Ameriprise Financial (AMP)
Combines a U.S. financial-advice network with global asset management, annuities and insurance.
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Combines U.S. financial planning, managed accounts, brokerage and banking with RiverSource annuities and insurance and Columbia Threadneedle’s global asset management. Fees depend heavily on client asset values and flows, while the advisor network also distributes proprietary retirement and protection products.
Provides financial planning, managed accounts, brokerage, banking and cash services through a nationwide network of employee and franchise advisors. Advice & Wealth Management is the core U.S. channel; RiverSource annuities and life and disability insurance add retirement-income and protection products distributed largely through that network.
Manages active equity, fixed-income, multi-asset and alternative strategies globally through Columbia Threadneedle Investments for retail and institutional clients. Scale comes from an integrated advisor platform and product set, while fees rise and fall with client asset values and flows. Banking, brokerage, asset management and insurance operations face separate capital, conduct and fiduciary rules, and annuity guarantees require ongoing hedging.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 21, 2026 | Raymond James | Reiterate | Rating: —Target: $582 | Target: $638 |
| Jul 13, 2026 | Piper Sandler | Reiterate | Rating: —Target: $471 | Target: $518 |
| Jul 10, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $467 | Target: $489 |
| Jul 10, 2026 | Jefferies | Reiterate | Rating: —Target: $350 | Target: $645 |
| May 4, 2026 | Piper Sandler | Reiterate | Rating: —Target: $530 | Target: $471 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $10.25B · Total debt $6.53B · Total assets $197.87B · Shareholders' equity $6.37B
- Revenue
- $5.01B
- Operating income
- $1.53B
- Net income
- $1.11B
HistoryDividendAnnual yield
| Institutions | 89.76% | 79.29M shares | |
|---|---|---|---|
| 1,412 holders · as of Jun 30, 2026 | |||
| Insiders | 0.22% | 193.9K shares | |
| 15 holders · as of Aug 12, 2026 | |||
| Other | 10.02% | 8.85M shares | |
| remainder | |||
88.33M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.98% | 7.94M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.68% | 5.90M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.86% | 5.18M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.29% | 4.67M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 3.12% | 2.76M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 10, 2026 | Dawn M. Brockman | officer: SVP AND CONTROLLER | −472 | $558.93 |
| Aug 6, 2026 | Deirdre Davey McGraw | officer: EVP Mktg, Strat. & Comms. | −2,400 | $558.28 |
| Jul 28, 2026 | Walter Stanley Berman | officer: EXECUTIVE VP AND CFO | −11,012 | $548.95 |
| Jul 28, 2026 | James M. Cracchiolo | director, officer: CHAIRMAN AND CEO | −18,020 | $545.43 |
| Jul 28, 2026 | William Jerryl Williams | officer: Pres, Wealth Mgmt Advisor Grp | −8,210 | $539.35 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ameriprise Financial | $510.75 | −0.32% | $46.06B | 12.4 | 10.4 | 2.3 | +14.6% |
| LPL Financial | $309.84 | +0.76% | $24.59B | 24.5 | 11.5 | 1.3 | +35.2% |
| Morgan Stanley | $199.89 | −0.14% | $315.79B | 16.3 | 15.1 | 2.5 | +36.8% |
| Raymond James Financial | $158.83 | −0.35% | $30.62B | 13.9 | 11.5 | 1.8 | +3.8% |
| Charles Schwab | $100.83 | +0.47% | $174.52B | 18.2 | 13.9 | 5.8 | +20.9% |
| T. Rowe Price | $104.58 | +0.39% | $22.32B | 10.4 | 10.2 | 2.9 | +10.7% |
| Franklin Templeton | $33.00 | −0.41% | $17.22B | 22.1 | 10.7 | 1.8 | −12.0% |
| Invesco | $30.80 | −0.16% | $13.68B | — | 10.1 | 2.0 | +20.3% |
| Median | 17.3 | 11.5 | 2.0 | +20.3% |