Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
AMP 
Ameriprise Financial Inc (AMP)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/10/2025: AMP (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 25.83% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/10/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 49.33B USD | Price to earnings Ratio 17.6 | 1Y Target Price 522.3 |
Price to earnings Ratio 17.6 | 1Y Target Price 522.3 | ||
Volume (30-day avg) 454858 | Beta 1.23 | 52 Weeks Range 382.29 - 578.53 | Updated Date 06/10/2025 |
52 Weeks Range 382.29 - 578.53 | Updated Date 06/10/2025 | ||
Dividends yield (FY) 1.24% | Basic EPS (TTM) 29.43 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.56% | Operating Margin (TTM) 33.72% |
Management Effectiveness
Return on Assets (TTM) 2.22% | Return on Equity (TTM) 58.11% |
Valuation
Trailing PE 17.6 | Forward PE 14.24 | Enterprise Value 47536914654 | Price to Sales(TTM) 2.73 |
Enterprise Value 47536914654 | Price to Sales(TTM) 2.73 | ||
Enterprise Value to Revenue 2.72 | Enterprise Value to EBITDA - | Shares Outstanding 95222704 | Shares Floating 94909390 |
Shares Outstanding 95222704 | Shares Floating 94909390 | ||
Percent Insiders 0.18 | Percent Institutions 89.49 |
Analyst Ratings
Rating 3.77 | Target Price 518.18 | Buy 1 | Strong Buy 5 |
Buy 1 | Strong Buy 5 | ||
Hold 6 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Ameriprise Financial Inc
Company Overview
History and Background
Ameriprise Financial, Inc. was founded in 1894 as Investors Syndicate in Minneapolis, Minnesota. Initially focused on selling fixed-income securities, it later expanded into insurance and financial planning. In 2005, it was spun off from American Express, becoming an independent publicly traded company.
Core Business Areas
- Advice & Wealth Management: Provides personalized financial advice, investment products, and retirement solutions through a network of financial advisors.
- Asset Management: Manages investment portfolios for institutional and retail clients through Columbia Threadneedle Investments.
- Retirement & Protection Solutions: Offers annuity and insurance products to help clients protect their assets and secure their retirement income.
Leadership and Structure
Ameriprise Financial is led by CEO James Cracchiolo. The company operates with a structure divided into the business segments listed above, supported by corporate functions such as finance, technology, and risk management.
Top Products and Market Share
Key Offerings
- Market Share Data: N/A
- Personal Financial Advice: Comprehensive financial planning services, including retirement planning, investment management, estate planning, and insurance. Market share is difficult to pinpoint exactly but Ameriprise has a large network of advisors. Competitors include independent RIAs, wirehouses like Morgan Stanley and Merrill Lynch, and other broker-dealers.
- Annuities: Fixed and variable annuities that provide guaranteed income streams in retirement. The annuity market is competitive, with companies like Athene, Pacific Life, and Prudential being major players. Ameriprise does not publish its exact market share for this, or any other individual annuity product.
- Market Share Data: N/A
- Investment Management Products: Ameriprise provides different investment options and services, which include managed accounts, mutual funds, and exchange-traded funds (ETFs). The main competitors are Fidelity, Vanguard, T. Rowe Price, and BlackRock.
- Market Share Data: N/A
Market Dynamics
Industry Overview
The financial services industry is currently characterized by increased regulatory scrutiny, technological disruption, and evolving customer expectations. There is a growing demand for personalized financial advice and digital investment solutions.
Positioning
Ameriprise Financial positions itself as a provider of integrated financial advice and solutions, focusing on long-term client relationships and personalized service. Its competitive advantages include its large advisor network, established brand, and diverse product offerings.
Total Addressable Market (TAM)
The global wealth management market is estimated at trillions of dollars. Ameriprise is positioned to capture a portion of this TAM through its wealth management and asset management segments.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large and established advisor network
- Diversified product offerings
- Solid financial performance
- Strong technology platform
Weaknesses
- Exposure to market volatility
- Regulatory compliance costs
- Dependence on advisor productivity
- High expense ratio in some products
- Vulnerable to advisor attrition
Opportunities
- Growing demand for financial advice
- Expansion into new markets
- Technological innovation
- Acquisitions of smaller firms
- Increasing high-net-worth population
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Cybersecurity risks
- Changing consumer preferences
Competitors and Market Share
Key Competitors
- MS
- BAC
- SCHW
- RJF
- LPL
Competitive Landscape
Ameriprise competes with large wirehouses, independent broker-dealers, and RIAs. Its advantages include its established brand and strong advisor network. However, it faces challenges from increasing competition and regulatory changes.
Major Acquisitions
Columbia Threadneedle Investments
- Year: 2009
- Acquisition Price (USD millions):
- Strategic Rationale: Significantly expanded Ameriprise's asset management capabilities.
Growth Trajectory and Initiatives
Historical Growth: Ameriprise has experienced moderate growth in revenue and earnings over the past decade.
Future Projections: Analysts predict continued growth for Ameriprise, driven by increased demand for financial advice and the company's strategic initiatives. (Need to check analyst reports to check growth rate and growth metrics to add here)
Recent Initiatives: Recent initiatives include investments in technology, expansion of the advisor network, and new product development.
Summary
Ameriprise Financial demonstrates moderate financial strength through its diversified business model and established advisor network. Its solid financial performance and dividend history are positives, but it must navigate competitive pressures and regulatory changes. Investment in technology and expansion of its advisor network will be essential. Exposure to market volatility remains a key risk to monitor.
Similar Companies
BAC
Bank of America Corp
BAC
Bank of America Corp
BLK
BlackRock Inc
BLK
BlackRock Inc
LPL
LG Display Co Ltd
LPL
LG Display Co Ltd
MS
Morgan Stanley
MS
Morgan Stanley
RJF
Raymond James Financial Inc.
RJF
Raymond James Financial Inc.
SCHW
Charles Schwab Corp
SCHW
Charles Schwab Corp
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Financial News Articles
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary depending on the source. Financial data is based on publicly available information and may be subject to change.
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 13600 | Website https://www.ameriprise.com |
Full time employees 13600 | 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.