Loading…
US financial planning and asset management firm serving retail clients through an advisor network.
US financial planning and asset management firm serving retail clients through an advisor network.
Earns fees: its advisors collect a share of client assets and commissions, and Ameriprise takes a cut of both, plus management fees on Columbia Threadneedle funds and interest on its bank. Because fees often track asset values, they follow markets. Spun off from American Express in 2005, it bought Columbia Management from Bank of America in 2010.
Moat: narrow (switching costs, brand, distribution). Long-term advisor and client relationships built around financial planning create sticky, recurring revenue.
Headquarters: Minneapolis, Minnesota, US · Founded: 1894 · Employees: 13,600
Size Ameriprise Financial (AMP) is a United States Financials company (Investment Managers) with a market value of $43.5B, the 284th largest of 3,117 United States companies the cockpit tracks. Shares closed at $501.49 on 6 Nov 2026.
Performance Over six months the shares gained 7.7%, against +5.0% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 8.6% over the last twelve months (peer median +8.5%); the operating margin is 28.0% (peer median 26.1%).
Valuation It trades at 10.0× forward earnings against a peer median of 11.7× (5th cheapest of 21).
Credit Ameriprise Financial has 6 bonds outstanding ($3.35B), rated A- by the agencies and trading like A- at a weighted spread of 73 bp.
Short interest Short interest is 3.0% of the free float (15 Oct 2026).
Next results Next results expected around 27 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $20.1B | $18.9B | $17.9B | $16.1B | $14.3B |
| Revenue growth | — | +5% | +11% | +12% | — |
| Gross profit | $10.4B | $9.75B | $9.30B | $8.53B | $7.88B |
| EBITDA | $5.59B | $5.04B | $4.80B | $3.76B | $4.32B |
| Net income | $4.16B | $3.56B | $3.40B | $2.56B | $3.15B |
| Free cash flow | $7.47B | $8.46B | $8.07B | $5.91B | $4.35B |
| Capital expenditure | $152M | $162M | $176M | $184M | $182M |
| Total debt | $5.99B | $6.14B | $5.79B | $6.08B | $5.70B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Ameriprise Financial AMP | $43.5B | +8% | +9% | 28% | 10.0× | n/a |
| LPL Financial LPLA | $23.0B | -3% | +31% | 13% | 10.5× | n/a |
| Raymond James Financial RJF | $31.3B | +6% | +10% | 21% | 11.4× | n/a |
| Charles Schwab SCHW | $158B | +3% | +12% | 52% | 12.2× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | AMP | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.5% | +3.4% | 6th lowest of 21 |
| 6-month return | +7.7% | +5.0% | 8th highest of 21 |
| Distance from 52-week high | -12.4% | -14.7% | 9th highest of 21 |
| Revenue growth (TTM) | +8.6% | +8.5% | 11th highest of 21 |
| Operating margin | 28.0% | 26.1% | 10th highest of 21 |
| Forward P/E | 10.0× | 11.7× | 5th cheapest of 21 |
| Bond spread | 73 bp | 101 bp | 2nd tightest of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ameriprise Financial AMP | United States | $43.5B | +8% | +9% | 28% | 10.0× | n/a | n/a |
| Guotai Haitong Securities 601211.SS | China | $40.4B | +2% | +3% | 44% | 8.9× | n/a | n/a |
| Eqt EQT.ST | Sweden | $39.2B | +1% | -18% | 59% | 22.6× | n/a | n/a |
| Northern Trust NTRS | United States | $31.3B | +8% | +7% | 24% | 13.7× | n/a | n/a |
| Raymond James Financial RJF | United States | $31.3B | +6% | +10% | 21% | 11.4× | n/a | n/a |
| Ares Management ARES | United States | $30.0B | +7% | +7% | 27% | 20.5× | n/a | n/a |
| Apollo Global Management APO | United States | $68.9B | -12% | +11% | 11% | 11.5× | n/a | n/a |
| Nomura 8604.T | Japan | $26.5B | +15% | +12% | 12% | 9.0× | n/a | n/a |
| Principal Financial PFG | United States | $23.6B | +10% | +5% | 15% | 11.3× | n/a | n/a |
| CSC Financial 6066.HK | Hong Kong | $23.5B | -15% | +3% | 49% | 5.5× | n/a | n/a |
| T. Rowe Price TROW | United States | $23.1B | +4% | +7% | 36% | 10.8× | n/a | n/a |
| KKR & KKR | United States | $86.6B | -6% | +32% | 23% | 11.4× | n/a | n/a |
| Brookfield Asset Management BAM | United States | $86.7B | +6% | +120% | 62% | 26.6× | n/a | n/a |
| Amundi AMUN.PA | France | $21.7B | +9% | +1% | 23% | 11.9× | n/a | n/a |
| Partners PGHN.SW | Switzerland | $21.3B | -24% | +9% | 56% | 16.7× | n/a | n/a |
| Pershing Square PS | United States | $20.6B | +24% | +67% | 37% | 84.9× | n/a | n/a |
| China Merchants Securities 6099.HK | Hong Kong | $20.2B | -10% | +98% | 34% | 4.5× | n/a | n/a |
| Brookfield BN.TO | Canada | $102B | -8% | +1% | 25% | 13.5× | n/a | n/a |
| TPG TPG | United States | $17.9B | +4% | +21% | 17% | 13.8× | n/a | n/a |
| Franklin Resources BEN | United States | $17.1B | +10% | +8% | 15% | 10.6× | n/a | n/a |
| CVC Capital Partners CVC.AS | Netherlands | $16.9B | +10% | +14% | 57% | 18.1× | n/a | n/a |
Ameriprise Financial has 6 bonds outstanding with $3.35B face value. The agencies rate it A-; its bonds trade like A-. Weighted yield 5.40%, a spread of 73 bp over government bonds.