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 |
|---|---|---|---|---|---|
| Skba Capital Management LLC | 1,590 | $70.7 萬 | 0.10% | −450−22.1% | 減碼 |
| St Germain D J Co Inc | 1,590 | $70.7 萬 | 0.03% | −36−2.2% | 減碼 |
| Grimes & Company, Inc. | 1,592 | $70.7 萬 | 0.02% | +53+3.4% | 加碼 |
| Empirical Asset Management, LLC | 1,593 | $70.8 萬 | 0.19% | +1,593 | 新進 |
| Catalytic Wealth RIA, LLC | 1,603 | $71.2 萬 | 0.03% | −3−0.2% | 減碼 |
| Savvy Advisors, Inc. | 1,605 | $71.3 萬 | 0.02% | +479+42.5% | 加碼 |
| Pennsylvania Capital Management Inc | 1,606 | $71.4 萬 | 0.20% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 1,613 | $71.7 萬 | 0.05% | −1−0.1% | 減碼 |
| Searle & Co. | 1,615 | $71.8 萬 | 0.18% | 00.0% | 不變 |
| Parkshore Wealth Management, Inc. | 1,616 | $71.8 萬 | 0.24% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 1,635 | $72.6 萬 | 0.04% | −39−2.3% | 減碼 |
| TigerOak Management, L.L.C. | 1,645 | $73.1 萬 | 0.23% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,650 | $73.3 萬 | 0.02% | +4+0.2% | 加碼 |
| AlphaGrep UK Ltd | 1,657 | $73.6 萬 | 0.22% | −856−34.1% | 減碼 |
| Marshall Financial Group LLC | 1,657 | $73.6 萬 | 0.12% | +27+1.7% | 加碼 |
| Spinnaker Trust | 1,685 | $74.9 萬 | 0.04% | 00.0% | 不變 |
| Park National Corp | 1,696 | $75.4 萬 | 0.02% | +700+70.3% | 加碼 |
| Adelphi Trust Co | 1,697 | $75.4 萬 | 0.61% | +204+13.7% | 加碼 |
| Wealthspire Advisors, LLC | 1,698 | $75.4 萬 | 0.01% | −958−36.1% | 減碼 |
| Smithfield Trust Co | 1,715 | $76.1 萬 | 0.03% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,715 | $76.2 萬 | 0.02% | −219−11.3% | 減碼 |
| Cary Street Partners Financial LLC | 1,728 | $76.8 萬 | 0.02% | −2−0.1% | 減碼 |
| Krilogy Financial LLC | 1,674 | $76.8 萬 | 0.02% | −396−19.1% | 減碼 |
| First Citizens Bank & Trust Co | 1,730 | $76.9 萬 | 0.02% | −33−1.9% | 減碼 |
| Convergence Investment Partners, LLC | 1,735 | $77.1 萬 | 0.13% | +1,735 | 新進 |
| Aquatic Capital Management LLC | 1,737 | $77.2 萬 | 0.02% | −6,432−78.7% | 減碼 |
| Westerkirk Capital Inc. | 1,764 | $78.4 萬 | 0.08% | −136−7.2% | 減碼 |
| Howard Capital Management Group, LLC | 1,787 | $79.4 萬 | 0.05% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 1,790 | $79.5 萬 | 0.23% | 00.0% | 不變 |
| Quent Capital, LLC | 1,790 | $79.6 萬 | 0.06% | −98−5.2% | 減碼 |
| Pinnacle Associates Ltd | 1,800 | $80.0 萬 | 0.01% | +302+20.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 1,806 | $80.3 萬 | 0.01% | −77−4.1% | 減碼 |
| Rothschild Investment LLC | 1,818 | $80.8 萬 | 0.04% | +432+31.2% | 加碼 |
| Snowden Capital Advisors LLC | 1,825 | $81.1 萬 | 0.02% | −285−13.5% | 減碼 |
| Ritholtz Wealth Management | 1,839 | $81.7 萬 | 0.01% | −137−6.9% | 減碼 |
| Norden Group LLC | 1,839 | $81.7 萬 | 0.08% | +2+0.1% | 加碼 |
| Legacy Trust | 1,848 | $82.1 萬 | 0.16% | −1−0.1% | 減碼 |
| 111 Capital | 1,856 | $82.5 萬 | 0.20% | +1,856 | 新進 |
| Fort Point Capital Partners LLC | 1,864 | $82.8 萬 | 0.11% | −85−4.4% | 減碼 |
| Prudential PLC | 1,875 | $83.3 萬 | 0.01% | 00.0% | 不變 |
| US Asset Management LLC | 1,934 | $85.9 萬 | 0.74% | −6−0.3% | 減碼 |
| Resources Investment Advisors, LLC. | 1,962 | $87.2 萬 | 0.01% | −509−20.6% | 減碼 |
| Evergreen Capital Management LLC | 1,964 | $87.3 萬 | 0.02% | +98+5.3% | 加碼 |
| Fundamentun, LLC | 1,967 | $87.4 萬 | 0.04% | +309+18.6% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,985 | $88.2 萬 | 0.02% | +91+4.8% | 加碼 |
| AE Wealth Management LLC | 1,988 | $88.3 萬 | 0.00% | −2,254−53.1% | 減碼 |
| Guinness Asset Management LTD | 2,002 | $89.0 萬 | 0.02% | −21−1.0% | 減碼 |
| Manchester Capital Management LLC | 2,008 | $89.2 萬 | 0.13% | −8−0.4% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,008 | $89.2 萬 | 0.05% | +1,012+101.6% | 加碼 |
| Kinneret Advisory, LLC | 2,014 | $89.5 萬 | 0.08% | −89−4.2% | 減碼 |
| Personal Cfo Solutions, LLC | 2,023 | $89.9 萬 | 0.13% | +33+1.7% | 加碼 |
| Round Rock Advisors, LLC | 2,023 | $89.9 萬 | 0.14% | 00.0% | 不變 |
| Waddell & Associates, LLC | 2,031 | $90.3 萬 | 0.05% | +890+78.0% | 加碼 |
| Assetmark, Inc | 2,037 | $90.5 萬 | 0.00% | +16+0.8% | 加碼 |
| Bull Harbor Capital LLC | 2,043 | $90.8 萬 | 0.24% | +2,043 | 新進 |
| Ossiam | 2,047 | $91.0 萬 | 0.02% | +752+58.1% | 加碼 |
| Adapt Wealth Advisors, LLC | 2,092 | $93.0 萬 | 0.34% | +64+3.2% | 加碼 |
| Fielder Capital Group LLC | 2,093 | $93.0 萬 | 0.20% | +19+0.9% | 加碼 |
| Banque Cantonale Vaudoise | 2,103 | $93.4 萬 | 0.04% | +1,505+251.7% | 加碼 |
| Novem Group | 2,107 | $93.7 萬 | 0.11% | +107+5.4% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 2,127 | $94.5 萬 | 0.02% | −23−1.1% | 減碼 |
| Opal Capital LLC | 2,130 | $94.7 萬 | 0.17% | +1,744+451.8% | 加碼 |
| Sentinus, LLC | 2,144 | $95.3 萬 | 0.09% | +296+16.0% | 加碼 |
| TCW Group Inc | 2,159 | $95.9 萬 | 0.01% | −32−1.5% | 減碼 |
| Transcend Wealth Collective, LLC | 2,174 | $96.6 萬 | 0.08% | +167+8.3% | 加碼 |
| Basepoint Wealth LLC | 2,180 | $96.9 萬 | 0.55% | +7+0.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 2,183 | $97.0 萬 | 0.01% | +34+1.6% | 加碼 |
| Advisors Asset Management, Inc. | 2,210 | $98.2 萬 | 0.02% | −42−1.9% | 減碼 |
| WealthTrust Asset Management, LLC | 2,212 | $98.3 萬 | 0.59% | +745+50.8% | 加碼 |
| Gratus Wealth Advisors, LLC | 2,233 | $99.2 萬 | 0.14% | +76+3.5% | 加碼 |
| We Are One Seven, LLC | 2,239 | $99.5 萬 | 0.02% | −172−7.1% | 減碼 |
| Chicago Partners Investment Group LLC | 2,143 | $100.4 萬 | 0.02% | +505+30.8% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 2,278 | $101.2 萬 | 0.03% | +300+15.2% | 加碼 |
| Affinity Investment Advisors, LLC | 2,279 | $101.3 萬 | 0.63% | −678−22.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,308 | $102.6 萬 | 0.03% | +477+26.1% | 加碼 |
| NewEdge Wealth, LLC | 2,325 | $103.3 萬 | 0.01% | −2,442−51.2% | 減碼 |
| TD Private Client Wealth LLC | 2,336 | $103.8 萬 | 0.02% | −3,665−61.1% | 減碼 |
| Diversify Wealth Management, LLC | 2,189 | $104.1 萬 | 0.02% | +2,189 | 新進 |
| Penserra Capital Management LLC | 2,359 | $104.6 萬 | 0.01% | +1,839+353.7% | 加碼 |
| Gotham Asset Management, LLC | 2,364 | $105.1 萬 | 0.00% | +337+16.6% | 加碼 |
| Redwood Investment Management, LLC | 2,375 | $105.5 萬 | 0.13% | +134+6.0% | 加碼 |
| Nomura Holdings Inc | 2,398 | $106.6 萬 | 0.01% | +116+5.1% | 加碼 |
| Signaturefd, LLC | 2,400 | $106.7 萬 | 0.02% | −66−2.7% | 減碼 |
| Sandy Cove Advisors, LLC | 2,413 | $107.2 萬 | 0.32% | +19+0.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,419 | $107.5 萬 | 0.00% | +10+0.4% | 加碼 |
| FIL Ltd | 2,438 | $108.3 萬 | 0.00% | −19,246−88.8% | 減碼 |
| Hillsdale Investment Management Inc. | 2,440 | $108.4 萬 | 0.03% | +340+16.2% | 加碼 |
| IMC-Chicago, LLC | 2,454 | $109.1 萬 | 0.02% | +2,454 | 新進 |
| Skopos Labs, Inc. | 2,459 | $109.3 萬 | 0.03% | +364+17.4% | 加碼 |
| Vectors Research Management, LLC | 2,480 | $110.2 萬 | 0.32% | 00.0% | 不變 |
| Punch & Associates Investment Management, Inc. | 2,490 | $110.7 萬 | 0.06% | −23,826−90.5% | 減碼 |
| Zacks Investment Management | 2,495 | $110.9 萬 | 0.01% | −72,670−96.7% | 減碼 |
| Varma Mutual Pension Insurance Co | 2,500 | $111.1 萬 | 0.01% | 00.0% | 不變 |
| EFG International AG | 2,506 | $111.4 萬 | 0.02% | −633−20.2% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,514 | $111.7 萬 | 0.08% | 00.0% | 不變 |
| Greenleaf Trust | 2,521 | $112.0 萬 | 0.01% | −22−0.9% | 減碼 |
| Securian Asset Management, Inc | 2,526 | $112.3 萬 | 0.04% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 2,526 | $112.3 萬 | 0.07% | +23+0.9% | 加碼 |
| V-Square Quantitative Management LLC | 2,529 | $112.4 萬 | 0.12% | −18−0.7% | 減碼 |
| Brendel Financial Advisors LLC | 2,534 | $112.6 萬 | 0.56% | −434−14.6% | 減碼 |