ducovest

AMP:NYE-Ameriprise Financial Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 514.04

Change

-2.27 (-0.44)%

Market Cap

USD 50.19B

Volume

0.38M

Analyst Target

USD 151.89
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Ameriprise Financial, Inc., together with its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice; brokerage products and services for retail and institutional clients; discretionary and non-discretionary investment advisory accounts; mutual funds; insurance and annuities products; cash management and banking products; and face-amount certificates. The Asset Management segment offers investment management, advice, and products to retail, high net worth, and institutional clients through third-party financial institutions, advisor networks, direct retail, and its institutional sales force under the Columbia Threadneedle Investments brand name. This segment products include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property and infrastructure funds. The Retirement & Protection Solutions segment provides variable annuity products, as well as life and disability income insurance products to retail clients. The company was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. Ameriprise Financial, Inc. was founded in 1894 and is headquartered in Minneapolis, Minnesota. Address: 1099 Ameriprise Financial Center, Minneapolis, MN, United States, 55474

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BX Blackstone Group Inc

+1.73 (+1.02%)

 USD 205.32B
BLK BlackRock Inc

-3.30 (-0.34%)

 USD 145.64B
KKR KKR & Co LP

+0.85 (+0.61%)

 USD 127.74B
APO Apollo Global Management LLC C..

-0.16 (-0.11%)

 USD 83.16B
BN Brookfield Corp

+0.39 (+0.73%)

 USD 81.08B
ARES Ares Management LP

-1.40 (-0.82%)

 USD 53.88B
OWL Blue Owl Capital Inc

-0.17 (-0.73%)

 USD 33.89B
RJF Raymond James Financial Inc.

+0.03 (+0.02%)

 USD 28.05B
BAM Brookfield Asset Management In..

+0.26 (+0.49%)

 USD 22.53B
STT-PG State Street Corporation

-0.02 (-0.08%)

 USD 19.13B

ETFs Containing AMP

SHRY First Trust Bloomberg Sha.. 4.69 % 0.00 %

-0.02 (0.11%)

 USD 0.02B
RUD-U:CA RBC Quant U.S. Dividend L.. 2.92 % 0.00 %

-0.11 (0.11%)

 N/A
RUD:CA RBC Quant US Dividend Lea.. 2.92 % 0.43 %

-0.08 (0.11%)

 CAD 0.64B
FLCG Federated Hermes ETF Trus.. 2.77 % 0.00 %

-0.14 (0.11%)

 USD 4.50M
NSCR Nuveen Sustainable Core E.. 2.73 % 0.00 %

-0.10 (0.11%)

 USD 6.05M
FLCV Federated Hermes ETF Trus.. 2.48 % 0.00 %

+0.03 (+0.11%)

 USD 3.69M
FCSG:LSE FIRST TRUST GLOBAL FUNDS .. 2.17 % 0.00 %

-7.00 (0.11%)

 USD 0.03B
FLCC Federated Hermes ETF Trus.. 1.99 % 0.00 %

-0.05 (0.11%)

 USD 3.29M
IWP iShares Russell Mid-Cap G.. 1.59 % 0.24 %

-0.84 (0.11%)

 USD 15.96B
SPLV Invesco S&P 500® Low Vol.. 1.17 % 0.25 %

+0.13 (+0.11%)

 USD 7.49B
CHGX Change Finance Diversifie.. 1.10 % 0.64 %

-0.20 (0.11%)

 USD 0.13B
VOE Vanguard Mid-Cap Value In.. 1.02 % 0.07 %

+0.19 (+0.11%)

 USD 17.96B
JHMM John Hancock Multifactor .. 0.55 % 0.44 %

-0.04 (0.11%)

 USD 4.01B
MUMC:CA Manulife Multifactor U.S... 0.49 % 0.55 %

-0.09 (0.11%)

 CAD 8.92M
MUMC-B:CA Manulife Multifactor U.S... 0.48 % 0.00 %

-0.02 (0.11%)

 CAD 0.05B
DVP Roundhill Acquirers Deep .. 0.00 % 0.48 %

N/A

 N/A
FBU:CA 0.00 % 0.84 %

N/A

 N/A
FTCS First Trust Capital Stren.. 0.00 % 0.60 %

+0.21 (+0.11%)

 USD 9.16B
IMFC 0.00 % 0.11 %

N/A

 N/A
LSAF LeaderSharesTM AlphaFacto.. 0.00 % 0.75 %

+0.03 (+0.11%)

 USD 0.16B
BFIN:CA Brompton North American F.. 0.00 % 0.96 %

+0.04 (+0.11%)

 CAD 0.06B
EL4C:F Deka STOXX Europe Strong .. 0.00 % 0.00 %

N/A

 N/A
RUE-U:CA 0.00 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 35.33% 93% A 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 35.33% 94% A 87% B+
Trailing 12 Months  
Capital Gain 61.89% 93% A 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 61.89% 94% A 87% B+
Trailing 5 Years  
Capital Gain 236.22% 97% N/A 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 236.22% 97% N/A 92% A
Average Annual (5 Year Horizon)  
Capital Gain 32.55% 97% N/A 89% A-
Dividend Return 34.59% 97% N/A 89% A-
Total Return 2.05% 11% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 32.26% 17% F 32% F
Risk Adjusted Return 107.22% 100% F 98% N/A
Market Capitalization 50.19B 97% N/A 96% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector