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Ameriprise Financial, Inc.

  • Market Cap: Large Cap
  • Industry: Capital Markets
  • ISIN: US03076C1062
USD
474.11
4 (0.85%)

Dec 04

NYS

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  • Price Points
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  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

470.75478.29

52 Week

396.14582.05
Valuation
Technical
Day's Volume

CASH

533.34 k

Shareholding (Mar 2025)

FII

20.21%

Held by 401 FIIs

DII

44.63%

Held by 47 DIIs

Promoter

0.01%

How big is Ameriprise Financial, Inc.?

22-Jun-2025

As of Jun 18, Ameriprise Financial, Inc. has a market capitalization of $160.72 billion, with recent net sales of $18.13 billion and a net profit of $2.99 billion.

Market Cap: As of Jun 18, Ameriprise Financial, Inc. has a market capitalization of 160,724.14 million, classifying it as a Large Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, Ameriprise Financial, Inc. reported net sales of 18,133.00 million and a net profit of 2,994.00 million.<BR><BR>Balance Sheet Snapshot: As of Dec 24, the company reported shareholder's funds of 5,228.00 million and total assets amounting to 181,403.00 million.

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What does Ameriprise Financial, Inc. do?

22-Jun-2025

Ameriprise Financial, Inc. is a financial services company providing solutions to individual and institutional clients, with a market capitalization of approximately $160.7 billion. As of March 2025, it reported net sales of $4.48 billion and a net profit of $583 million.

Overview:<BR>Ameriprise Financial, Inc. is a financial services company that offers financial solutions to individual and institutional clients, operating in the Capital Markets industry with a large-cap market capitalization.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 4,483 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 583 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 160,724.14 Million (Large Cap)<BR><BR>Key Metrics:<BR>P/E: 55.00 <BR>Dividend Yield: 38.57% <BR>Debt Equity: -999,999.00 <BR>Return on Equity: 55.32% <BR>Price to Book: 29.62 <BR><BR>Contact Details:<BR>Address: 1099 Ameriprise Financial Ctr, MINNEAPOLIS MN: 55474-0010 <BR>Tel: ['1 612 6718001', '1 612 6712080'] <BR>Fax: 1 302 6555049 <BR>Website: https://www.ameriprise.com

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Who are in the management team of Ameriprise Financial, Inc.?

22-Jun-2025

As of March 2022, the management team of Ameriprise Financial, Inc. includes Chairman and CEO James Cracchiolo, Independent Presiding Director Robert Sharpe, and Independent Directors Dianne Blixt, Amy DiGeso, Lon Greenberg, and Jeffrey Noddle, who oversee the company's strategic direction and governance.

As of March 2022, the management team of Ameriprise Financial, Inc. includes the following individuals:<BR><BR>- Mr. James Cracchiolo, who serves as the Chairman of the Board and Chief Executive Officer.<BR>- Mr. Robert Sharpe, who is the Independent Presiding Director.<BR>- Ms. Dianne Blixt, an Independent Director.<BR>- Ms. Amy DiGeso, an Independent Director.<BR>- Mr. Lon Greenberg, an Independent Director.<BR>- Mr. Jeffrey Noddle, an Independent Director.<BR><BR>This team is responsible for guiding the strategic direction and governance of the company.

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Is Ameriprise Financial, Inc. technically bullish or bearish?

20-Sep-2025

As of September 12, 2025, Ameriprise Financial, Inc. is in a bearish trend, underperforming the S&P 500 with year-to-date returns of -7.71% compared to 12.22% for the index.

As of 12 September 2025, the technical trend for Ameriprise Financial, Inc. has changed from sideways to bearish. The current stance is bearish with a mild strength indicated by the weekly MACD and moving averages. The weekly MACD is bearish, and the daily moving averages also confirm a bearish trend. The KST and Dow Theory both show a mildly bearish outlook on a weekly basis. <BR><BR>In terms of returns, Ameriprise has underperformed the S&P 500 across multiple periods, with a year-to-date return of -7.71% compared to the S&P 500's 12.22%, and a 1-year return of 8.88% versus the S&P 500's 17.14%.

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Is Ameriprise Financial, Inc. overvalued or undervalued?

05-Nov-2025

As of October 31, 2025, Ameriprise Financial, Inc. is considered overvalued with a valuation grade of "attractive," highlighted by a high P/E ratio of 55 and underperformance compared to the S&P 500, raising concerns about its growth potential despite a strong ROE of 55.32%.

As of 31 October 2025, the valuation grade for Ameriprise Financial, Inc. has moved from very attractive to attractive, indicating a shift towards a more cautious outlook. The company appears to be overvalued based on its current metrics, particularly with a P/E ratio of 55, a price to book value of 30.32, and an EV to EBITDA of 38.44. In comparison, State Street Corp. has a P/E of 16.53, and LPL Financial Holdings, Inc. has a P/E of 34.83, suggesting that Ameriprise is trading at a significant premium relative to its peers.<BR><BR>Despite its strong ROE of 55.32%, the high valuation ratios raise concerns about sustainability and growth potential. Over the past year, Ameriprise has underperformed the S&P 500, with a return of -10.88% compared to the index's 19.89%, further reinforcing the notion that the stock may be overvalued in the current market environment.

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iScoreScore
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Strong Sell
Sell
Hold
Buy
Strong Buy

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Dashboard
1

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 46.89%

 
2

Positive results in Jun 25

3

With ROE of 55.32%, it has a expensive valuation with a 30.32 Price to Book Value

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 155,720 Million (Large Cap)

stock-summary
P/E

55.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

40.60%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

53.16%

stock-summary
Price to Book

25.60

Revenue and Profits:
Net Sales:
4,494 Million
(Quarterly Results - Jun 2025)
Net Profit:
1,060 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-7.38%
0%
-7.38%
6 Months
-6.58%
0%
-6.58%
1 Year
-15.55%
0%
-15.55%
2 Years
34.03%
0%
34.03%
3 Years
43.59%
0%
43.59%
4 Years
63.37%
0%
63.37%
5 Years
141.55%
0%
141.55%

Ameriprise Financial, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News

Is Ameriprise Financial, Inc. overvalued or undervalued?

As of 31 October 2025, the valuation grade for Ameriprise Financial, Inc. has moved from very attractive to attractive, indicating a shift towards a more cautious outlook. The company appears to be overvalued based on its current metrics, particularly with a P/E ratio of 55, a price to book value of 30.32, and an EV to EBITDA of 38.44. In comparison, State Street Corp. has a P/E of 16.53, and LPL Financial Holdings, Inc. has a P/E of 34.83, suggesting that Ameriprise is trading at a significant premium relative to its peers. Despite its strong ROE of 55.32%, the high valuation ratios raise concerns about sustainability and growth potential. Over the past year, Ameriprise has underperformed the S&P 500, with a return of -10.88% compared to the index's 19.89%, further reinforcing the notion that the stock may be overvalued in the current market environment....

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Is Ameriprise Financial, Inc. overvalued or undervalued?

As of 31 October 2025, the valuation grade for Ameriprise Financial, Inc. moved from very attractive to attractive. The company appears to be overvalued based on its current valuation metrics. The P/E ratio stands at 55, significantly higher than the peer average of 48.17, while the EV to EBITDA ratio is 38.44, which also exceeds the industry average. Additionally, the Price to Book Value is at 30.32, indicating a premium over its book value compared to peers like The Charles Schwab Corp., which has a P/E of 25.67 and an EV to EBITDA of 9.95. In terms of performance, Ameriprise has underperformed relative to the S&P 500 over the past year, with a return of -10.80% compared to the index's 19.89%. This trend is further emphasized by its year-to-date return of -15.03% against the S&P 500's 16.30%. Given these valuation ratios and the recent stock performance, Ameriprise Financial, Inc. seems to be trading at ...

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Is Ameriprise Financial, Inc. overvalued or undervalued?

As of 31 October 2025, the valuation grade for Ameriprise Financial, Inc. has moved from very attractive to attractive, indicating a shift in perceived value. The company appears to be overvalued based on its current metrics, with a P/E ratio of 55, a Price to Book Value of 30.32, and an EV to EBITDA of 38.44. In comparison, peers such as Morgan Stanley have a P/E of 18.52, while The Charles Schwab Corp. boasts a more favorable P/E of 25.67, highlighting the relative overvaluation of Ameriprise. Despite the attractive dividend yield of 37.68% and a strong ROE of 55.32%, the high valuation ratios suggest that the stock may not be justified at its current price of 452.77. Recent performance shows that Ameriprise has underperformed against the S&P 500, with a year-to-date return of -14.96% compared to the index's 16.30%, further reinforcing the notion of overvaluation in the current market context....

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Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
8.07%
EBIT Growth (5y)
6.40%
EBIT to Interest (avg)
12.00
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
19.84%
Dividend Payout Ratio
17.52%
Pledged Shares
0
Institutional Holding
86.22%
ROCE (avg)
0
ROE (avg)
46.89%
Valuation key factors
Factor
Value
P/E Ratio
55
Industry P/E
Price to Book Value
30.32
EV to EBIT
38.44
EV to EBITDA
38.44
EV to Capital Employed
-61.43
EV to Sales
8.63
PEG Ratio
NA
Dividend Yield
37.68%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
55.32%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
No Trend
No Trend
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 166 Schemes (35.08%)

Foreign Institutions

Held by 401 Foreign Institutions (20.21%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is 2.07% vs 9.97% in Jun 2024",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is 27.86% vs -6.85% in Jun 2024",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Jun'24",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "4,494.00",
          "val2": "4,403.00",
          "chgp": "2.07%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "1,433.00",
          "val2": "1,134.00",
          "chgp": "26.37%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "82.00",
          "val2": "83.00",
          "chgp": "-1.20%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "1,060.00",
          "val2": "829.00",
          "chgp": "27.86%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "318.90%",
          "val2": "257.60%",
          "chgp": "6.13%",
          "chgp_class": "positive"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is 11.55% vs 12.47% in Dec 2023",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 33.06% vs -18.83% in Dec 2023",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "17,982.00",
          "val2": "16,120.00",
          "chgp": "11.55%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "4,805.00",
          "val2": "3,761.00",
          "chgp": "27.76%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "330.00",
          "val2": "324.00",
          "chgp": "1.85%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-10.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "3,401.00",
          "val2": "2,556.00",
          "chgp": "33.06%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "256.20%",
          "val2": "220.70%",
          "chgp": "3.55%",
          "chgp_class": "positive"
        }
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    }
  }
]
Quarterly Results Snapshot (Consolidated) - Jun'25 - YoYstock-summary
Jun'25
Jun'24
Change(%)
Net Sales
4,494.00
4,403.00
2.07%
Operating Profit (PBDIT) excl Other Income
1,433.00
1,134.00
26.37%
Interest
82.00
83.00
-1.20%
Exceptional Items
0.00
0.00
Consolidate Net Profit
1,060.00
829.00
27.86%
Operating Profit Margin (Excl OI)
318.90%
257.60%
6.13%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in quarter ended Jun 2025 is 2.07% vs 9.97% in Jun 2024

Direction Arrows
Consolidated Net Profit

YoY Growth in quarter ended Jun 2025 is 27.86% vs -6.85% in Jun 2024

All Quarterly Resultsstock-summary
Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
17,982.00
16,120.00
11.55%
Operating Profit (PBDIT) excl Other Income
4,805.00
3,761.00
27.76%
Interest
330.00
324.00
1.85%
Exceptional Items
-10.00
0.00
Consolidate Net Profit
3,401.00
2,556.00
33.06%
Operating Profit Margin (Excl OI)
256.20%
220.70%
3.55%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 11.55% vs 12.47% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 33.06% vs -18.83% in Dec 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About Ameriprise Financial, Inc. stock-summary
stock-summary
Ameriprise Financial, Inc.
Capital Markets
Ameriprise Financial, Inc. is a financial services company that offers financial solutions to individual and institutional clients. The Company operates in five segments: Advice & Wealth Management; Asset Management; Annuities; Protection, and Corporate & Other. The Company uses Ameriprise Financial as its enterprise brand, as well as the name of its advisor network and certain of its retail products and services. The retail products and services that use the Ameriprise Financial brand include those that it provides through its advisors (financial planning, investment advisory accounts and retail brokerage services) and products and services that the Company markets directly to consumers or through affinity groups (personal auto and home insurance). The Company uses its RiverSource brand for its annuity and protection products issued by the RiverSource Life companies, including its life and disability income insurance products.
Company Coordinates stock-summary
Company Details
1099 Ameriprise Financial Ctr , MINNEAPOLIS MN : 55474-0010
stock-summary
Tel: 1 612 67180011 612 6712080
stock-summary
https://www.ameriprise.com
stock-summary
Registrar Details
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