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Ameriprise Financial, Inc. AMP SPXR3KFINANCIAL

Financial Services · Asset Management · United States
https://www.ameriprise.com
Company Profile ↓
$496.83
-1.15% 1Y
Mkt Cap$43.92B
P/E11.99
P/B6.95
Div. Yield1.36%
52W High$570.68
52W Low$427.50
Book Value$71.97
EPS (TTM)$41.42

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 63.4%, reflecting efficient use of shareholder capital.

Reasonable Valuation

Trades at a P/E of 12.0, below the sector median of 13.7.

Healthy Margins

Maintains a net profit margin of 19.9%.

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 +11.6%, earnings +11.7%.
  • 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:11.60%

Compounded Profit Growth

5 Years:4.20%
1 Year:11.70%

Stock Price Performance

1 Year:-1.15%
6 Months:+8.83%
3 Months:-5.77%
1 Month:-1.19%

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

Technical Snapshot Mixed
52-Week Range 48% of range
$427.50 $570.68
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMAAbove
  • RSI (14)45.00 · Neutral
Price Performance
1M-1.19%
3M-5.77%
6M+8.83%
1Y-1.15%
Valuation vs Sector

P/E of 11.99 is below the sector median of 13.71 — 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 63.4%.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

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

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Valuation

Stock P/E
11.99
Industry PE
13.71
Forward P/E
9.59
PEG Ratio
1.40
Book Value
$71.97
Price to Book
6.95
P/S
2.23
EV/EBITDA
-
Dividend Yield
1.36%

Growth (CAGR)

Revenue 5Y
9.03%
Profit 5Y
4.20%
Revenue (YoY)
11.60%
Earnings (YoY)
11.70%

Profitability & Returns

ROCE
-
ROE
63.43%
ROA
2.28%
Profit Margin
19.90%
Op Margin
30.72%
Gross Margin
54.93%
EPS (Latest Qtr)
$11.98
EPS (TTM)
$41.42

Balance Sheet & Liquidity

Debt/Equity
0.68
Quick Ratio
1.31
Current Ratio
2.18
Debt
$4.30B
Total Assets
$197.87B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
0.18%
Chg in Prom Hold
-0.00%
FII / Inst Holding
91.63%
Chg in FII Hold
-0.00%

Financial Snapshot

Enterprise Value
$43.92B
Total Revenue (TTM)
$19.84B
EBITDA
-
Free Cash Flow
$2.90B
Operating Cash Flow
$8.22B
Shares Outstanding
88.40M
Gross Margin
54.93%
Payout Ratio
15.69%

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. SPXR3KFINANCIAL 496.83 11.99 $43.92B 1.36% - 63.43% 9.03% 4.20%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 336.54 14.43 $894.59B 1.72% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 546.97 13.76 $770.15B 0.00% - 12.12% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 414.34 35.23 $706.08B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 633.21 34.87 $550.55B 0.62% 60.19% - 12.29% 19.21%
6 BRK-A Berkshire Hathaway Inc. FINANCIAL 820,500.00 13.76 $400.77B 0.00% - 12.12% 7.60% 10.02%
7 BAC Bank of America Corporation SPXR3KFINANCIAL 51.08 11.80 $357.19B 2.39% - 11.20% 3.14% 4.27%
8 HSBC HSBC Holdings plc FINANCIAL 91.89 13.13 $314.52B 3.65% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 183.97 14.87 $288.94B 2.26% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 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 2026Jun 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 2.091.971.302.462.522.503.261.153.913.103.433.762.823.574.043.5315.88-4.31-1.141.4311.742.947.777.105.379.415.833.798.218.143.579.468.025.00-10.739.3310.479.6811.98

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
0.18%
Institutions
91.63%
Public Float
91.80%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 8.83% 7.94M $3.97B
2 Vanguard Capital Management LLC 6.56% 5.90M $2.95B
3 Vanguard Portfolio Management LLC 5.76% 5.18M $2.59B
4 State Street Corporation 5.20% 4.67M $2.34B
5 Geode Capital Management, LLC 3.07% 2.76M $1.38B
6 Aristotle Capital Management, LLC 2.32% 2.08M $1.04B
7 Morgan Stanley 1.94% 1.74M $872.81M
8 Goldman Sachs Group Inc 1.83% 1.64M $822.35M
9 Nuveen, LLC 1.66% 1.49M $746.16M
10 AQR Capital Management, LLC 1.47% 1.32M $662.77M

Analyst View

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Latest News

Recent headlines for AMP

Yahoo Finance hu, 22 Oct 2026

AmeriServ Bank Partners with Ameriprise Financial

AmeriServ Bank has transitioned its investment services program to the Ameriprise Financial Institution Group (AFIG). The bank is headquartered in Johnstown, Pennsylvania. AmeriServ's financial advisors help clients manage approximately $52…

Yahoo Finance Mon, 19 Oct 2026

Citizens Sues Ameriprise, Accusing Ex-Advisor of Breaking Employment Contracts

Citizens Securities is seeking a restraining order against Ameriprise and Darrell Smith in federal court in Massachusetts, alleging that Smith solicited former clients shortly after changing firms.

Yahoo Finance Mon, 19 Oct 2026

Ameriprise Has an Advisor Problem. It Could Get Worse.

Advisor departures could soon become a “structural” issue for Ameriprise, analysts warned.

Yahoo Finance Mon, 19 Oct 2026

Ameriprise shares fall as BofA double-downgrades stock on advisor attrition

Investing.com -- Ameriprise Financial Inc (NYSE:AMP) shares slipped 3.6% on Monday after BofA Securities double-downgraded the wealth management firm, warning that an accelerating exodus of high-value financial advisors threatens to weigh o…

Yahoo Finance Mon, 19 Oct 2026

Ameriprise Financial's Retention Bonuses Amid Advisor Exodus Could Pressure Margins, BofA Says

Ameriprise Financial's (AMP) rehiring its own advisors with retention bonuses amid large departures,

Yahoo Finance Mon, 12 Oct 2026

Ameriprise Financial’s Q3 2026 Earnings: What to Expect

Ameriprise Financial is set to report its Q3 earnings later this month, with analysts expecting double-digit year-over-year EPS growth.

AMP — Frequently Asked Questions

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

As of 2026-10-22 16:30 PDT, Ameriprise Financial, Inc. (AMP) trades at $496.83 on NYSE. Its 52-week range is $427.50 to $570.68.

What is the market capitalisation of AMP?

Ameriprise Financial, Inc. (AMP) has a market capitalisation of $43.92B on NYSE.

What is the P/E ratio of AMP?

AMP trades at a trailing price-to-earnings (P/E) ratio of 11.99. The industry average P/E is 13.71. Its price-to-book (P/B) ratio is 6.95.

Does AMP pay a dividend?

Ameriprise Financial, Inc. (AMP) currently offers a dividend yield of 1.36%.

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

AMP has a return on equity (ROE) of 63.43%.

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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