Ameriprise Financial Inc AMP

Morningstar Rating
$494.82 +2.47 (0.50%)
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Company Report

Ameriprise Looks Reasonably Well Positioned Within Attractive US Wealth Management Space

We believe that Ameriprise Financial’s strategy is appropriate. The firm is prioritizing its wealth management business, making judicious investments in its technology platform, product assortment, and brand, and tightening its relationship with clients by investing behind Ameriprise Bank. We believe these are the key levers that the firm can pull to attract and retain financial advisors and wealth management clients in a competitive environment.

Price vs Fair Value

AMP is trading at a LOCK|WZ$sj@z premium.
Price
$494.82
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Increasing willingness for regional banks to offload technology investment and risk management to large, trusted intermediaries could drive a durable uptick in organic asset growth.

Bears

Significant equity market declines or falling interest rates would drive a substantial decline in Ameriprise's near-term earnings power and margin profile.

News

Trading Information

Previous Close Price
$492.35
Day Range
$486.82–497.44
52-Week Range
$422.37–572.56
Bid/Ask
$480.21 / $525.43
Shares Outstanding
88.33M
Market Cap
$43.71B
Volume/Avg
595,523 / 562,535

Key Statistics

Price/Earnings (Normalized)
11.50
Price/Sales
2.42
Dividend Yield (Trailing)
1.33%
Dividend Yield (Forward)
1.37%
Dividend Payment Schedule
Feb, May, Aug, Nov
Total Yield
8.77%

Company Profile

Ameriprise Financial has evolved into a diversified financial services provider that generates roughly 65% of its operating profit from advice and wealth management. With nearly $1.2 trillion in segment assets under management and advisory at year-end 2025 and roughly 10,600 affiliated and employee advisors, Ameriprise is one of the larger US-based wealth managers. It also boasts a reasonably large asset management franchise in Columbia Threadneedle, which maintained $678 billion in assets under management at year-end 2025. The firm's third segment is its retirement and protection services business, which sells insurance products to advisory clients. After eliminations, Ameriprise had $1.69 trillion in assets under management and advisory across segments at year-end 2025.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Mid Core
Total Number of Employees
13,600

Competitors

Valuation

Metric
AMP
SF
RJF
Price/Earnings (Normalized)
11.5011.8713.38
Price/Book Value
6.882.002.42
Price/Sales
2.421.972.13
Price/Cash Flow
10.497.1211.68
Price/Earnings
AMP
SF
RJF

Financial Strength

Metric
AMP
SF
RJF
Quick Ratio
———
Current Ratio
———
Interest Coverage
16.40——
Quick Ratio
No chart available

Profitability

Metric
AMP
SF
RJF
Return on Assets (Normalized)
2.16%2.31%2.67%
Return on Equity (Normalized)
64.81%18.75%19.21%
Return on Invested Capital (Normalized)
9.45%——
Return on Assets
AMP
SF
RJF

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