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Upturn AI SWOT - About
AMP 
Ameriprise Financial Inc (AMP)
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Upturn Advisory Summary
11/13/2025: AMP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $533.18
1 Year Target Price $533.18
| 5 | Strong Buy |
| 1 | Buy |
| 6 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 27.21% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 43.72B USD | Price to earnings Ratio 12.94 | 1Y Target Price 533.18 |
Price to earnings Ratio 12.94 | 1Y Target Price 533.18 | ||
Volume (30-day avg) 13 | Beta 1.26 | 52 Weeks Range 392.21 - 574.69 | Updated Date 11/13/2025 |
52 Weeks Range 392.21 - 574.69 | Updated Date 11/13/2025 | ||
Dividends yield (FY) 1.32% | Basic EPS (TTM) 36.37 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-10-30 | When Before Market | Estimate 9.76 | Actual 9.87 |
Profitability
Profit Margin 19.59% | Operating Margin (TTM) 37.3% |
Management Effectiveness
Return on Assets (TTM) 2.22% | Return on Equity (TTM) 59.59% |
Valuation
Trailing PE 12.94 | Forward PE 11.35 | Enterprise Value 39318582202 | Price to Sales(TTM) 2.36 |
Enterprise Value 39318582202 | Price to Sales(TTM) 2.36 | ||
Enterprise Value to Revenue 2.18 | Enterprise Value to EBITDA - | Shares Outstanding 92905713 | Shares Floating 92541523 |
Shares Outstanding 92905713 | Shares Floating 92541523 | ||
Percent Insiders 0.19 | Percent Institutions 87.26 |
Upturn AI SWOT
Ameriprise Financial Inc
Company Overview
History and Background
Ameriprise Financial, Inc. traces its origins back to Investors Syndicate, founded in 1894. It was later known as IDS Financial Services. In 2005, it became an independent, publicly traded company under the name Ameriprise Financial after being spun off from American Express.
Core Business Areas
- Advice & Wealth Management: Provides financial planning services, investment advice, and products to individual clients through a network of financial advisors.
- Asset Management: Manages assets for individual and institutional clients through Columbia Threadneedle Investments, offering a wide range of investment strategies and products.
- Retirement & Protection Solutions: Offers annuity and insurance products to help clients plan for retirement and protect against financial risks.
Leadership and Structure
Ameriprise Financial Inc. is led by James Cracchiolo (Chairman and CEO). The company has a board of directors and operates through various business segments, each with its own management team.
Top Products and Market Share
Key Offerings
- Financial Planning: Comprehensive financial planning services, including retirement planning, investment management, and estate planning. Market share is difficult to pinpoint exactly but it competes with large brokerages and independent advisory firms. Competitors include Fidelity, Schwab, and large bank wealth management divisions. Revenue is generated through advisor fees and commissions.
- Annuities: Fixed, variable, and indexed annuities for retirement income. Market share varies by annuity type. Competitors include Prudential, Lincoln Financial, and Athene. Revenue is generated through premiums and fees.
- Mutual Funds (Columbia Threadneedle): A wide array of mutual funds across various asset classes. Columbia Threadneedle Investments manages assets for individual and institutional investors globally. Competitors include BlackRock, Vanguard, and Fidelity. Revenue is generated from asset management fees.
Market Dynamics
Industry Overview
The financial services industry is characterized by increasing regulatory scrutiny, technological disruption, fee compression, and growing demand for personalized financial advice. The industry is competitive with many small and large players.
Positioning
Ameriprise Financial Inc. is positioned as a leading provider of financial planning and wealth management services, focusing on providing personalized advice through its advisor network. Its advantage is its large advisor base and strong brand recognition.
Total Addressable Market (TAM)
The total addressable market for wealth management in the US is estimated to be in the trillions of dollars. Ameriprise is well-positioned to capture a share of this market through its advisor network and comprehensive suite of products and services.
Upturn SWOT Analysis
Strengths
- Large advisor network
- Strong brand recognition
- Diversified product offerings
- Solid financial performance
- Focus on financial planning
Weaknesses
- Exposure to market fluctuations
- Advisor compensation structure can create conflicts of interest
- High reliance on advisor productivity
- Competition from lower-cost robo-advisors
- Sensitivity to regulatory changes
Opportunities
- Growing demand for financial advice
- Expansion into new markets
- Technological innovation
- Acquisitions of smaller firms
- Increased focus on retirement planning
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Cybersecurity risks
- Changing consumer preferences
Competitors and Market Share
Key Competitors
- SCHW
- MS
- UBS
- RJF
Competitive Landscape
Ameriprise Financial Inc. competes with a range of financial services companies, including large brokerage firms, asset managers, and insurance companies. Its advantages include its large advisor network, strong brand recognition, and diversified product offerings. Its disadvantages include its exposure to market fluctuations and advisor compensation structure.
Major Acquisitions
Columbia Wanger Asset Management, L.P.
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: To expand its presence in the asset management space and enhance its investment capabilities.
Growth Trajectory and Initiatives
Historical Growth: Ameriprise Financial Inc's growth has been driven by its advisor network, asset management capabilities, and strategic acquisitions. It has also benefited from the growing demand for financial advice and retirement planning services.
Future Projections: Analyst estimates project continued growth for Ameriprise Financial Inc, driven by its strong market position, diversified product offerings, and focus on financial planning. Growth rate estimations will vary.
Recent Initiatives: Recent initiatives include investments in technology, expansion of its advisor network, and strategic acquisitions to expand its product offerings and market reach.
Summary
Ameriprise Financial Inc. exhibits strength through its established advisor network and diverse services, but faces challenges from market volatility and increasing competition. The company's focus on financial planning and strategic acquisitions are positive, however, Ameriprise should focus on managing costs and adapting to the preferences of new and existing clients. While the company is financially stable, external factors remain a threat. Solid positioning overall.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor presentations
- Analyst reports
- Press releases
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share estimates are approximate and based on publicly available data. Financial data needs to be updated with most recent figures.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ameriprise Financial Inc
Exchange NYSE | Headquaters Minneapolis, MN, United States | ||
IPO Launch date 2005-10-03 | Chairman & CEO Mr. James M. Cracchiolo CPA | ||
Sector Financial Services | Industry Asset Management | Full time employees 10000 | Website https://www.ameriprise.com |
Full time employees 10000 | Website https://www.ameriprise.com | ||
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.
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