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AMP:NYE-Ameriprise Financial Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 499.34

Change

0.00 (0.00)%

Market Cap

USD 50.08B

Volume

0.45M

Analyst Target

USD 151.89
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Ameriprise Financial, Inc., together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients. It operates through Advice & Wealth Management, Asset Management, and Retirement & Protection Solutions segments. 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. Its 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 based in Minneapolis, Minnesota.

Company Website : https://www.ameriprise.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-09 )

Largest Industry Peers for Asset Management

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ETFs Containing AMP

BFIN:CA Brompton North American F.. 4.99 % 0.96 %

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 CAD 0.06B
5OGE:PA Ossiam Shiller Barclays C.. 4.84 % 0.00 %

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 N/A
5OGE:SW Ossiam Shiller Barclays C.. 4.84 % 0.00 %

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 USD 6.59M
5OGU:SW Ossiam Shiller Barclays C.. 4.84 % 0.00 %

N/A

 USD 0.03B
JMID Janus Henderson Mid Cap G.. 2.71 % 0.00 %

N/A

 USD 0.02B
FLCG Federated Hermes ETF Trus.. 2.42 % 0.00 %

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 USD 0.01B
FLCV Federated Hermes ETF Trus.. 2.21 % 0.00 %

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 USD 0.03B
MVS:AU VanEck Vectors Small Comp.. 2.03 % 0.00 %

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 USD 0.07B
VOE Vanguard Mid-Cap Value In.. 1.15 % 0.07 %

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 USD 17.59B
DVP Roundhill Acquirers Deep .. 0.00 % 0.48 %

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FBU:CA 0.00 % 0.84 %

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IWP iShares Russell Mid-Cap G.. 0.00 % 0.24 %

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 USD 19.16B
JHMM John Hancock Multifactor .. 0.00 % 0.44 %

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 USD 4.20B
PFI Invesco DWA Financial Mom.. 0.00 % 0.60 %

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 USD 0.08B
IMFC 0.00 % 0.11 %

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 N/A
MUMC-B:CA Manulife Multifactor U.S... 0.00 % 0.00 %

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 CAD 0.05B
RUD-U:CA RBC Quant U.S. Dividend L.. 0.00 % 0.00 %

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RUD:CA RBC Quant US Dividend Lea.. 0.00 % 0.43 %

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 CAD 0.73B
MUMC:CA Manulife Multifactor U.S... 0.00 % 0.55 %

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 CAD 0.01B
EL4C:F Deka STOXX Europe Strong .. 0.00 % 0.00 %

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RUE-U:CA 0.00 % 0.00 %

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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 -6.21% 9% A- 22% F
Dividend Return 0.28% 2% F 10% F
Total Return -5.94% 8% B- 22% F
Trailing 12 Months  
Capital Gain 21.20% 95% A 86% B+
Dividend Return 1.44% 4% F 26% F
Total Return 22.63% 93% A 85% B
Trailing 5 Years  
Capital Gain 318.63% 99% N/A 95% A
Dividend Return 20.96% 28% F 60% D-
Total Return 339.59% 99% N/A 95% A
Average Annual (5 Year Horizon)  
Capital Gain 34.69% 98% N/A 90% A-
Dividend Return 36.57% 97% N/A 89% A-
Total Return 1.88% 15% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 32.05% 20% F 32% F
Risk Adjusted Return 114.12% 99% N/A 98% N/A
Market Capitalization 50.08B 96% 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.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

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 dividend returns

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.

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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor return on assets

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

Poor capital utilization

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

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