AMP

Ameriprise Financial Inc

AMP.US ameriprise.com
553.53
+1.65 (+0.30%)
USD · NYSE
52-week range
419.52
572.56
Trading at 88% of the 52-week range
Market Cap
48.79B
P/E Ratio
13.44
Forward P/E
10.80
Book Value
71.97
Div. Yield
1.17%
% Institutions
91.80%
% Insiders
0.181%

1 Year

+14.0%

3 Year

+67.7%

10 Year

+564.4%
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.

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

People

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 F. Truscott CEO of Columbia Threadneedle & Interim Global Chief Investment Officer 1960
Mr. Gerard P. Smyth Executive VP and Head of Technology, Service & Operations 1962
Ms. Dawn M. Brockman Senior VP, Corporate Controller & Principal Accounting Officer 1973
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, Strategy & Communications 1971
Ms. Kelli Ann Hunter Petruzillo Executive Vice President of Human Resources 1961
Mr. David M. Joy Chief Market Strategist NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 30, 2026 Ro Khanna N/A Sale N/A $437.40 N/A
Mar 23, 2026 Ro Khanna N/A Purchase N/A $441.92 N/A
Feb 24, 2026 Ro Khanna N/A Purchase N/A $466.29 N/A
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

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 8.63M Mar 31, 2026 9.75% $0.07 -2.66%
Vanguard Capital Management, LLC 5.93M Mar 31, 2026 6.71% $0.07 0.00%
Vanguard Portfolio Management, LLC 5.25M Mar 31, 2026 5.94% $0.12 0.00%
State Street Corp 4.59M Mar 31, 2026 5.19% $0.07 5.25%
Geode Capital Management, LLC 2.87M Mar 31, 2026 3.25% $0.08 2.05%
Aristotle Capital Management LLC 2.21M Mar 31, 2026 2.50% $2.06 -4.34%
Morgan Stanley - Brokerage Accounts 2.01M Mar 31, 2026 2.27% $0.05 -4.25%
Nuveen, LLC 1.50M Mar 31, 2026 1.69% $0.18 66.91%
AQR Capital Management LLC 1.48M Mar 31, 2026 1.67% $0.30 35.86%
JPMorgan Chase & Co 1.46M Mar 31, 2026 1.65% $0.04 -55.22%
The Goldman Sachs Group Inc 1.46M Mar 31, 2026 1.65% $0.07 45.10%
NORGES BANK 1.29M Jun 30, 2026 1.46% $0.06 -14.78%
FMR Inc 1.22M Mar 31, 2026 1.38% $0.03 8.58%
UBS Group AG 1.17M Mar 31, 2026 1.32% $0.08 14.05%
Boston Partners Global Investors, Inc 1.16M Mar 31, 2026 1.31% $0.54 -1.34%
Northern Trust Corp 1.13M Mar 31, 2026 1.27% $0.07 -7.11%
Dimensional Fund Advisors, Inc. 1.08M Jun 30, 2026 1.22% $0.09 5.02%
First Trust Advisors L.P. 1.08M Jun 30, 2026 1.22% $0.29 9.36%
Federated Hermes Inc 1.01M Jun 30, 2026 1.15% $0.67 -3.67%
Amvescap Plc. 921.70K Mar 31, 2026 1.04% $0.04 11.02%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard MStar Total Stk Mkt Idx Invest 2.89M 3.26% ▲ 0.28% Jul 31, 2026
2 Vanguard 500 Index Investor 2.36M 2.67% ▲ 1.06% Jul 31, 2026
3 Vanguard MStar Mid Cap Index Instl 1.96M 2.22% ▼ 0.14% Jul 31, 2026
4 iShares Core S&P 500 ETF 1.20M 1.36% ▼ 0.16% Aug 31, 2026
5 Fidelity 500 Index 1.16M 1.31% ▲ 0.80% Jul 31, 2026
6 State Street® SPDR® S&P 500® ETF 1.10M 1.25% ▲ 0.02% Aug 31, 2026
7 Vanguard MStar Value Index Investor 866.36K 0.98% ▲ 0.58% Jul 31, 2026
8 JHancock Disciplined Value Mid Cap I 812.79K 0.92% ▲ 0.00% Jun 30, 2026
9 Vanguard Windsor II Inv 722.75K 0.82% ▲ 0.00% Jun 30, 2026
10 First Trust Rising Dividend Achiev ETF 675.99K 0.76% ▲ 0.05% Aug 31, 2026

Financial Highlights

Market Cap: $48.79B
EBITDA: $4.27B
P/E Ratio: $13.44
PEG Ratio: $1.56
Book Value: $71.97
Dividend/Share: $6.50
Dividend Yield: 1.17%
Earnings/Share: $41.06
Profit Margin: 19.90%
Operating Margin: 30.72%
ROA (TTM): 2.28%
ROE (TTM): 63.43%
Revenue (TTM): $19.84B
Revenue/Share (TTM): $210.94
Earnings Growth (YOY): 11.70%
Revenue Growth (YOY): 11.60%

Valuation Metrics

Enterprise Value: $45.46B
Trailing P/E: 13.44
Forward P/E: 10.80

Shares Statistics

Shares Outstanding: 88.40M
Shares Float: 87.96M
% Insiders: 0.181%
% Institutions: 91.80%
Short % Float: 3.74%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$18.91B
Cost of Goods Sold
adjust
$-9.38B
Gross Profit
subtotal
$9.53B
SG&A
adjust
$-3.90B
Other Operating Expense
adjust
$-799.00M
Operating Income
subtotal
$4.83B
Other / Non-Operating Items
adjust
$-1.27B
Net Income
subtotal
$3.56B

Earnings Per Share (EPS) History

Financial Ratios

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