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Home CompaniesAmeriprise Financial Inc

Ameriprise Financial Inc

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
515.34 USD 13.85 ( 2.76%)
Last update at 2026-11-09T15:32:00Z
VOLUME
54723
Market Cap
42836.96M
P/E
12.58

Momentum Score

…

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.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
506.77
Low
516.35
High
52 Week Price Range
422.37
Low
548.56
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Ameriprise Financial is a diversified U.S. financial services firm offering wealth and asset management, insurance and annuities through a national advisor network. Long-term growth could be driven by rising retirement planning demand, fee-based asset management, and cross-selling within its client base. Investors may find the company attractive for recurring fee income and an established distribution platform.

Key risks include revenue sensitivity to market-driven assets under management, competition from low-cost digital platforms and broker-dealers, and regulatory or insurance-liability developments investors should monitor.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
501.49
Dividend Yield
1.38%
Revenue TTM
18911.00M
Revenue Per Share
195.56
Gross Profit TTM
10625.00M
Debt / Equity
0.90
ROE
60.51%
Net Debt
-4241.00M
ROCE
2.57%
Diluted EPS TTM
36.66

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Income before tax 4504.00M 4267.00M 3234.00M 3182.00M 3350.00M
Net income 3563.00M 3401.00M 2556.00M 2559.00M 2760.00M
Selling general administrative 3899.00M 3903.00M 8949.00M 3723.00M 3435.00M
Selling and marketing expenses - 6024.00M 5078.00M 4923.00M 5015.00M
Gross profit 9528.00M -991.00M -885.00M 14271.00M 13489.00M
Reconciled depreciation -93.00M -159.00M -154.00M -40.00M 98.00M
Ebit 4830.00M 4596.00M 3558.00M 3380.00M 2968.00M
Ebitda 5042.00M 4437.00M 3404.00M 3340.00M 3066.00M
Depreciation and amortization 212.00M -159.00M -154.00M -40.00M 98.00M
Operating income 4830.00M 4267.00M 3234.00M 3380.00M 2968.00M
Other operating expenses 14082.00M 4929.00M 3795.00M 11089.00M 10139.00M
Interest expense 326.00M 662.00M 324.00M 198.00M 191.00M
Tax provision 941.00M 866.00M 678.00M 623.00M 590.00M
Interest income 1330.00M 662.00M 561.00M 198.00M 191.00M
Net interest income -326.00M -329.00M -324.00M -198.00M -191.00M
Income tax expense 941.00M 866.00M 678.00M 623.00M 590.00M
Total revenue 18912.00M 17264.00M 15535.00M 14271.00M 13489.00M
Total operating expenses 4698.00M -5258.00M 12301.00M 8646.00M -10521.00M
Cost of revenue 9384.00M 329.00M 324.00M 7036.00M 6343.00M
Total other income expense net -326.00M 3605.00M 513.00M -198.00M 382.00M
Net income from continuing ops 3563.00M 3401.00M 2556.00M 2559.00M 2760.00M
Net income applicable to common shares 3563.00M 3401.00M 2556.00M 2559.00M 2760.00M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Total assets 190904.00M 181403.00M 175191.00M 158468.00M 175979.00M
Intangible assets 1160.00M 1171.00M 1213.00M 192.00M 193.00M
Other current assets -25053.00M 10430.00M -22670.00M -20800.00M -20792.00M
Total liab 184355.00M 176175.00M 170462.00M 154855.00M 170294.00M
Total stockholder equity 6549.00M 5228.00M 4729.00M 3613.00M 5685.00M
Deferred long term liab - - - 3472.00M 2782.00M
Other current liab 2982.00M -2704.00M 5523.00M -201.00M -200.00M
Common stock 3.00M 3.00M 3.00M 3.00M 3.00M
Capital stock 3.00M 3.00M 3.00M 3.00M 3.00M
Retained earnings 27662.00M 24713.00M 21905.00M 19531.00M 17525.00M
Other liab - - - 145253.00M 164735.00M
Good will 2625.00M 1401.00M 1410.00M 1389.00M 1458.00M
Other assets 190904.00M 54019.00M 6301.00M 53912.00M 120456.00M
Cash 10103.00M 8522.00M 7564.00M 7097.00M 7248.00M
Cash and equivalents 9953.00M 8149.00M - 6964.00M 7127.00M
Total current liabilities 3182.00M 701.00M 9261.00M 201.00M 200.00M
Current deferred revenue - 7.00M -2402.00M 30775.00M -
Net debt -4241.00M -3050.00M -1809.00M -1712.00M -2052.00M
Short term debt 200.00M 701.00M 1135.00M 201.00M 200.00M
Short long term debt 200.00M 701.00M 751.00M 201.00M 200.00M
Short long term debt total 5862.00M 5472.00M 5755.00M 5385.00M 5196.00M
Other stockholder equity -20224.00M -17580.00M -15413.00M -13572.00M -11846.00M
Property plant equipment 967.00M 987.00M - 926.00M 919.00M
Total current assets 25053.00M 75178.00M 22670.00M 63707.00M 23470.00M
Long term investments 53662.00M 52206.00M 51607.00M 46878.00M 37994.00M
Net tangible assets - - - 3613.00M 5685.00M
Short term investments 53591.00M 52153.00M 185.00M 40811.00M 32050.00M
Net receivables 14950.00M 14503.00M 15106.00M 15799.00M 16222.00M
Long term debt 5662.00M 4762.00M 4984.00M 5154.00M 4996.00M
Inventory - - -185.00M - -
Accounts payable - 2704.00M 2603.00M 2242.00M 2527.00M
Accumulated other comprehensive income -892.00M -1908.00M -1766.00M -2349.00M 3.00M
Common stock total equity - - - 3.00M 3.00M
Retained earnings total equity - - - 19531.00M 17525.00M
Treasury stock - - - - -21066.00M
Non currrent assets other 163226.00M 150136.00M 83416.00M -40849.00M -32053.00M
Non current assets total 165851.00M 106225.00M 146220.00M 40849.00M 32053.00M
Capital lease obligations - 9.00M 20.00M 30.00M 40.00M
Long term debt total 5662.00M 5262.00M - 5184.00M 4996.00M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Investments -442.00M -551.00M -9262.00M -13563.00M -2995.00M
Change to liabilities - - - 1330.00M 2078.00M
Total cashflows from investing activities -650.00M -551.00M - -13583.00M -4380.00M
Net borrowings 429.00M -292.00M - -212.00M -161.00M
Total cash from financing activities -2085.00M -5165.00M 4411.00M 8430.00M 1723.00M
Change to operating activities - - - 1611.00M 1494.00M
Net income 2556.00M 3401.00M 2556.00M 2559.00M 2760.00M
Change in cash 158.00M 869.00M -135.00M -814.00M 666.00M
Begin period cash flow 361.00M 8620.00M 8755.00M 9569.00M 8903.00M
End period cash flow 519.00M 9489.00M 8620.00M 8755.00M 9569.00M
Total cash from operating activities 2893.00M 6595.00M 4685.00M 4407.00M 3325.00M
Depreciation -93.00M -159.00M -154.00M -40.00M 98.00M
Other cashflows from investing activities -640.00M 215.00M - -13401.00M -1265.00M
Dividends paid 3025.00M 574.00M 550.00M 534.00M 511.00M
Change to inventory - - -630.00M 175.00M -370.00M
Change to account receivables - 215.00M 276.00M 44.00M 324.00M
Sale purchase of stock -2127.00M -2448.00M -2127.00M -1978.00M -2030.00M
Other cashflows from financing activities 3067.00M -1851.00M 6788.00M 11456.00M 3654.00M
Change to netincome - - - 205.00M -488.00M
Capital expenditures 162.00M 176.00M 184.00M 182.00M 120.00M
Change receivables - - - 44.00M -520.00M
Cash flows other operating - - - 309.00M -603.00M
Cash and cash equivalents changes - - - -746.00M 668.00M
Change in working capital 4854.00M 3012.00M 2039.00M 1556.00M 970.00M
Stock based compensation 206.00M 193.00M 249.00M 170.00M 152.00M
Other non cash items 67.00M 23.00M -5.00M 166.00M -568.00M
Free cash flow 2893.00M 6419.00M 4501.00M 4225.00M 3205.00M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(USD)
Price
(USD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
AMP
Ameriprise Financial Inc		 13.85
2.76%		 515.34 12.58 10.76 2.27 6.38 2.03
BLK
BlackRock Inc		 33.95
2.88%		 1212.82 26.25 19.57 6.33 2.90 6.35
BX
Blackstone Group Inc		 4.89
4.09%		 124.39 33.20 20.12 11.05 11.56 9.14
IVSBF
Investor AB ser. B		 -1.61
3.64%		 42.50 4.67 3.83 3.78 1.13 4.15
KKR
KKR & Co. Inc.		 1.46
1.51%		 97.94 32.68 13.66 3.58 3.22 0.68

Profile*

Ameriprise Financial Inc

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.

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

612-671-3131

https://www.ameriprise.com

13600

Name Title Year Born
Mr. James M. Cracchiolo Chairman & CEO 1959
Mr. Walter S. Berman Exec. VP, CFO & Chief Risk Officer 1943
Mr. William Frederick Truscott Chief Exec. Officer of Global Asset Management 1960
Mr. Joseph Edward Sweeney Pres of Advice & Wealth Management - Products and Service Delivery 1961
Mr. William Davies Exec. VP & Global Chief Investment Officer 1964
Mr. John R. Hutt Exec. VP - Fin., Controller & Principal Accounting Officer 1975
Ms. Dawn Brockman Interim Controller & Principal Accounting Officer NA
Mr. Gerard P. Smyth Exec. VP & Chief Information Officer 1962
Ms. Alicia A. Charity Sr. VP of Investor Relations NA
Ms. Heather Melloh Exec. VP & Gen. Counsel NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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