Ameriprise Financial (AMP)
Market Price (8/21/2026): $547.52 | Market Cap: $50.3 BilInvestor Relations Sector: Financials | Industry: Asset Management & Custody Banks
Ameriprise Financial (AMP)
Market Price (8/21/2026): $547.52Market Cap: $50.3 BilSector: FinancialsIndustry: Asset Management & Custody Banks
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.6%, FCF Yield is 16% Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -82% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 42%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 41%, CFO LTM is 8.2 Bil, FCF LTM is 8.1 Bil Stock buyback supportStock Buyback 3Y Total is 8.0 Bil Low stock price volatilityVol 12M is 25% Megatrend and thematic driversMegatrends include Fintech & Digital Payments, AI in Financial Services, and Sustainable Finance. Themes include Wealth Management Technology, Show more. | Trading close to highsDist 52W High is -4.1%, Dist 3Y High is -4.1% Weak multi-year price returns2Y Excs Rtn is -5.5%, 3Y Excs Rtn is -3.0% | Key risksAMP key risks include [1] intense competition driving potential asset management outflows. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.6%, FCF Yield is 16% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -82% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 42%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 41%, CFO LTM is 8.2 Bil, FCF LTM is 8.1 Bil |
| Stock buyback supportStock Buyback 3Y Total is 8.0 Bil |
| Low stock price volatilityVol 12M is 25% |
| Megatrend and thematic driversMegatrends include Fintech & Digital Payments, AI in Financial Services, and Sustainable Finance. Themes include Wealth Management Technology, Show more. |
| Trading close to highsDist 52W High is -4.1%, Dist 3Y High is -4.1% |
| Weak multi-year price returns2Y Excs Rtn is -5.5%, 3Y Excs Rtn is -3.0% |
| Key risksAMP key risks include [1] intense competition driving potential asset management outflows. |
Qualitative Assessment
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Ameriprise Financial (AMP) stock has gained about 15% since 4/30/2026 because of the following key factors:
1. Strong Fiscal Q2 2026 Financial Performance. Ameriprise Financial reported robust financial results for fiscal Q2 2026, which ended on June 30, 2026. The company announced adjusted operating earnings per diluted share of $11.07, surpassing the consensus estimate of $10.81 by $0.26, representing a 2.4% beat and a 22% increase year-over-year. Quarterly revenue also exceeded expectations, rising 11.6% year-over-year to $4.90 billion, compared to the consensus estimate of $4.87 billion. These strong results demonstrate significant operational leverage and growth.
2. Robust Asset Growth and Strategic Investments in Wealth Management. Ameriprise Financial experienced substantial growth in its assets under management, administration, and advisement (AUM/AUA), which reached a record $1.8 trillion, marking a 14% increase. Total client assets grew 15% to $1.2 trillion. This growth was complemented by strong advisor productivity, with adjusted operating net revenue per advisor on a trailing 12-month basis reaching a new high of $1.2 million, up 12%. The company continued to attract experienced advisory teams, with significant additions such as a team bringing $160 million in assets in August 2026 and another with over $370 million in client assets in early August 2026. Furthermore, Ameriprise committed an annual investment of $1 billion to expand AI capabilities across its advisor platforms, aiming to enhance productivity and client engagement.
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Ameriprise Financial (AMP) stock has gained about 15% since 4/30/2026 because of the following key factors:
1. Strong Fiscal Q2 2026 Financial Performance. Ameriprise Financial reported robust financial results for fiscal Q2 2026, which ended on June 30, 2026. The company announced adjusted operating earnings per diluted share of $11.07, surpassing the consensus estimate of $10.81 by $0.26, representing a 2.4% beat and a 22% increase year-over-year. Quarterly revenue also exceeded expectations, rising 11.6% year-over-year to $4.90 billion, compared to the consensus estimate of $4.87 billion. These strong results demonstrate significant operational leverage and growth.
2. Robust Asset Growth and Strategic Investments in Wealth Management. Ameriprise Financial experienced substantial growth in its assets under management, administration, and advisement (AUM/AUA), which reached a record $1.8 trillion, marking a 14% increase. Total client assets grew 15% to $1.2 trillion. This growth was complemented by strong advisor productivity, with adjusted operating net revenue per advisor on a trailing 12-month basis reaching a new high of $1.2 million, up 12%. The company continued to attract experienced advisory teams, with significant additions such as a team bringing $160 million in assets in August 2026 and another with over $370 million in client assets in early August 2026. Furthermore, Ameriprise committed an annual investment of $1 billion to expand AI capabilities across its advisor platforms, aiming to enhance productivity and client engagement.
3. Enhanced Shareholder Returns and Positive Analyst Sentiment. The company demonstrated a strong commitment to shareholder returns, distributing 91% of its operating earnings through share buybacks and dividends. A quarterly cash dividend of $1.70 per common share was declared on July 23, 2026, payable on August 21, 2026. Following the strong Q2 2026 results, Wall Street analysts maintained a "Moderate Buy" consensus rating for AMP, with an average price target of $555.33. Several analysts revised their price targets upwards, including Jefferies to $645 and Evercore ISI Group to $625.
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Stock Movement Drivers
Fundamental Drivers
The 16.0% change in AMP stock from 4/30/2026 to 8/20/2026 was primarily driven by a 5.5% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302026 | 8202026 | Change |
|---|---|---|---|
| Stock Price ($) | 471.59 | 547.09 | 16.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 18,480 | 19,503 | 5.5% |
| Net Income Margin (%) | 19.3% | 20.2% | 5.0% |
| P/E Multiple | 12.5 | 12.7 | 1.6% |
| Shares Outstanding (Mil) | 95 | 92 | 3.1% |
| Cumulative Contribution | 16.0% |
Market Drivers
4/30/2026 to 8/20/2026| Return | Correlation | |
|---|---|---|
| AMP | 16.0% | |
| Market (SPY) | 6.1% | 19.6% |
| Sector (XLF) | 9.2% | 72.2% |
Fundamental Drivers
The 4.8% change in AMP stock from 1/31/2026 to 8/20/2026 was primarily driven by a 8.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312026 | 8202026 | Change |
|---|---|---|---|
| Stock Price ($) | 522.09 | 547.09 | 4.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 18,021 | 19,503 | 8.2% |
| Net Income Margin (%) | 20.1% | 20.2% | 0.6% |
| P/E Multiple | 13.9 | 12.7 | -8.3% |
| Shares Outstanding (Mil) | 96 | 92 | 4.9% |
| Cumulative Contribution | 4.8% |
Market Drivers
1/31/2026 to 8/20/2026| Return | Correlation | |
|---|---|---|
| AMP | 4.8% | |
| Market (SPY) | 10.5% | 36.0% |
| Sector (XLF) | 7.1% | 73.1% |
Fundamental Drivers
The 7.3% change in AMP stock from 7/31/2025 to 8/20/2026 was primarily driven by a 18.1% change in the company's Net Income Margin (%).| (LTM values as of) | 7312025 | 8202026 | Change |
|---|---|---|---|
| Stock Price ($) | 509.77 | 547.09 | 7.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 17,472 | 19,503 | 11.6% |
| Net Income Margin (%) | 17.1% | 20.2% | 18.1% |
| P/E Multiple | 16.8 | 12.7 | -24.1% |
| Shares Outstanding (Mil) | 98 | 92 | 7.3% |
| Cumulative Contribution | 7.3% |
Market Drivers
7/31/2025 to 8/20/2026| Return | Correlation | |
|---|---|---|
| AMP | 7.3% | |
| Market (SPY) | 21.7% | 42.5% |
| Sector (XLF) | 10.0% | 73.8% |
Fundamental Drivers
The 64.1% change in AMP stock from 7/31/2023 to 8/20/2026 was primarily driven by a 35.7% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312023 | 8202026 | Change |
|---|---|---|---|
| Stock Price ($) | 333.46 | 547.09 | 64.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 14,375 | 19,503 | 35.7% |
| Net Income Margin (%) | 19.1% | 20.2% | 6.2% |
| P/E Multiple | 13.1 | 12.7 | -3.1% |
| Shares Outstanding (Mil) | 108 | 92 | 17.5% |
| Cumulative Contribution | 64.1% |
Market Drivers
7/31/2023 to 8/20/2026| Return | Correlation | |
|---|---|---|
| AMP | 64.1% | |
| Market (SPY) | 72.5% | 62.3% |
| Sector (XLF) | 68.4% | 79.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| AMP Return | 58% | 5% | 24% | 42% | -7% | 15% | 214% |
| Peers Return | 50% | 3% | 6% | 33% | 21% | 11% | 190% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 105% |
Monthly Win Rates [3] | |||||||
| AMP Win Rate | 75% | 50% | 42% | 75% | 42% | 62% | |
| Peers Win Rate | 67% | 57% | 52% | 68% | 58% | 62% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| AMP Max Drawdown | -11% | -32% | -21% | -12% | -26% | -21% | |
| Peers Max Drawdown | -14% | -32% | -30% | -19% | -25% | -22% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MS, LPLA, RJF, SCHW, BLK. See AMP Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/20/2026 (YTD)
How Low Can It Go
| Event | AMP | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -23.2% | -18.8% |
| % Gain to Breakeven | 30.1% | 23.1% |
| Time to Breakeven | 306 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -10.8% | -7.8% |
| % Gain to Breakeven | 12.1% | 8.5% |
| Time to Breakeven | 18 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -13.1% | -9.5% |
| % Gain to Breakeven | 15.0% | 10.5% |
| Time to Breakeven | 36 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -20.8% | -6.7% |
| % Gain to Breakeven | 26.3% | 7.1% |
| Time to Breakeven | 125 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -26.1% | -24.5% |
| % Gain to Breakeven | 35.3% | 32.4% |
| Time to Breakeven | 106 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -53.7% | -33.7% |
| % Gain to Breakeven | 116.0% | 50.9% |
| Time to Breakeven | 231 days | 140 days |
In The Past
Ameriprise Financial's stock fell -23.2% during the 2025 US Tariff Shock. Such a loss loss requires a 30.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
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| Event | AMP | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -23.2% | -18.8% |
| % Gain to Breakeven | 30.1% | 23.1% |
| Time to Breakeven | 306 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -20.8% | -6.7% |
| % Gain to Breakeven | 26.3% | 7.1% |
| Time to Breakeven | 125 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -26.1% | -24.5% |
| % Gain to Breakeven | 35.3% | 32.4% |
| Time to Breakeven | 106 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -53.7% | -33.7% |
| % Gain to Breakeven | 116.0% | 50.9% |
| Time to Breakeven | 231 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -34.7% | -19.2% |
| % Gain to Breakeven | 53.2% | 23.8% |
| Time to Breakeven | 130 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -37.7% | -12.2% |
| % Gain to Breakeven | 60.5% | 13.9% |
| Time to Breakeven | 358 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -37.3% | -6.8% |
| % Gain to Breakeven | 59.4% | 7.3% |
| Time to Breakeven | 301 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -32.3% | -17.9% |
| % Gain to Breakeven | 47.6% | 21.8% |
| Time to Breakeven | 127 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -25.8% | -15.4% |
| % Gain to Breakeven | 34.9% | 18.2% |
| Time to Breakeven | 74 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -77.7% | -53.4% |
| % Gain to Breakeven | 347.9% | 114.4% |
| Time to Breakeven | 706 days | 1085 days |
In The Past
Ameriprise Financial's stock fell -23.2% during the 2025 US Tariff Shock. Such a loss loss requires a 30.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Ameriprise Financial (AMP)
Ameriprise Financial, Inc. (AMP) is a diversified financial services company providing a wide range of financial products and services to individual and institutional clients globally. Founded in 1894, the company primarily helps clients with financial planning, investment management, and protection solutions, operating through distinct business segments to serve different needs.
For individuals and retail clients, Ameriprise offers comprehensive financial planning and advice, brokerage services, and various investment advisory accounts. Its product offerings include mutual funds, insurance products such as life and disability income insurance, and variable annuities designed for retirement savings and asset protection. The company also provides cash management and banking products to support its clients' daily financial needs.
Beyond individual wealth management, Ameriprise maintains a significant asset management segment. This segment delivers investment management and advisory services, along with a broad array of investment products like U.S. and non-U.S. mutual funds, exchange-traded funds (ETFs), and various institutional asset management solutions. These services are tailored for retail, high net worth, and institutional clients, enabling them to strategically manage and grow their investment portfolios across different asset classes.
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- Like **Fidelity Investments**, but with a more prominent business manufacturing its own insurance and annuity products.
- Similar to **Edward Jones** for personalized financial advice, but also operating as a large investment manager and an insurance company.
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- Financial Planning & Advice: Provides comprehensive financial planning and investment advisory services.
- Wealth Management Services: Offers brokerage services, discretionary and non-discretionary investment accounts, and cash management products.
- Investment Funds: Manages and distributes various investment products including mutual funds, exchange-traded funds, and variable product funds.
- Annuities: Provides a range of annuity products, including variable annuities, for retirement planning and income.
- Insurance: Offers life insurance and disability income insurance products.
- Institutional Asset Management: Delivers investment management products and strategies for institutional clients across traditional and alternative asset classes.
- Face-Amount Certificates: Issues specific investment certificates that mature to a predetermined value.
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Major Customers of Ameriprise Financial (AMP)
Ameriprise Financial, Inc. primarily serves a diverse base of individual clients, alongside a significant segment of institutional clients. Based on the services and products described, its customer base can be categorized as follows:
- Retail Clients: This category includes individual clients who seek a wide array of financial planning and advice services, brokerage products, mutual funds, insurance, annuities, cash management, and banking products. This segment is served through the Advice & Wealth Management and Retirement & Protection Solutions segments.
- High Net Worth Clients: These are individuals with substantial assets who require more specialized investment management and advice. They are served through the Asset Management segment, which offers sophisticated products like separately managed accounts and individually managed accounts.
- Institutional Clients: This category encompasses various organizations such as pension funds, endowments, corporations, and other financial institutions. Ameriprise provides them with investment management and advice, as well as a range of institutional asset management products including traditional asset classes, collateralized loan obligations (CLOs), hedge funds, collective funds, and property and infrastructure funds, primarily through its Advice & Wealth Management and Asset Management segments.
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James M. Cracchiolo, Chairman and Chief Executive Officer
James M. Cracchiolo has served as Chairman and Chief Executive Officer of Ameriprise Financial, Inc. and its predecessor firm since 2000. With over 45 years of experience in financial services, he led the spin-off of American Express Financial Advisors from American Express in 2005, establishing Ameriprise Financial as an independent, publicly traded company, which was the sixth-largest spin-off in U.S. history at the time. Prior to this, he held various executive positions at American Express, including Group President of American Express Global Financial Services (2000-2005), Chairman and CEO of American Express Financial Advisors, Chairman of American Express International Bank, and CEO of Travel Related Services International. He also served as Executive Vice President and Chief Financial Officer of Shearson Lehman Brothers from 1990 to 1993.
Walter S. Berman, Executive Vice President and Chief Financial Officer
Walter S. Berman is the Executive Vice President and Chief Financial Officer of Ameriprise Financial, a role he has held since the company's spin-off in 2005. He joined American Express, Ameriprise's former parent company, in 1965 and served until 1996 in various capacities, including Senior Vice President and Treasurer of American Express Travel Related Services, Chief Financial Officer of American Express International, and American Express treasurer. He also held senior financial positions at other major companies, such as Treasurer of IBM (1999-2000) and Chief Financial Officer of Global Vacation Group (1997-1999), and CFO at Walker Digital Corporation and Walker Digital LLC since 2000, before rejoining American Express in 2001. He served as EVP & CFO of American Express Financial Corporation starting in January 2003 and Corporate Treasurer of American Express from April 2001 to January 2004.
Gumer Alvero, President – Insurance & Annuities
Gumer Alvero serves as the President of Insurance & Annuities for Ameriprise Financial. He has held various leadership roles within Ameriprise Financial and its predecessor, American Express Financial Corporation, since 1989. His previous positions include Executive/Senior Vice President and Managing Director of the Annuity Products Group from 2006 to 2021, and Vice President and Managing Director of the Annuity Products Group from 1998 to 2006. He also served as Executive Assistant to the President/CEO of American Express Financial Corp. from 1996 to 1998.
William Davies, Global Chief Investment Officer, Columbia Threadneedle Investments
William Davies is the Global Chief Investment Officer for Columbia Threadneedle Investments, Ameriprise Financial's global asset management group. He assumed this role in January 2022, following his tenure as EMEA CIO and global head of equities. Davies joined Threadneedle Asset Management Limited at its inception in 1994, holding positions such as head of EMEA equities and head of European equities. His career in the investment community began in 1985, and he previously worked for Eagle Star Investments and led the European equity team at Hambros Bank.
Kelli Hunter Petruzillo, Executive Vice President - Human Resources
Kelli Hunter Petruzillo is the Executive Vice President of Human Resources at Ameriprise Financial, having joined the company in June 2005. In this role, she leads the global Human Resources function, focusing on workforce planning, talent development, compensation, benefits, and diversity, equity, and inclusion initiatives. Prior to Ameriprise, she held senior-level HR positions at Crown Castle International, Software Spectrum, Inc., and Mary Kay, Inc. She also has previous experience in financial services with Morgan Stanley and Shearson Lehman Brothers.
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The most significant risk to Ameriprise Financial is its inherent **market sensitivity and exposure to economic fluctuations**. The company's performance is directly tied to overall market conditions and economic factors, making it vulnerable to market volatility, geopolitical events, and shifts in consumer behavior. Market downturns can lead to reduced client activity, directly impacting fee-based revenue streams. Elevated volatility and potential outflows of client assets, particularly towards passive investment strategies, could further pressure revenues and earnings. Interest rate movements are also a significant component of this risk.
Secondly, Ameriprise Financial operates within an **intensely competitive industry**. The company faces significant challenges from both traditional financial institutions and new fintech firms. Competitors with larger economies of scale, more aggressive pricing strategies, or superior technological capabilities could erode Ameriprise's market share. This competitive pressure extends to various segments, including wealth management, asset management, and insurance and annuity products. The firm also faces ongoing competition in advisor recruiting and potential fee pressure from large clients.
Finally, **regulatory complexity and compliance obligations** represent a substantial risk. Ameriprise Financial must navigate a complex and evolving landscape of laws and regulations across various jurisdictions. This regulatory environment increases operational and compliance costs and can limit the company's ability to execute certain business strategies. Continuous adaptation to evolving regulations, particularly in areas like privacy, sustainability, and responsible investing, is a constant challenge. The risk of regulatory and compliance missteps, including potential fines, also remains a concern.
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The clear emerging threats for Ameriprise Financial (AMP) are:
- The rise of robo-advisors and digital-first investment platforms, which offer lower-cost, automated alternatives to traditional financial planning and advisory services, potentially impacting Ameriprise's Advice & Wealth Management segment.
- The accelerating shift towards passive investment vehicles, such as exchange-traded funds (ETFs) and index funds, from actively managed funds, which puts pressure on fees and demand for Ameriprise's Asset Management segment.
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Ameriprise Financial's main products and services operate within several large addressable markets:
- Wealth Management: The global wealth management market was valued at approximately USD 1.83 trillion in 2024 and is projected to grow to USD 2.09 trillion in 2025. Another estimate indicates the global wealth management market was valued at around USD 1.64 trillion in 2024 and is projected to reach USD 4.89 trillion by 2034. The total global investable wealth is projected to increase from US$345 trillion in 2024 to US$482 trillion by 2030. In the U.S., there were approximately 326,000 personal financial advisors in 2024, with this number projected to grow by 10% by 2034.
- Asset Management: Global assets under management (AUM) reached $135 trillion in 2024 and $147 trillion by June 2025. PwC projects global AUM to surge from US$139 trillion in 2024 to US$200 trillion by 2030. Specifically for North America, the asset management market share was USD 202.22 billion in 2024, with the U.S. market estimated to reach USD 184.89 billion in 2025 and projected to reach USD 211.48 billion by 2026. The U.S. asset management market size is projected at USD 70.97 trillion in 2026 and USD 125.98 trillion by 2031.
- Mutual Funds: The global mutual fund assets market was valued at USD 70.37 trillion in 2024 and is projected to reach USD 78.47 trillion in 2025. The United States mutual funds market was valued at USD 34.58 trillion in 2024 and is expected to reach USD 43.25 trillion by 2030. The total net assets in the USA mutual fund market were US$28.5 trillion at year-end 2024.
- Exchange-Traded Funds (ETFs): Global ETF assets under management (AUM) reached US$14.8 trillion by Q4 2024 and hit US$19.5 trillion in 2025. The global ETF industry's assets reached a new record of USD19.85 trillion at the end of December 2025. ETFGI reported global ETF assets reaching a new all-time high of $18.81 trillion at the end of September 2025. Global ETF AUM is projected to reach US$25 trillion by 2030.
- Annuities: In the U.S., individual annuity sales reached a new record of $432.4 billion in 2024 and further increased to $461.3 billion in 2025.
- Life Insurance: The United States life insurance market reached approximately USD 1.46 trillion in 2024. The U.S. life insurance market size was estimated at USD 1.93 trillion in 2024 and is predicted to be worth around USD 4.74 trillion by 2034. Total new annualized premium for individual life insurance in the U.S. increased to $15.9 billion in 2024. The global life insurance market was valued at US$ 7.59 billion in 2024 and is expected to reach US$ 16.53 trillion by 2033.
- Disability Income (DI) Insurance: The U.S. disability insurance market was valued at USD 1.7 billion in 2024 and is anticipated to reach approximately USD 4.6 billion by 2034. Individual disability insurance (IDI) sales premiums in the U.S. exceeded $5.4 billion in 2024.
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Share Repurchases
- Ameriprise Financial authorized an additional $4.5 billion for share repurchases on April 24, 2025, with this authorization valid through June 30, 2027.
- As of April 23, 2025, approximately $138 million remained available from a previous share repurchase authorization from July 2023.
- For the full year 2025, the company returned $3.4 billion of capital to shareholders, which included share repurchases. In the fourth quarter of 2025, $1.1 billion was returned to shareholders, representing 101% of adjusted operating earnings.
Share Issuance
- Ameriprise Financial's shares outstanding have shown a decline over the past few years, with 2024 shares outstanding at 0.103 billion, representing a 4.55% decline from 2023.
- Shares outstanding for the quarter ending December 31, 2025, were 0.096 billion, marking a 6.41% year-over-year decline.
Outbound Investments
- Ameriprise Financial made a $120 million acquisition in January 2026.
- The company has made strategic investments in technology, digital capabilities, artificial intelligence (AI), and cloud infrastructure to drive organic growth.
Capital Expenditures
- For the three months ending September 2025, Ameriprise Financial's capital expenditure was -$44.00 million.
- Capital expenditures are strategically focused on investments in technology, digital capabilities, and AI to enhance advisor productivity and new product development.
Peer Outperformance in Asset Management & Custody Banks
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| AMP | Ameriprise Financial | 9.7% | 12.7x | 9.7% | 71.0% | 124.9% | — |
| BNY | Bank of New York Mellon | 7.7% | 17.1x | 58.0% | 286.5% | 237.8% | +113pp |
| STT | State Street | 7.2% | 14.6x | 67.8% | 198.6% | 149.1% | +24pp |
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Investment Banking & Brokerage | 13 | 5.6% | 125.2% | 134.3% | IBKR 496% · SNEX 237% · GS 186% |
| Reinsurance | 6 | 20.4% | 86.2% | 118.2% | SPNT 141% · MTG 131% · RGA 131% |
| Diversified Banks | 12 | 40.3% | 126.0% | 106.8% | JPM 157% · CM 155% · RY 139% |
| Life & Health Insurance | 19 | 13.4% | 53.9% | 87.2% | UNM 298% · FG 198% · MFC 172% |
| Regional Banks | 262 | 31.7% | 82.8% | 66.3% | GCBC 393% · ESQ 355% · NBN 283% |
| Property & Casualty Insurance | 42 | 12.3% | 74.4% | 65.6% | ASIC 2528900% · HRTG 428% · UVE 272% |
| Multi-line Insurance | 9 | 14.4% | 80.9% | 58.4% | GNW 194% · L 105% · SLF 87% |
| Multi-Sector Holdings | 6 | 1.7% | 17.4% | 34.4% | JEF 84% · BRK-B 74% · VOYA 67% |
| Consumer Finance | 30 | 13.1% | 82.2% | 33.2% | ENVA 656% · EZPW 356% · AGM 164% |
| Insurance Brokers | 15 | -10.7% | 11.5% | 32.6% | LIFE 630% · AJG 91% · ARX 86% |
| Asset Management & Custody Banks ← | 83 | -6.0% | 20.7% | 27.2% | SII 332% · WT 299% · VCTR 281% |
| Financial Exchanges & Data | 15 | -2.3% | 17.0% | 21.4% | VIRT 188% · CBOE 142% · CME 68% |
| Commercial & Residential Mortgage Finance | 12 | -28.4% | 19.1% | 6.4% | FNMA 532% · FMCC 504% · ESNT 63% |
| Specialized Finance | 3 | 21.7% | 55.4% | 1.0% | EFC 38% · CACC 1% · HASI -9% |
| Mortgage REITs | 34 | -7.4% | 14.1% | -12.3% | RITM 73% · NREF 57% · DX 42% |
| Diversified Capital Markets | 21 | -25.2% | 0.5% | -38.9% | BTCS 564% · OPY 178% · LPLA 154% |
| Transaction & Payment Processing Services | 15 | 2.3% | 7.4% | -39.3% | MA 67% · V 64% · CPAY 60% |
| Diversified Financial Services | 5 | -5.7% | 61.6% | -58.4% | FRHC 172% · EQH 83% · TMS -58% |
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Research & Analysis
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Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 280.74 |
| Mkt Cap | 113.5 |
| Rev LTM | 22,817 |
| Op Inc LTM | 5,392 |
| FCF LTM | 2,478 |
| FCF 3Y Avg | 2,821 |
| CFO LTM | 2,788 |
| CFO 3Y Avg | 3,095 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 19.6% |
| Rev Chg 3Y Avg | 11.8% |
| Rev Chg Q | 24.1% |
| QoQ Delta Rev Chg LTM | 5.6% |
| Op Inc Chg LTM | 7.5% |
| Op Inc Chg 3Y Avg | 7.9% |
| Op Mgn LTM | 21.0% |
| Op Mgn 3Y Avg | 23.5% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 12.7% |
| CFO/Rev 3Y Avg | 17.0% |
| FCF/Rev LTM | 11.2% |
| FCF/Rev 3Y Avg | 15.5% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Advice & Wealth Management | 11,741 | 10,780 | 9,418 | 8,461 | 8,021 |
| Retirement & Protection Solutions | 3,955 | 3,773 | 3,476 | 3,124 | 3,230 |
| Asset Management | 3,621 | 3,515 | 3,278 | 3,506 | 3,682 |
| Corporate & Other | 427 | 454 | 533 | 479 | 487 |
| Revenue attributable to consolidated investment entities | 183 | 203 | 178 | 99 | 107 |
| Market impact on non-traditional long-duration products | 12 | 3 | 2 | -1 | 1 |
| Net realized investment gains (losses) | -8 | -21 | -32 | -93 | 87 |
| Elimination of segment revenues | -1,451 | -1,443 | -1,318 | -1,316 | -1,573 |
| Mean reversion related impacts | -1 | 1 | |||
| Block transfer reinsurance transaction impacts | -644 | ||||
| Market impact of hedges on investments | -22 | ||||
| Total | 18,480 | 17,264 | 15,535 | 14,258 | 13,377 |
| $ Mil | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|
| Advice and Wealth Management | 859 | 792 | 598 | 443 |
| Asset Management | 761 | 788 | 715 | 557 |
| Annuities | 650 | 633 | 686 | 567 |
| Protection | 183 | 246 | 365 | 398 |
| Elimination of segment revenues | -112 | 318 | -49 | -457 |
| Corporate & Other | -199 | -230 | -345 | -270 |
| Total | 2,142 | 2,547 | 1,970 | 1,238 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Retirement & Protection Solutions | 127,778 | 116,609 | 108,451 | 98,530 | 119,469 |
| Advice & Wealth Management | 40,038 | 41,514 | 42,983 | 35,132 | 24,986 |
| Corporate & Other | 16,365 | 15,930 | 16,469 | 16,839 | 20,534 |
| Asset Management | 6,723 | 7,350 | 7,288 | 7,967 | 10,990 |
| Total | 190,904 | 181,403 | 175,191 | 158,468 | 175,979 |
Price Behavior
| Market Price | $547.09 | |
| Market Cap ($ Bil) | 51.0 | |
| First Trading Date | 09/15/2005 | |
| Distance from 52W High | -4.1% | |
| 50 Days | 200 Days | |
| DMA Price | $513.45 | $479.16 |
| DMA Trend | up | up |
| Distance from DMA | 6.6% | 14.2% |
| 3M | 1YR | |
| Volatility | 23.8% | 25.5% |
| Downside Capture | 4.59 | 94.31 |
| Upside Capture | 95.31 | 84.64 |
| Correlation (SPY) | 18.0% | 40.8% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.88 | 0.34 | 0.32 | 0.70 | 0.85 | 1.02 |
| Up Beta | -0.18 | -0.37 | -0.12 | 0.52 | 0.60 | 1.07 |
| Down Beta | 1.53 | 0.56 | 0.26 | 0.44 | 0.84 | 1.11 |
| Up Capture | 243% | 121% | 76% | 80% | 84% | 84% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 16 | 25 | 35 | 66 | 138 | 413 |
| Down Capture | -38% | -18% | 20% | 88% | 101% | 98% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 6 | 18 | 28 | 60 | 114 | 340 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AMP | |
|---|---|---|---|---|
| AMP | 9.5% | 25.4% | 0.32 | - |
| Sector ETF (XLF) | 9.6% | 14.6% | 0.41 | 73.1% |
| Equity (SPY) | 20.3% | 12.9% | 1.16 | 41.1% |
| Gold (GLD) | 36.2% | 28.7% | 1.07 | 2.6% |
| Commodities (DBC) | 44.1% | 20.2% | 1.69 | -6.7% |
| Real Estate (VNQ) | 13.3% | 13.8% | 0.66 | 20.0% |
| Bitcoin (BTCUSD) | -38.8% | 43.2% | -1.01 | 24.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AMP | |
|---|---|---|---|---|
| AMP | 16.6% | 27.8% | 0.56 | - |
| Sector ETF (XLF) | 9.8% | 18.4% | 0.40 | 84.2% |
| Equity (SPY) | 12.8% | 17.2% | 0.57 | 71.2% |
| Gold (GLD) | 20.4% | 18.6% | 0.89 | -1.0% |
| Commodities (DBC) | 10.2% | 19.6% | 0.40 | 15.3% |
| Real Estate (VNQ) | 2.4% | 18.9% | 0.02 | 48.9% |
| Bitcoin (BTCUSD) | 9.3% | 52.7% | 0.36 | 29.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AMP | |
|---|---|---|---|---|
| AMP | 21.4% | 33.8% | 0.66 | - |
| Sector ETF (XLF) | 13.4% | 22.0% | 0.55 | 87.4% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 76.7% |
| Gold (GLD) | 12.4% | 16.2% | 0.63 | -2.0% |
| Commodities (DBC) | 8.1% | 18.1% | 0.37 | 26.3% |
| Real Estate (VNQ) | 4.9% | 20.7% | 0.20 | 58.6% |
| Bitcoin (BTCUSD) | 61.0% | 66.1% | 1.01 | 20.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 8/3/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/23/2026 | -1.3% | 2.6% | |
| 4/23/2026 | 1.0% | 3.3% | -1.2% |
| 1/29/2026 | 4.3% | 9.2% | -5.6% |
| 10/30/2025 | -5.1% | -4.1% | -4.6% |
| 7/24/2025 | -3.7% | -3.2% | -5.6% |
| 4/24/2025 | 0.5% | -0.2% | 8.1% |
| 1/29/2025 | -4.7% | -6.4% | -6.3% |
| 10/23/2024 | -3.1% | -1.2% | 9.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 14 | 14 |
| # Negative | 11 | 10 | 9 |
| Median Positive | 2.6% | 3.5% | 7.6% |
| Median Negative | -3.2% | -2.6% | -5.6% |
| Max Positive | 6.2% | 12.9% | 21.3% |
| Max Negative | -7.3% | -6.4% | -6.8% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/23/2026 | -1.3% | 2.6% | |
| 4/23/2026 | 1.0% | 3.3% | -1.2% |
| 1/29/2026 | 4.3% | 9.2% | -5.6% |
| 10/30/2025 | -5.1% | -4.1% | -4.6% |
| 7/24/2025 | -3.7% | -3.2% | -5.6% |
| 4/24/2025 | 0.5% | -0.2% | 8.1% |
| 1/29/2025 | -4.7% | -6.4% | -6.3% |
| 10/23/2024 | -3.1% | -1.2% | 9.9% |
| 7/24/2024 | 4.1% | 1.4% | 2.6% |
| 4/22/2024 | -3.2% | -1.2% | 3.4% |
| 1/24/2024 | 0.5% | -0.7% | 4.9% |
| 10/25/2023 | 3.0% | 3.4% | 14.9% |
| 7/26/2023 | -1.7% | -1.9% | -5.7% |
| 4/24/2023 | -7.3% | -3.3% | -3.5% |
| 1/25/2023 | 1.3% | 3.4% | -0.6% |
| 10/25/2022 | 5.1% | 12.9% | 20.0% |
| 7/26/2022 | 6.2% | 9.3% | 15.5% |
| 4/25/2022 | -5.8% | -4.3% | -6.8% |
| 1/26/2022 | 1.6% | 4.8% | 1.7% |
| 10/26/2021 | -0.3% | 3.6% | 2.1% |
| 7/26/2021 | -0.6% | 2.9% | 7.2% |
| 4/26/2021 | 3.6% | 4.2% | 2.9% |
| 1/27/2021 | 2.6% | 0.2% | 10.4% |
| 10/28/2020 | 1.8% | 6.4% | 21.3% |
| SUMMARY STATS | |||
| # Positive | 13 | 14 | 14 |
| # Negative | 11 | 10 | 9 |
| Median Positive | 2.6% | 3.5% | 7.6% |
| Median Negative | -3.2% | -2.6% | -5.6% |
| Max Positive | 6.2% | 12.9% | 21.3% |
| Max Negative | -7.3% | -6.4% | -6.8% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 10/31/2025 | 10-Q |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/02/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 11/01/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/06/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/02/2023 | 10-Q |
| 12/31/2022 | 02/23/2023 | 10-K |
| 09/30/2022 | 11/02/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 10/31/2025 | 10-Q |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/02/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 11/01/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/06/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/02/2023 | 10-Q |
| 12/31/2022 | 02/23/2023 | 10-K |
| 09/30/2022 | 11/02/2022 | 10-Q |
| 06/30/2022 | 08/01/2022 | 10-Q |
| 03/31/2022 | 05/02/2022 | 10-Q |
| 12/31/2021 | 02/25/2022 | 10-K |
| 09/30/2021 | 11/09/2021 | 10-Q |
| 06/30/2021 | 08/09/2021 | 10-Q |
| 03/31/2021 | 05/10/2021 | 10-Q |
| 12/31/2020 | 02/24/2021 | 10-K |
| 09/30/2020 | 11/09/2020 | 10-Q |
| 06/30/2020 | 08/10/2020 | 10-Q |
| 03/31/2020 | 05/11/2020 | 10-Q |
| 12/31/2019 | 02/26/2020 | 10-K |
| 09/30/2019 | 11/12/2019 | 10-Q |
Recent Forward Guidance
Updated 7/24/2026Latest: Q2 2026 Earnings Reported 7/23/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Operating Effective Tax Rate | 20.0% | 21.0% | 22.0% | 0.0% | Affirmed | Guidance: 21.0% for 2026 | |
| 2026 General and Administrative Expenses | |||||||
Prior: Q3 2025 Earnings Reported 10/30/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Operating Effective Tax Rate | 20.0% | 21.0% | 22.0% | 0.0% | Affirmed | Guidance: 21.0% for 2025 | |
Insider Activity
Updated 8/12/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Brockman, Dawn M | SVP AND CONTROLLER | Direct | Sell | 8122026 | 558.93 | 472 | 263,815 | 398,517 | Form |
| 2 | McGraw, Deirdre Davey | EVP Mktg, Strat. & Comms. | Direct | Sell | 8102026 | 558.28 | 2,400 | 1,339,867 | 1,883,071 | Form |
| 3 | Williams, William Jerryl | Pres, Wealth Mgmt Advisor Grp | Direct | Sell | 7292026 | 539.35 | 8,210 | 4,428,085 | 3,656,771 | Form |
| 4 | Williams, William Jerryl | Pres, Wealth Mgmt Advisor Grp | Direct | Sell | 7292026 | 537.08 | 7,894 | 4,239,683 | 5,844,428 | Form |
| 5 | Smyth, Gerard P | EVP & Hd. of Tech. & Serv. Del | Direct | Sell | 5182026 | 472.52 | 6,255 | 2,955,607 | 2,883,784 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Brockman, Dawn M | SVP AND CONTROLLER | Direct | Sell | 8122026 | 558.93 | 472 | 263,815 | 398,517 | Form |
| 2 | McGraw, Deirdre Davey | EVP Mktg, Strat. & Comms. | Direct | Sell | 8102026 | 558.28 | 2,400 | 1,339,867 | 1,883,071 | Form |
| 3 | Williams, William Jerryl | Pres, Wealth Mgmt Advisor Grp | Direct | Sell | 7292026 | 539.35 | 8,210 | 4,428,085 | 3,656,771 | Form |
| 4 | Williams, William Jerryl | Pres, Wealth Mgmt Advisor Grp | Direct | Sell | 7292026 | 537.08 | 7,894 | 4,239,683 | 5,844,428 | Form |
| 5 | Smyth, Gerard P | EVP & Hd. of Tech. & Serv. Del | Direct | Sell | 5182026 | 472.52 | 6,255 | 2,955,607 | 2,883,784 | Form |
| 6 | Sharpe, Robert Francis JR | Trust for Family Member | Sell | 5122026 | 465.83 | 1,200 | 558,996 | 2,934,729 | Form | |
| 7 | Alvero, Gumer | PRESIDENT-INSURANCE&ANNUITIES | Direct | Sell | 2112026 | 542.88 | 4,658 | 2,528,746 | 2,508,660 | Form |
| 8 | Berman, Walter Stanley | EXECUTIVE VP AND CFO | Direct | Sell | 2092026 | 544.22 | 7,000 | 3,809,511 | 3,052,507 | Form |
| 9 | Cracchiolo, James M | CHAIRMAN AND CEO | Direct | Sell | 2062026 | 544.96 | 48,813 | 26,601,190 | 58,655,806 | Form |
| 10 | Sharpe, Robert Francis JR | Trust for Family Member | Sell | 11252025 | 450.94 | 1,500 | 676,418 | 3,382,088 | Form | |
| 11 | Melloh, Heather J | EVP AND GENERAL COUNSEL | Direct | Sell | 9082025 | 512.34 | 1,500 | 768,502 | 1,312,602 | Form |
| 12 | Truscott, William F | CEO, GLOBAL ASSET MANAGEMENT | LLC | Sell | 8212025 | 506.89 | 9,929 | 5,032,934 | 5,599,639 | Form |
Investor Activity (13F)
Updated Aug 21, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
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