Stock Fundamentals

Company Information

Company Name
Ameriprise Financial Inc
Sector
Financial Services
Industry
Asset Management
Exchange
NYSE
ISIN: US03076C1062
CIK: 0000820027
CUSIP: 03076C106
Currency: USD
Full Time Employees: 13,600
Phone: 612-671-3131
Fiscal Year End: December
IPO Date: Oct 03, 2005
Description:

Ameriprise Financial, Inc., together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients. It operates through Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, Corporate & Other segments. 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, advice, and products to retail, high net worth, and institutional clients through third-party financial institutions, advisor network, direct retail, and its institutional sales force under the Columbia Threadneedle Investments brand name. Its products 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, as well as life and disability income insurance products to retail clients. Ameriprise Financial, Inc. was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. The company was founded in 1894 and is based in Minneapolis, Minnesota.

Address:

1099 Ameriprise Financial Center, Minneapolis, MN, United States, 55474

Directors & Officers

Name Title Year Born
Mr. James M. Cracchiolo CPA Chairman & CEO 1959
Mr. Walter S. Berman Executive VP, CFO & Chief Risk Officer 1943
Mr. William Davies Executive VP & Global Chief Investment Officer 1963
Mr. William F. Truscott Chief Executive Officer of Global Asset Management 1960
Mr. Joseph Edward Sweeney President of Advice & Wealth Management - Products and Service Delivery 1961
Ms. Dawn M. Brockman SVP, Corporate Controller & Principal Accounting Officer NA
Mr. Gerard P. Smyth Executive VP & Global Chief Information Officer 1962
Stephanie M. Rabe Head of Investor Relations NA
Ms. Heather J. Melloh Executive VP & General Counsel 1972
Ms. Deirdre D. Davey McGraw Executive Vice President of Marketing, Communications & Community Relations 1971

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 12.26M Dec 31, 2025 13.44% $0.09 -0.88%
JPMorgan Chase & Co 9.61M Sep 30, 2025 10.54% $0.14 53.23%
BlackRock Inc 8.99M Sep 30, 2025 9.86% $0.08 -5.20%
State Street Corp 4.42M Sep 30, 2025 4.85% $0.08 0.43%
Geode Capital Management, LLC 2.84M Sep 30, 2025 3.12% $0.09 0.81%
Aristotle Capital Management LLC 2.31M Dec 31, 2025 2.54% $2.27 -4.85%
Morgan Stanley - Brokerage Accounts 2.19M Sep 30, 2025 2.41% $0.07 -4.06%
NORGES BANK 1.51M Dec 31, 2025 1.66% $0.08 16.49%
Northern Trust Corp 1.24M Sep 30, 2025 1.36% $0.08 -0.21%
Boston Partners Global Investors, Inc 1.19M Sep 30, 2025 1.31% $0.60 1.12%
FMR Inc 1.13M Dec 31, 2025 1.24% $0.03 32.88%
The Goldman Sachs Group Inc 1.07M Sep 30, 2025 1.17% $0.06 1.21%
UBS Group AG 1.05M Sep 30, 2025 1.16% $0.08 -17.57%
Dimensional Fund Advisors, Inc. 1.01M Dec 31, 2025 1.10% $0.10 -0.67%
UBS Asset Mgmt Americas Inc 988.13K Sep 30, 2025 1.08% $0.11 -18.41%
Federated Hermes Inc 966.16K Sep 30, 2025 1.06% $0.84 29.32%
Nuveen, LLC 898.13K Dec 31, 2025 0.99% $0.12 -9.40%
Deutsche Bank AG 864.14K Sep 30, 2025 0.95% $0.14 3.13%
Amvescap Plc. 852.28K Sep 30, 2025 0.93% $0.07 -3.75%
Bank of New York Mellon Corp 816.23K Sep 30, 2025 0.90% $0.07 -1.45%

Shares Statistics

Shares Outstanding: 91.18M
Shares Float: 90.80M
% Insiders: 18.60%
% Institutions: 8,988.30%
Short % Float: 4.27%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 12.26M 13.44% ▼ 0.88% Dec 31, 2025
2 JPMorgan Chase & Co 9.61M 10.54% ▲ 53.23% Sep 30, 2025
3 BlackRock Inc 8.99M 9.86% ▼ 5.20% Sep 30, 2025
4 State Street Corp 4.42M 4.85% ▲ 0.43% Sep 30, 2025
5 Geode Capital Management, LLC 2.84M 3.12% ▲ 0.81% Sep 30, 2025
6 Aristotle Capital Management LLC 2.31M 2.54% ▼ 4.85% Dec 31, 2025
7 Morgan Stanley - Brokerage Accounts 2.19M 2.41% ▼ 4.06% Sep 30, 2025
8 NORGES BANK 1.51M 1.66% ▲ 16.49% Dec 31, 2025
9 Northern Trust Corp 1.24M 1.36% ▼ 0.21% Sep 30, 2025
10 Boston Partners Global Investors, Inc 1.19M 1.31% ▲ 1.12% Sep 30, 2025

Valuation Metrics

Enterprise Value: $36.07B
Trailing P/E: 12.18
Forward P/E: 10.32

Financial Highlights

Market Cap: $41.07B
EBITDA: $4.27B
P/E Ratio: $12.18
PEG Ratio: $1.50
Book Value: $71.76
Dividend/Share: $6.28
Dividend Yield: 1.43%
Earnings/Share: $36.29
Profit Margin: 18.84%
Operating Margin: 35.35%
ROA (TTM): 2.27%
ROE (TTM): 60.51%
Revenue (TTM): $18.91B
Revenue/Share (TTM): $195.56
Earnings Growth (YOY): -1.10%
Revenue Growth (YOY): 8.60%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 7.87x 0.90x 0.97x 14.82x 1.16x
2024-12-31 107.24x 1.04x 0.97x 6.45x 1.23x
2023-12-31 98.84x 1.21x 0.97x 9.98x 1.68x
2022-12-31 42.32x 1.75x 0.98x 19.85x 1.63x
2021-12-31 277.60x 0.87x 0.97x 21.91x 1.16x
2020-12-31 254.82x 0.84x 0.96x 11.30x 2.25x
2019-12-31 219.73x 0.86x 0.96x 10.90x 1.87x
2018-12-31 200.70x 0.86x 0.96x 10.85x 1.64x
2017-12-31 196.67x 0.88x 0.96x 11.29x 1.98x
2016-12-31 192.58x 0.86x 0.95x 7.27x 2.56x
2015-12-31 184.03x 1.45x 0.94x 6.14x 3.71x
2014-12-31 190.41x 1.20x 0.94x 7.99x 3.08x
2013-12-31 75.94x 1.06x 0.94x 6.92x 3.39x
2012-12-31 77.32x 0.87x 0.93x 3.99x 4.42x
2011-12-31 4.08x 0.78x 0.92x 4.18x 4.17x
2010-12-31 5.53x 0.77x 0.91x 5.34x 3.79x
2009-12-31 5.23x 0.24x 0.91x 8.28x 1.77x
2008-12-31 1.23x 0.33x 0.94x 4.14x -34.95x
2007-12-31 1.17x 0.26x 0.93x 11.22x 1.55x
2006-12-31 0.88x 0.28x 0.92x 10.56x 1.94x
2005-12-31 0.68x 0.24x 0.92x 15.51x 0.99x
2004-12-31 0.47x 0.13x 0.93x 22.19x 0.78x
2003-12-31 0.00x 0.13x 0.91x N/A 1.32x
2002-12-31 0.00x 0.00x 0.91x N/A 0.00x
2001-12-31 N/A 0.00x 0.92x N/A 0.00x
2000-12-31 N/A 0.00x 0.94x N/A 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 10, 2026 William F Truscott N/A Sale 5.00K $532.08 $2.66M
Feb 09, 2026 Gumer Alvero N/A Sale 4.66K $542.88 $2.53M
Feb 05, 2026 Walter Stanley Berman N/A Sale 7.00K $544.22 $3.81M
Jan 23, 2026 Ro Khanna N/A Purchase N/A $496.29 N/A
Nov 21, 2025 Robert Francis Sharpe Jr N/A Sale 1.50K $450.94 $676.41K
Nov 03, 2025 Ro Khanna N/A Sale N/A $452.58 N/A
Oct 07, 2025 Ro Khanna N/A Purchase N/A $497.05 N/A
Sep 04, 2025 Heather J Melloh N/A Sale 1.50K $512.34 $768.51K
Aug 19, 2025 William F Truscott N/A Sale 9.93K $506.89 $5.03M

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