
| Qtron Investments LLC | 1,159 | $51.5 萬 | 0.07% | +1+0.1% | 加碼 |
| Valeo Financial Advisors, LLC | 1,160 | $51.6 萬 | 0.01% | −823−41.5% | 減碼 |
| KTF Investments, LLC | 1,165 | $51.8 萬 | 0.09% | −240−17.1% | 減碼 |
| Pallas Capital Advisors LLC | 1,170 | $52.0 萬 | 0.02% | −327−21.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,214 | $52.3 萬 | 0.01% | +88+7.8% | 加碼 |
| Drive Wealth Management, LLC | 1,180 | $52.4 萬 | 0.11% | −50−4.1% | 減碼 |
| First National Bank of Omaha | 1,195 | $52.8 萬 | 0.02% | +570+91.2% | 加碼 |
| Rathbone Brothers plc | 1,188 | $52.8 萬 | 0.00% | −12−1.0% | 減碼 |
| Colter Lewis Investment Partners LLC | 1,188 | $52.8 萬 | 0.50% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 1,190 | $52.9 萬 | 0.02% | −15−1.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 1,190 | $52.9 萬 | 0.01% | +282+31.1% | 加碼 |
| Centiva Capital, LP | 1,196 | $53.2 萬 | 0.02% | +1,196 | 新進 |
| Weil Company, Inc. | 1,200 | $53.3 萬 | 0.12% | 00.0% | 不變 |
| Eastern Bank | 1,202 | $53.4 萬 | 0.01% | 00.0% | 不變 |
| McLean Asset Management Corp | 1,203 | $53.5 萬 | 0.09% | −21−1.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 1,207 | $53.6 萬 | 0.01% | −181−13.0% | 減碼 |
| Synergy Financial Management, LLC | 1,208 | $53.7 萬 | 0.06% | +1,208 | 新進 |
| Jackson Thornton Asset Management, LLC | 1,208 | $53.9 萬 | 0.05% | +575+90.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 1,215 | $54.0 萬 | 0.13% | −16−1.3% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,219 | $54.2 萬 | 0.03% | −46−3.6% | 減碼 |
| Wellington Shields Capital Management, LLC | 1,220 | $54.2 萬 | 0.08% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,225 | $54.5 萬 | 0.04% | +343+38.9% | 加碼 |
| Evergreen Wealth Solutions, LLC | 1,228 | $54.6 萬 | 0.04% | +54+4.6% | 加碼 |
| Miracle Mile Advisors, LLC | 1,233 | $54.8 萬 | 0.01% | −68−5.2% | 減碼 |
| Custom Index Systems, LLC | 1,241 | $55.1 萬 | 0.24% | −13−1.0% | 減碼 |
| Green Harvest Asset Management LLC | 1,245 | $55.3 萬 | 0.01% | +1+0.1% | 加碼 |
| Aaron Wealth Advisors | 1,254 | $55.7 萬 | 0.03% | −292−18.9% | 減碼 |
| Trifecta Capital Advisors, LLC | 1,260 | $56.0 萬 | 0.09% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 1,265 | $56.2 萬 | 0.00% | −3,833−75.2% | 減碼 |
| Wesbanco Bank Inc | 1,265 | $56.2 萬 | 0.02% | −35−2.7% | 減碼 |
| Old Port Advisors | 1,272 | $56.5 萬 | 0.13% | +14+1.1% | 加碼 |
| New Wave Wealth Advisors LLC | 1,278 | $56.8 萬 | 0.20% | +409+47.1% | 加碼 |
| Private Trust Co NA | 1,278 | $56.8 萬 | 0.05% | +135+11.8% | 加碼 |
| Pettee Investors, Inc. | 1,200 | $57.0 萬 | 0.29% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 1,287 | $57.2 萬 | 0.22% | −186−12.6% | 減碼 |
| Prime Capital Investment Advisors, LLC | 1,288 | $57.3 萬 | 0.01% | −24−1.8% | 減碼 |
| Charter Oak Capital Management, LLC | 1,295 | $57.5 萬 | 0.04% | +2+0.2% | 加碼 |
| Catalyst Financial Partners LLC | 1,300 | $57.8 萬 | 0.07% | −36−2.7% | 減碼 |
| Northcape Wealth Management, LLC | 1,300 | $57.8 萬 | 0.16% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 1,306 | $58.1 萬 | 0.01% | +1,306 | 新進 |
| Robertson Stephens Wealth Management, LLC | 1,314 | $58.4 萬 | 0.02% | +1+0.1% | 加碼 |
| Argent Trust Co | 1,320 | $58.7 萬 | 0.02% | −357−21.3% | 減碼 |
| Piedmont Capital Management, LLC | 1,320 | $58.7 萬 | 0.39% | 00.0% | 不變 |
| Spire Wealth Management | 1,334 | $59.3 萬 | 0.02% | +198+17.4% | 加碼 |
| Stephens Inc | 1,336 | $59.4 萬 | 0.01% | −31−2.3% | 減碼 |
| Great Valley Advisor Group, Inc. | 1,339 | $59.5 萬 | 0.01% | −25−1.8% | 減碼 |
| Evolve Private Wealth, LLC | 1,342 | $59.6 萬 | 0.03% | +321+31.4% | 加碼 |
| Wedbush Securities Inc | 1,345 | $59.8 萬 | 0.02% | −238−15.0% | 減碼 |
| Sagespring Wealth Partners, LLC | 1,369 | $60.8 萬 | 0.01% | +73+5.6% | 加碼 |
| Pointe Capital Management LLC | 1,372 | $61.0 萬 | 0.30% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 1,377 | $61.2 萬 | 0.02% | +141+11.4% | 加碼 |
| NBC Securities, Inc. | 1,381 | $61.4 萬 | 0.05% | +39+2.9% | 加碼 |
| Mission Wealth Management, LP | 1,382 | $61.4 萬 | 0.01% | +53+4.0% | 加碼 |
| 3Chopt Investment Partners, LLC | 1,387 | $61.6 萬 | 0.14% | +252+22.2% | 加碼 |
| Lyell Wealth Management, LP | 1,392 | $61.9 萬 | 0.05% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,393 | $61.9 萬 | 0.07% | +1,393 | 新進 |
| Integrated Advisors Network LLC | 1,396 | $62.0 萬 | 0.03% | −43−3.0% | 減碼 |
| Deseret Mutual Benefit Administrators | 1,400 | $62.2 萬 | 0.21% | +784+127.3% | 加碼 |
| Strathmore Capital Advisors, Inc. | 1,346 | $62.5 萬 | 0.18% | −1−0.1% | 減碼 |
| Oak Ridge Investments LLC | 1,407 | $62.5 萬 | 0.04% | −4−0.3% | 減碼 |
| Crewe Advisors LLC | 1,409 | $62.6 萬 | 0.05% | 00.0% | 不變 |
| Mather Group, LLC. | 1,414 | $62.8 萬 | 0.01% | −83−5.5% | 減碼 |
| Capstone Investment Advisors, LLC | 1,430 | $63.5 萬 | 0.01% | +511+55.6% | 加碼 |
| Insigneo Advisory Services, LLC | 1,438 | $63.9 萬 | 0.05% | +71+5.2% | 加碼 |
| ROI Financial Advisors, LLC | 1,439 | $64.0 萬 | 0.38% | −33−2.2% | 減碼 |
| Ballentine Partners, LLC | 1,440 | $64.0 萬 | 0.01% | −101−6.6% | 減碼 |
| Accel Wealth Management | 1,447 | $64.3 萬 | 0.17% | +5+0.3% | 加碼 |
| Kornitzer Capital Management Inc | 1,450 | $64.4 萬 | 0.01% | −10,085−87.4% | 減碼 |
| Premier Path Wealth Partners, LLC | 1,452 | $64.5 萬 | 0.08% | +130+9.8% | 加碼 |
| Boston Family Office LLC | 1,458 | $64.8 萬 | 0.04% | +1,458 | 新進 |
| Elyxium Wealth, LLC | 1,473 | $65.5 萬 | 0.21% | +20+1.4% | 加碼 |
| Exchange Traded Concepts, LLC | 1,475 | $65.5 萬 | 0.01% | +1,000+210.5% | 加碼 |
| Tema ETFs LLC | 1,478 | $65.7 萬 | 0.04% | +7+0.5% | 加碼 |
| PFG Investments, LLC | 1,481 | $65.8 萬 | 0.03% | −7−0.5% | 減碼 |
| Parcion Private Wealth LLC | 1,483 | $65.9 萬 | 0.04% | +69+4.9% | 加碼 |
| Scientech Research LLC | 1,489 | $66.2 萬 | 0.55% | +402+37.0% | 加碼 |
| Polymer Capital Management (US) LLC | 1,500 | $66.7 萬 | 0.10% | −3,790−71.6% | 減碼 |
| Dodge & Cox | 1,500 | $66.7 萬 | 0.00% | 00.0% | 不變 |
| Ibex Investors LLC | 1,500 | $66.7 萬 | 0.46% | +1,500 | 新進 |
| Everence Capital Management Inc | 1,540 | $68.4 萬 | 0.04% | 00.0% | 不變 |
| First Bank & Trust | 1,553 | $69.0 萬 | 0.11% | −300−16.2% | 減碼 |
| First County Bank | 1,553 | $69.0 萬 | 0.37% | +698+81.6% | 加碼 |
| Evoke Wealth, LLC | 1,555 | $69.1 萬 | 0.01% | +485+45.3% | 加碼 |
| Marble Wealth, LLC | 1,557 | $69.2 萬 | 0.12% | −150−8.8% | 減碼 |
| Virginia Retirement Systems Et Al | 1,560 | $69.3 萬 | 0.01% | −31,840−95.3% | 減碼 |
| Modern Wealth Management, LLC | 1,596 | $69.7 萬 | 0.01% | +94+6.3% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 1,569 | $69.7 萬 | 0.03% | +1,569 | 新進 |
| Armis Advisers, LLC | 1,486 | $69.7 萬 | 0.07% | −119−7.4% | 減碼 |
| Hancock Whitney Corp | 1,488 | $70.0 萬 | 0.01% | 00.0% | 不變 |