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Company Profile: Ameriprise Financial, Inc. (AMP)

AMP insider trades (13 months) →

$504.88 +0.11% vs. previous close · Market cap $43.83B

Momentum
5.1/10
Value
5.1/10
Growth
4.9/10
Quality
-
Multifactor
-

Market and Valuation

Price & Market

Prev Close Price:$504.31
Open:$504.81
Day's Low:$499.20
Day's High:$507.68
Bid / Ask:-
Market Cap:43.83B
Enterprise Value:38.32B

52-Week Range

52-Week Low:$422.37
52-Week High:$572.56
Current position in 52-week range
52w Low-52w High
50-Day Avg:$518.60
200-Day Avg:$492.71

Volume

Volume Today:672,537
Avg Volume (3m):543,425
Avg Volume (10d):639,900
52-Week Change:+11.57%
vs S&P 500, 52 weeks:-
Beta:1.12

Valuation Multiples

P/E (trailing):11.36

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 30, 2026. The P/E is the price divided by that EPS.

P/E (forward):9.80
PEG Ratio:1.42
Price / Book:8.59
Price / Sales (TTM):2.18
EV / Revenue:1.90
EV / EBITDA:-

Dividends

Current yield:1.35%
Annual Dividend Rate:$6.80
Dividend Trailing:$6.60
Yield Trailing:1.31%
5-Year Avg Yield:1.37%
Payout Ratio:14.86%
Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-
Fiscal Year (Next):-

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):20.14B
Gross Profit:10.99B
EBITDA:-
Net Income (TTM):4.16B
Rev Growth (YoY):+6.10%
Earnings Growth (YoY):+32.00%
Quarterly earnings growth (YoY):+23.50%

Margins

Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-

Per Share

EPS Trailing (TTM):$44.43

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 30, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$51.50
Revenue Per Share:$217.70
Cash Per Share:-
Book Value:$58.75
Last Dividend:-
Ex-Dividend Date:-
Last Split:-

Balance Sheet & Liquidity

Total cash:9.37B
Total Debt:3.91B
Net Debt (Debt - Cash):−5.46B (net cash)
Debt / Equity:76.48%
Current Ratio:2.25
Quick Ratio:1.37

Cash Flows

Operating Cash Flow:7.49B
Free Cash Flow (FCF):3.18B
FCF Yield (FCF / Market Cap):-
Enterprise Value:38.32B
EV / Revenue:1.90
EV / EBITDA:-

Profitability

ROE (Return on Equity):71.98%
ROA (Return on Assets):2.30%
P/E (trailing):11.36
P/E (forward):9.80
Price / Book:8.59
PEG Ratio:1.42
52-Week Change:+11.57%
S&P 500 change, 52 weeks:+11.37%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$44.43

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 30, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$51.50
P/E (forward):9.80
PEG Ratio:1.42

Growth and Margins

Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-

Per Share

Revenue Per Share:$217.70
Cash Per Share:-
Book Value:$58.75

Cash Flows (TTM)

Free Cash Flow:3.18B
Operating Cash Flow:7.49B
EBITDA:-
Total Revenue (TTM):20.14B
Net Income (TTM):4.16B
Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter Period Actual EPS Estimated EPS Difference Surprise % Currency

Ownership Structure

Ownership Distribution

% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:86,812,469
Float (free shares):86,436,571
Short interest (shares):2,625,061
Short % of float:-
Short Ratio (days to cover):4.09
Short interest, prior month:-
Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization Report Date % Shares No. Shares Value (USD) Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund Report Date % Shares No. Shares Value (USD) Change %

Recent Insider Trades

Executive / Insider Title Date Action Shares

Options Chain

CALLS

StrikeLastBidAskVol.O.I.IV

PUTS

StrikeLastBidAskVol.O.I.IV

Ameriprise Financial, Inc. (AMP) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type Date Official link
10-Q2026-10-30View filing ↗
8-K2026-10-29View filing ↗
N-PX2026-08-13View filing ↗
10-Q2026-08-04View filing ↗
8-K2026-07-23View filing ↗
11-K2026-06-25View filing ↗
8-K2026-06-09View filing ↗
8-K2026-05-20View filing ↗
10-Q2026-05-07View filing ↗
8-K2026-04-30View filing ↗

Company and Executive Profile

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.

General Information

Headquarters:United States
City:Minneapolis
Employees:13,600
Industry:Asset Management
Website:-

Key Executives

NameTitleAgeTotal pay
Mr. James M. Cracchiolo CPAChairman & CEO669.64M
Mr. Walter S. BermanExecutive VP, CFO & Chief Risk Officer824.06M
Mr. William F. TruscottCEO of Columbia Threadneedle, Interim Global Chief Investment Officer & CEO of Global Asset Mgmt653.96M
Mr. Gerard P. SmythExecutive VP and Head of Technology, Service & Operations63-
Ms. Dawn M. BrockmanSenior VP, Corporate Controller & Principal Accounting Officer52-
Stephanie M. RabeHead of Investor Relations--
Ms. Heather J. MellohExecutive VP & General Counsel53-
Ms. Deirdre D. Davey McGrawExecutive Vice President of Marketing, Strategy & Communications54-

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Ameriprise Financial, Inc. (AMP): Quantitative Analysis

Ameriprise Financial, Inc. (AMP) — Financial Services — Asset Management. AMP is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, AMP has returned +4.0% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.

Its strongest factor is momentum (Z 0.04, ranked 213 of 494); its weakest is growth (Z -0.07, ranked 197 of 489). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

FactorZ-ScoreRank
Momentum0.044213 of 494 ↑11
Value0.039193 of 489
Growth-0.069197 of 489

Market data

MetricValue
Price$504.88
Market Cap43.83B
P/E11.36
Revenue (last 12 months)20.14B
Price / book8.59
Book value per share$58.75
52-week range$422.37 – $572.56
Dividend yield1.35%
Beta1.12
Average volume543,425
Shares outstanding86.81M
Short interest (% of float)4.06% (as of Oct 15, 2026)

When does AMP report earnings? 6 of its last 12, before the open →

What are AMP insiders doing? 90 transactions filed with the SEC, of them 14 sells, the last one on Aug 10, 2026 →

AMP latest SEC filings

Filing dates on EDGAR, the SEC's public registry. All AMP filings on EDGAR.

Guides: How to read a Quant500 company page · What the S&P 500 is · P/E ratio explained · 10-K, 10-Q and 8-K · all guides

Frequently asked questions about Ameriprise Financial (AMP)

When does Ameriprise Financial report earnings?

Ameriprise Financial has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 6 after the close and 6 before the open (SEC filings through Oct 29, 2026). AMP earnings dates and times, quarter by quarter →

What is Ameriprise Financial's P/E ratio?

Ameriprise Financial's P/E (price over earnings per share for the last twelve months) is 11.4 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 68 Financial Services companies with a P/E is 14.2, and the S&P 500's, 23.5: Ameriprise Financial is below its sector median. Financial Services stocks, company by company →

Have Ameriprise Financial insiders bought or sold shares?

SEC Form 4 shows no open-market purchase of Ameriprise Financial shares from August 2025 through Nov 3, 2026. The latest sale was on Aug 10, 2026, by an officer, for $264k. In total, from August 2025 through Nov 3, 2026: 0 purchases and 14 sales by directors, officers and large shareholders. All AMP insider trades →

Does Ameriprise Financial pay a dividend?

Yes. Its dividend yield is 1.35% at the Nov 3, 2026 close (annual dividend of $6.80 per share). The next announced ex-dividend date is Nov 9, 2026.

What sector is Ameriprise Financial in, and which index?

Ameriprise Financial is classified in the Financial Services sector (industry: Asset Management), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 70 S&P 500 companies in that sector. Financial Services stocks →

What is behind these numbers

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Data as of Nov 3, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

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