Summary
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.
Key Highlights
- 1Ameriprise Financial, Inc. issued $300 million in 4.800% Senior Notes due 2031.
- 2Ameriprise Financial, Inc. issued $450 million in 5.350% Senior Notes due 2036.
- 3Total aggregate principal amount of notes issued is $750 million.
- 4The notes were issued on June 9, 2026.
- 5The issuance was managed by BofA Securities, Inc., Citigroup Global Markets Inc., and J.P. Morgan Securities LLC as underwriters.
- 6The offering was made pursuant to a registration statement on Form S-3.
- 7Key documents such as the underwriting agreement and forms of the notes are filed as exhibits.