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10-QPeriod: Q2 FY2023

AMERIPRISE FINANCIAL INC Quarterly Report for Q2 Ended Jun 30, 2023

Filed August 8, 2023For Securities:AMP

Summary

Ameriprise Financial, Inc. (AMP) reported solid results for the second quarter of 2023. Total revenues increased by 11% year-over-year to $3.88 billion, primarily driven by a significant 64% increase in Net Investment Income, bolstered by rising interest rates and growth in banking and certificate products. This was partially offset by a decrease in Management and Financial Advice Fees, largely due to net outflows in the Asset Management segment and market depreciation. Net income saw a substantial 45% increase to $890 million, or $8.21 per diluted share. The company also demonstrated strong capital management, repurchasing approximately $1.6 billion in common stock during the quarter and announcing an additional $3.5 billion repurchase authorization. The Advice & Wealth Management segment was a key driver of growth, with adjusted operating earnings increasing 49% year-over-year, benefiting from higher short-term interest rates and increased deposit balances.

Financial Statements
Beta
Revenue$4.01B
Operating Expenses$2.75B
Net Income$890.00M
EPS (Basic)$8.36
EPS (Diluted)$8.21
Shares Outstanding (Basic)106.40M
Shares Outstanding (Diluted)108.40M

Key Highlights

  • 1Total net revenues increased 11% to $3.88 billion, driven by higher net investment income and distribution fees.
  • 2Net income surged by 45% to $890 million, translating to diluted earnings per share of $8.21.
  • 3Net investment income rose significantly by 524% for the quarter, benefiting from rising interest rates and growth in banking and certificate products.
  • 4Advice & Wealth Management segment adjusted operating earnings increased 49% to $731 million, showcasing strong client engagement and profitability.
  • 5The company repurchased approximately $1.6 billion of common stock in Q2 2023 and announced a new $3.5 billion repurchase authorization, indicating confidence in future performance and commitment to shareholder returns.
  • 6Total AUM and AUA increased by 9% to $1.28 trillion, reflecting positive market appreciation and client inflows across key segments.
  • 7Despite a 10% decrease in Asset Management net revenues due to outflows and market conditions, the segment's adjusted operating earnings remained solid at $162 million.

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