Values as of: 2024-12-24
COMMON STOCK | Asset Management |
Last Closing
USD 511.6Change
0.00 (0.00)%Market Cap
USD 50.76BVolume
2.00Analyst Target
N/AVerdict
Verdict
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.
Company Website : https://www.ameriprise.com
Currency: EUR
Country : Germany
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| IVSD:F | INVESTOR B (FRIA) O.N. |
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| 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 | 50.47% | 87% | B+ | 88% | B+ | ||
| Dividend Return | 1.70% | 11% | F | 16% | F | ||
| Total Return | 52.17% | 82% | B | 80% | B- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 49.94% | 87% | B+ | 88% | B+ | ||
| Dividend Return | 1.70% | 10% | F | 15% | F | ||
| Total Return | 51.64% | 82% | B | 80% | B- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 238.81% | 98% | N/A | 96% | N/A | ||
| Dividend Return | 16.22% | 28% | F | 38% | F | ||
| Total Return | 255.03% | 95% | A | 84% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 35.15% | 95% | A | 91% | A- | ||
| Dividend Return | 36.07% | 94% | A | 85% | B | ||
| Total Return | 0.93% | 26% | F | 34% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 28.48% | 41% | F | 48% | F | ||
| Risk Adjusted Return | 126.68% | 100% | F | 99% | N/A | ||
| Market Capitalization | 50.76B | 97% | N/A | 96% | N/A | ||
| 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.
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.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total cash flow in the most recent four quarters.
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.
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.
The stock is trading high compared to its peers median on a price to book value basis.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
This stock has shown below median revenue growth in the previous 5 years compared to its sector
