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AMERIPRISE FINANCIAL INCAMP

Sector
Financial Services
Industry
Investment Advice
Exchange
NYSE

Stock Price $AMP

Latest filings

You are here#41 of 58 in Financials by market cap

Filing record · 2016–202610-K1210-Q328-K88

AMP filed 12 annual reports (10-K), 32 quarterly reports (10-Q) and 88 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · Oct ’17Oct ’17
  2. Material agreement8-K · Apr ’20Apr ’20
  3. Leadership change8-K · Sep ’22Sep ’22
  4. Leadership change8-K · Feb ’25Feb ’25

01—Key figures

Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025

Revenue Trend

Year-over-year comparison from 10-K annual reports

  19. $18.91B
YoY changeLargest recent move+12.3%in FY23Latest +5.5%

1 older move runs past ±20% (largest +27.1%); point at, tap or drag across the bars to read one.

Latest bar from 10-KFY2025Click a bar to open its SEC filing

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All AMP Financial Metrics47 metrics

Income Statement11

Balance Sheet18

Cash Flow13

Per Share5

02—Overview

AMERIPRISE FINANCIAL INC Financial Overview 2021–2025

Updated Jul 10, 2026

Ameriprise Financial's pretax income surged 67% to $1.144 billiona in Q1 2026, a striking jump that proves its aggressive transition toward a fee-based model is successfully shielding margins from macro volatility. The core investment thesis is clear: the company is transforming into a capital-light wealth manager, driving predictable cash flows regardless of fluctuating interest rates or equity headwinds. Demonstrating this operational consistency across multiple market cycles, annual share repurchases accelerated from $2.0 billion in FY2021 to $2.8 billion by FY2025.

The Advice & Wealth Management segment remains the primary engine for this structural transformation, reporting a 13% increase in pretax adjusted operating earnings to $3.2 billionb in FY2024. This momentum pushed overall net revenues up 7% to $18.48 billion in FY2025. Ameriprise continually redirected these yields to equity holders while maintaining strict balance sheet discipline, ending FY2025 with total equity expanding to $6.5 billion. The public market rewarded this reliable capital return strategy and operational pivot, with the stock closing at $490.34 at the end of FY2025.

Recent Developments (Q4 2025 and Q1 2026)

Ameriprise sustained top-line momentum in Q1 2026, with total net revenues increasing 11% to $4.812 billionc. The Advice & Wealth Management segment posted a 20% increase in pretax adjusted operating earnings to $951 million, while Asset Management earnings grew 13% to $273 million. The company repurchased 1.6 million shares for $784 million during the quarter and issued $750 million in senior notes in June 2026. Major leadership transitions are underway, with the retirements of the President of Advice & Wealth Management Products in April 2026 and the Global Chief Investment Officer in June 2026.

Bulls argue steady client inflows and expanding margins make the stock appear attractively priced at 13.9x earnings as of May 7, 2026. Bears warn that simultaneous key executive departures in core divisions could disrupt execution despite robust cash reserves of $8.3 billiond.

What to watch: succession announcements for the wealth management and CIO roles; deployment of the $750 millione in newly raised debt.

03—Filings

Recent SEC Filings

  1. 8-KAMERIPRISE FINANCIAL INC 8-K Report, Financial Results (Jul 23, 2026)Ameriprise Financial (AMP) reported strong second-quarter 2026 results, furnished under Item 2.02 via Exhibit 99.1. GAAP net income rose 5% to $1,113 million and GAAP diluted EPS was $11.98, up 12% from $10.73. Adjusted operating EPS grew 22% to $11.07 from $9.11, and adjusted operating earnings increased 14% to $1,028 million. Adjusted operating net revenues rose 13% to $4.9 billion, and the pretax adjusted operating margin was 27.2%. The company cited continued asset growth as the main driver, with total AUMAA reaching a record $1.8 trillion, up 14% year over year. GAAP results were helped by less favorable market impacts on derivatives and market risk benefits than in the prior-year quarter, so the GAAP EPS growth rate is somewhat flattered by the year-over-year comparison, while the adjusted figures better reflect underlying performance. Segment results were broadly positive. Advice & Wealth Management pretax adjusted operating earnings rose 16% to $939 million at a 28.9% margin, supported by 15% growth in client assets and a 12% increase in trailing-twelve-month net revenue per advisor. Client net flows slowed to $3.1 billion from $4.3 billion, with advisor departures including Comerica terminations weighing on results. Asset Management pretax adjusted operating earnings grew 23% to $274 million, with net pretax margin expanding to 42.7%, although institutional outflows of $5.1 billion persisted. Retirement & Protection Solutions earnings declined 6% to $202 million, though sales rose 20% to $1.6 billion. Capital management remained a clear strength. Ameriprise returned $932 million to shareholders, equal to 91% of operating earnings, and shares outstanding fell 6% year over year to 88.4 million. Long-term debt to capital rose to 37.5% from 33.6% a year earlier, reflecting new senior notes issued to prefund a $500 million maturity. Management reiterated a 20-22% operating effective tax rate for full-year 2026 and expects Asset Management G&A to be flat excluding performance-fee compensation.
  2. 8-KAMERIPRISE FINANCIAL INC 8-K Report, Corporate Update (Jun 9, 2026)Ameriprise Financial, Inc. has announced the successful issuance of new senior notes, totaling $750 million in aggregate principal amount. This offering includes $300 million of 4.800% Senior Notes due 2031 and $450 million of 5.350% Senior Notes due 2036. These notes were sold under an underwriting agreement with prominent financial institutions, including BofA Securities, Inc., Citigroup Global Markets Inc., and J.P. Morgan Securities LLC. This debt issuance, conducted under the company's existing Form S-3 registration statement, provides Ameriprise with additional capital. Investors should note the specific interest rates and maturity dates for each tranche of notes, which offer different yield and duration profiles. The filing includes the underwriting agreement and forms of the notes, providing transparency on the terms of this transaction.
  3. 8-KAMERIPRISE FINANCIAL INC 8-K Report, Executive Changes (May 20, 2026)Ameriprise Financial (AMP) filed a Form 8-K on May 20, 2026 disclosing two items. Under Item 5.02(b), the company announced that William Davies, Executive Vice President and Global Chief Investment Officer, will retire effective June 30, 2026. Under Item 7.01, the company furnished a Columbia Threadneedle Investments press release (Exhibit 99.1) announcing the retirement, which is a Regulation FD disclosure rather than a material financial result. The filing contains no financial statements, earnings figures, or guidance. The primary investor-relevant point is leadership continuity in the investment function of Columbia Threadneedle, the company's global asset management arm. Davies, who joined a predecessor firm in 1994 and has been global CIO since 2022, is departing. Columbia Threadneedle CEO Ted Truscott will serve as interim global CIO from July 1, 2026, until a successor is named. The press release states that the firm's senior investment leaders and asset class heads will keep their current responsibilities, and management emphasized consistency of the investment approach. For investors, this is a routine-appearing but notable executive transition at the asset management segment. The key open questions are the timing and identity of a permanent successor and whether the leadership change affects investment performance or client flows. The filing does not address those points, and the company has not disclosed any financial impact.
  4. 8-KAMERIPRISE FINANCIAL INC 8-K Report, Shareholder Vote Results (Apr 30, 2026)This 8-K filing reports on the outcomes of Ameriprise Financial, Inc.'s (AMP) 2026 annual shareholder meeting held on April 29, 2026. A significant majority of outstanding shares, approximately 86.4%, were represented, indicating strong shareholder engagement. The primary agenda items included the election of directors, ratification of the independent auditor, and an advisory vote on executive compensation. All eight director nominees were elected, and the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for 2026 was ratified. Furthermore, shareholders approved, on an advisory basis, the compensation of the company's named executive officers, demonstrating confidence in the management's remuneration strategies.
  5. 8-KAMERIPRISE FINANCIAL INC 8-K Report, Financial Results (Apr 23, 2026)Ameriprise Financial (AMP) reported first quarter 2026 results on April 23, 2026, with adjusted operating earnings per diluted share rising 19% to a record $11.26 (vs. $9.50) and GAAP EPS of $9.68 (vs. $5.83). Adjusted operating net revenues grew 11% to $4.8 billion, driven by asset growth, and pretax adjusted operating margin was 28%. Total assets under management, administration and advisement reached $1.67 trillion, up 12% year over year, while adjusted operating ROE excluding AOCI was 54.3% on a trailing twelve-month basis. The GAAP-to-adjusted gap was mainly market impacts on derivatives and market risk benefits, which hit GAAP results in the quarter but were less unfavorable than in the prior-year period. The core wealth management engine was strong. Advice & Wealth Management pretax adjusted operating earnings rose 20% to $951 million, with margin up 150 basis points to 30.0%. That figure includes a $25 million one-time benefit from the termination of the Comerica Bank relationship, so underlying core distribution earnings growth was in the mid-30% range per management. Asset Management earnings rose 13% and net outflows narrowed to $5.9 billion from $18.3 billion, though client net flows in wealth management slowed sharply to $4.2 billion from $10.3 billion, with management citing elevated advisor departures including Comerica advisors. Retirement & Protection Solutions earnings fell 12% to $190 million on higher distribution expenses tied to strong sales. Capital return remained a central theme: the company returned $936 million (88% of operating earnings) in the quarter, including $784 million of buybacks, and raised its quarterly dividend 6%. Diluted share count fell 5.5% year over year to 94.5 million, which supports per-share growth. Total equity declined to $6.2 billion from $6.5 billion at year-end, largely due to a $603 million increase in treasury stock and higher AOCI losses, and the debt-to-capital ratio rose to 33.1% from 32.0% at December 31, 2025. The filing is an earnings release furnished under Item 2.02 and is not an audited financial statement, and results remain subject to the Form 10-Q.
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04—See also

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