What smart money is saying about Ameriprise Financial
1 fund in our archive has pitched Ameriprise Financial, most recently Aristotle Value Equity in September 2025.
Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice; brokerage products and services for retail and institutional clients; discretionary and non-discretionary investment advisory accounts; mutual funds; insurance and annuities products; cash management and banking products; and face-amount certificates. The Asset Management segment offers investment management and advice, and investment products to retail, high net worth, and institutional clients through unaffiliated third-party financial institutions and institutional sales force. This segment products also include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property and infrastructure funds. The Retirement & Protection Solutions segment provides variable annuity products to individual clients, as well as life and DI insurance products to retail clients. The company was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. Ameriprise Financial, Inc. was founded in 1894 and is headquartered in Minneapolis, Minnesota.
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Position history
Between Q2 2025 and Q3 2026, 4 fund letters reported a position in Ameriprise Financial, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 1 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 2 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- September 2026
“Ameriprise benefited from strong third-quarter results with ~12% top-line growth, and in late September its board authorized a new $5.5 billion share repurchase program.”
Ameriprise Financial - March 2026
“We also trimmed our positions in Kimberly-Clark, Applied Materials, Omnicom, Merck, Ameriprise Financial, Gen Digital, American Express, Carlyle Group, Chubb.”
Ameriprise Financial - June 2025
“If Sector % of Portfolio Holding % of Portfolio Technology 29.26% AppLovin Corp. Class A 4.31% Financial Services 15.98% Palantir Technologies Inc. Class A 3.99% Consumer Discretionary 15.65% Natera, Inc. 2.78% Health Care 15.58% Ameriprise Financial, Inc. 2.47%”
Ameriprise Financial - AddedBA Beutel Goodman US Value FundJune 2025
“we also added to existing positions in Ameriprise Financial Inc., Westinghouse Air Brake Technologies Corp., Amgen Inc., Merck & Co Inc., Medtronic plc, Qualcomm Inc. and Chubb Ltd.”
Ameriprise Financial
Also mentioned · 1
These funds discuss Ameriprise Financial as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedPeterson Investment Fund IJune 2026
“Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. He is cofounder of Talas Turkey Value Fund and Titan Strategic Income Fund. Matthew has launched an AI investment research platform available to partners. Matthew has been working as a financial professional for over two decades. His experience includes working with global financial services firms, including Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial.”
Ameriprise Financial
Fund coverage · 1 thesis
- Aristotle Value EquitySeptember 2025
Ameriprise Financial is currently facing short-term challenges due to equity volatility and institutional outflows, but strong client engagement and a strategic shift towards fee-based services position it well for future growth and shareholder returns.
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