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Ameriprise Financial, Inc. AMP SPX

Financial Services · Asset Management · United States
https://www.ameriprise.com
Company Profile ↓
$527.28
-0.86% 1Y
Mkt Cap$47.40B
P/E13.14
P/B7.52
Div. Yield1.31%
52W High$541.91
52W Low$428.83
Book Value$68.96
EPS (TTM)$40.14

Company Overview

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.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 66.9%, reflecting efficient use of shareholder capital.

Reasonable Valuation

Trades at a P/E of 13.1, below the sector median of 13.5.

Healthy Margins

Maintains a net profit margin of 20.2%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $18.48B (+7.0% YoY); net profit $3.56B.
  • Trailing 12 Months Year-on-year growth — revenue +9.0%, earnings +66.0%.
  • 5-Year Trend Long-term compounding — revenue CAGR 9.0%, profit CAGR 4.2%.

Growth & Price Performance

Compounded Sales Growth

5 Years:9.03%
1 Year:9.00%

Compounded Profit Growth

5 Years:4.20%
1 Year:66.00%

Stock Price Performance

1 Year:-0.86%
6 Months:+4.04%
3 Months:+14.55%
1 Month:+14.84%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 87% of range
$428.83 $541.91
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)72.55 · Overbought
Price Performance
1M+14.84%
3M+14.55%
6M+4.04%
1Y-0.86%
Valuation vs Sector

P/E of 13.14 is below the sector median of 13.52 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 66.9%.
  • Excellent profit margin of 20.2%.
  • Generates positive free cash flow.

CONS

  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
13.14
Industry PE
13.52
Forward P/E
10.58
PEG Ratio
1.67
Book Value
$68.96
Price to Book
7.52
P/S
2.41
EV/EBITDA
-
Dividend Yield
1.31%

Growth (CAGR)

Revenue 5Y
9.03%
Profit 5Y
4.20%
Revenue (YoY)
9.00%
Earnings (YoY)
66.00%

Profitability & Returns

ROCE
-
ROE
66.94%
ROA
2.43%
Profit Margin
20.17%
Op Margin
37.19%
Gross Margin
56.60%
EPS (Latest Qtr)
$9.68
EPS (TTM)
$40.14

Balance Sheet & Liquidity

Debt/Equity
0.56
Quick Ratio
1.62
Current Ratio
2.48
Debt
$3.49B
Total Assets
$184.45B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
0.19%
Chg in Prom Hold
0.03%
FII / Inst Holding
92.22%
Chg in FII Hold
0.11%

Financial Snapshot

Enterprise Value
$47.40B
Total Revenue (TTM)
$19.32B
EBITDA
-
Free Cash Flow
$3.36B
Operating Cash Flow
$7.10B
Shares Outstanding
89.90M
Gross Margin
56.60%
Payout Ratio
15.95%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 AMP Ameriprise Financial, Inc. SPX 527.28 13.14 $47.40B 1.31% - 66.94% 9.03% 4.20%
2 JPM JPMorgan Chase & Co. SPX 346.91 16.61 $929.55B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 488.35 14.54 $682.86B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 355.14 30.99 $589.43B 0.75% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 535.21 30.99 $469.40B 0.65% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 61.59 15.28 $432.24B 1.88% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 228.55 20.70 $360.49B 1.76% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,152.07 17.79 $339.87B 1.58% - 16.95% - 2.21%
9 WFC Wells Fargo & Company SPX 87.51 13.53 $267.80B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue -----2.09B2.16B2.23B-2.31B2.34B2.37B-----------------------4.35B4.38B4.79B4.96B4.81B
Cost of Revenue ----------------------------------------
Gross Profit ----------------------------------------
Operating Expenses ----------------------------------------
Operating Income -----------------------------------767.00M1.43B1.26B1.37B1.22B
EBITDA ----------------------------------------
Interest Expense -----------------------------------80.00M82.00M84.00M80.00M80.00M
Pretax Income -----------------------------------687.00M1.35B1.17B1.29B1.14B
Tax Provision -----------------------------------104.00M291.00M262.00M284.00M229.00M
Net Income -364.00M335.00M215.00M-403.00M393.00M507.00M177.00M594.00M462.00M503.00M539.00M395.00M492.00M543.00M463.00M2.04B-539.00M-140.00M177.00M1.44B356.00M926.00M825.00M614.00M1.06B649.00M417.00M890.00M872.00M377.00M990.00M829.00M511.00M583.00M1.06B912.00M1.01B915.00M
Diluted EPS 2.002.091.971.302.462.522.503.261.153.913.103.433.762.823.574.043.5315.88-4.31-1.141.4311.742.947.777.105.379.415.833.798.218.143.579.468.025.005.8310.739.3310.479.68

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 8.76B7.10B7.54B9.58B10.24B10.26B11.23B12.30B12.20B11.84B12.18B12.92B13.10B11.96B-14.26B15.54B17.26B18.48B
Cost of Revenue -------------------
Gross Profit -------------------
Operating Expenses -------------------
Operating Income ---------------4.13B3.56B4.60B4.83B
EBITDA -------------------
Interest Expense ---------------198.00M324.00M329.00M326.00M
Pretax Income ---------------3.93B3.23B4.27B4.50B
Tax Provision ---------------782.00M678.00M866.00M941.00M
Net Income 814.00M-36.00M722.00M1.10B1.12B1.03B1.33B1.62B1.56B1.31B1.48B2.10B1.89B1.53B-3.15B2.56B3.40B3.56B
Diluted EPS 3.39-0.162.953.774.534.626.448.308.487.819.4414.2013.9212.20-27.7023.7133.0536.28

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2006Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --95.58B113.77B131.21B132.31B134.73B144.58B148.81B145.34B139.82B147.48B137.22B151.83B165.88B-158.85B175.19B181.40B190.90B
Current Assets --------------------
Cash & Equivalents 2.76B3.84B6.23B3.10B2.86B2.78B2.37B2.63B2.64B2.36B2.32B-----7.10B7.56B8.52B10.10B
Inventory --------------------
Receivables ----------------15.60B15.08B14.47B14.92B
Total Liabilities --89.11B103.90B119.93B122.61B125.02B135.34B139.50B136.96B133.53B141.49B131.63B146.10B160.02B-155.05B170.46B176.18B184.35B
Current Liabilities --------------------
Long Term Debt --2.03B2.25B------------3.85B4.98B4.76B5.66B
Total Debt ----------------5.38B5.75B5.47B5.86B
Total Equity 8.36B8.18B6.18B9.27B10.72B8.99B9.09B8.19B8.12B7.19B6.29B6.00B5.59B5.91B6.13B-3.80B4.73B5.23B6.55B
Shares Outstanding ----------------335.86M336.78M337.73M338.06M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 766.00M2.06B-1.32B1.85B2.18B1.50B1.36B2.40B2.69B2.33B1.52B2.60B2.34B4.62B-4.41B4.68B6.59B8.32B
Investing Cash Flow 4.63B-140.00M-6.37B-734.00M-1.15B4.42B-802.00M-715.00M-509.00M-783.00M-171.00M-587.00M-3.23B-2.89B--13.58B-9.26B-551.00M-1.53B
Financing Cash Flow -4.32B525.00M4.54B-1.34B-1.11B-6.34B-306.00M-1.66B-2.40B-1.14B-1.78B-1.26B1.21B952.00M-8.43B4.41B-5.17B-5.16B
Capital Expenditure ----------------182.00M-184.00M-176.00M-162.00M
Free Cash Flow ---------------4.22B4.50B6.42B8.16B
Net Change in Cash ----------------746.00M-166.00M879.00M1.64B
Share Buybacks 989.00M638.00M11.00M582.00M1.50B1.38B1.58B1.58B1.74B1.71B1.49B1.63B1.94B1.44B2.03B1.98B2.13B2.45B2.91B
Dividends Paid 133.00M143.00M164.00M183.00M212.00M305.00M401.00M426.00M465.00M479.00M491.00M506.00M504.00M497.00M511.00M534.00M550.00M574.00M596.00M

Ratios (Annual)

Figures in %.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -------------------
Operating Margin % ---------------29.0%22.9%26.6%26.1%
Net Margin % 9.3%-0.5%9.6%11.4%10.9%10.0%11.9%13.2%12.8%11.1%12.2%16.2%14.4%12.8%-22.1%16.5%19.7%19.3%
ROE % 10.0%-0.6%7.8%10.2%12.4%11.3%16.3%19.9%21.7%20.9%24.7%37.5%32.0%25.0%-82.8%54.0%65.1%54.4%
ROCE % -------------------

Shareholding Pattern

Insiders
0.19%
Institutions
92.22%
Public Float
92.40%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 9.60% 8.63M $4.47B
2 Vanguard Capital Management LLC 6.60% 5.93M $3.08B
3 Vanguard Portfolio Management LLC 5.84% 5.25M $2.72B
4 State Street Corporation 5.11% 4.59M $2.38B
5 Geode Capital Management, LLC 3.20% 2.87M $1.49B
6 Aristotle Capital Management, LLC 2.46% 2.21M $1.15B
7 Morgan Stanley 2.24% 2.01M $1.04B
8 Nuveen, LLC 1.67% 1.50M $777.42M
9 AQR Capital Management, LLC 1.64% 1.48M $765.11M
10 JPMORGAN CHASE & CO 1.62% 1.46M $757.29M

Analyst View

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Latest News

Recent headlines for AMP

Yahoo Finance ue, 14 Jul 2026

Advisor Practice with More Than $270 Million in Assets Joins Ameriprise Financial for Technology, Growth and Succession Planning Support

MINNEAPOLIS, July 14, 2026--Private wealth advisory practice Johnson Stivender Wealth Advisors recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Raymond James Financial Services, Inc. in Sebring, Fla., w…

Yahoo Finance ue, 14 Jul 2026

Columbia Threadneedle Investments Launches Two New Premium Income ETFs

BOSTON, July 14, 2026--Columbia Threadneedle Investments today announced the launch of two new actively managed exchange traded funds (ETFs) that seek high income while maintaining equity market exposure with a lower volatility profile. The…

Yahoo Finance Fri, 10 Jul 2026

Ameriprise Financial (AMP) Was Dropped From One Russell Index And Added To Three

Ameriprise Financial (NYSE:AMP) has been removed from the Russell 1000 Dynamic Index. The company has been added to several Russell 1000 defensive and defensive-style indices. This reclassification affects how Ameriprise Financial is groupe…

Yahoo Finance Fri, 10 Jul 2026

Will Ameriprise (AMP) Beat Estimates Again in Its Next Earnings Report?

Ameriprise (AMP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Yahoo Finance Fri, 10 Jul 2026

2 Large-Cap Stocks to Target This Week and 1 We Avoid

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.…

Yahoo Finance hu, 09 Jul 2026

Stifel, Commonwealth Top JD Power’s Advisor Satisfaction Rankings

The annual rankings measure financial advisors’ satisfaction with the wealth management firms they work with. Artificial intelligence is now playing a pivotal role in advisor satisfaction.

AMP — Frequently Asked Questions

What is the current share price of Ameriprise Financial, Inc. (AMP)?

As of 2026-07-15 16:51 PDT, Ameriprise Financial, Inc. (AMP) trades at $527.28 on NYSE. Its 52-week range is $428.83 to $541.91.

What is the market capitalisation of AMP?

Ameriprise Financial, Inc. (AMP) has a market capitalisation of $47.40B on NYSE.

What is the P/E ratio of AMP?

AMP trades at a trailing price-to-earnings (P/E) ratio of 13.14. The industry average P/E is 13.52. Its price-to-book (P/B) ratio is 7.52.

Does AMP pay a dividend?

Ameriprise Financial, Inc. (AMP) currently offers a dividend yield of 1.31%.

What is the return on equity (ROE) of AMP?

AMP has a return on equity (ROE) of 66.94%.

Is AMP a good stock to buy?

This page provides a data-driven analysis of Ameriprise Financial, Inc. (AMP), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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