Ameriprise Financial (AMP)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
$560.56-0.80%
Close 2026-09-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · AMP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-09-04.
The screen ranks AMP against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 67% of the time over the next year (vs 56% for the rest of the cohort, n=7680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to increase total client assets, wrap assets, and assets under management and advisement through organic growth, market appreciation, and advisor productivity.
Stated as a priority in 8 of last 8 quarters. Assets under management, administration and advisement grew from $1.5 trillion in 2024-Q3 to a record $1.8 trillion in 2026-Q2, a 14% increase. Total client assets also grew from $1.0 trillion to $1.2 trillion in the same period. Management consistently emphasized asset growth and advisor productivity, and the financials show delivering on this priority.
“Assets under management, administration and advisement grew to a record $1.8 trillion, up 14 percent.”
“Assets under management, administration and advisement grew to $1.7 trillion, up 12 percent.”
“Assets under management, administration and advisement reached a record high of $1.7 trillion, up 11 percent.”
“Assets under management, administration and advisement reached a record high of $1.7 trillion, up 8 percent.”
“Assets under management, administration and advisement reached a record high of $1.6 trillion, up 9 percent.”
“Assets under management, administration and advisement grew to $1.5 trillion.”
“Assets under management, administration, and advisement grew to $1.5 trillion, up 10 percent.”
Maintain strong capital return through dividends and share repurchases, targeting a high percentage of operating earnings returned to shareholders.
Stated as a priority in 8 of last 8 quarters. Capital returned to shareholders ranged from 81% in 2025-Q2 to 101% in 2025-Q4 of adjusted operating earnings, with $932 million returned in 2026-Q2 (91%). Management consistently emphasized strong capital return, and the financials confirm sustained delivery on this priority.
Continue initiatives to improve operational efficiency, expense discipline, and invest in growth while managing general and administrative expenses.
Stated as a priority in 8 of last 8 quarters. General and administrative expenses increased modestly from $435 million in 2025-Q2 to $463 million in 2026-Q2, reflecting volume-related expenses and investments for growth including AI. Management consistently emphasized operational efficiency initiatives, and the financials show disciplined expense management with modest increases aligned with growth investments.
Focus on growing advisor headcount and enhancing advisor productivity through industry-leading tools, solutions, and support.
Stated as a priority in 8 of last 8 quarters. Advisor headcount increased steadily with 79 added in 2026-Q2 and consistent additions in prior quarters. Adjusted operating net revenue per advisor rose from $997,000 in 2024-Q3 to $1.2 million in 2026-Q2, reflecting enhanced productivity. Management has consistently emphasized advisor recruiting and productivity, and the financials show delivering on this priority.
Over the trailing year it converted 2.00x of net income into operating cash flow. Historically, Financials names rated robust grew net income 62% of the time over the next year (vs 56% for the rest of the cohort, n=6844).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
4 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated stable grew net income 56% of the time over the next year (vs 57% for the rest of the cohort, n=2725).
Not investment advice. As of 2026-09-04.
“Assets under management and administration reached $1.5 trillion, up 22 percent.”
“Returned $932 million, or 91 percent of operating earnings, to shareholders.”
“Returned $936 million, or 88 percent of operating earnings, to shareholders.”
“Returned $1.1 billion or 101 percent of adjusted operating earnings in the quarter.”
“Returned $842 million in the quarter, which was 87 percent of adjusted operating earnings.”
“Returned $731 million of capital to shareholders in the quarter, which was 81 percent of adjusted operating earnings.”
“Returned $765 million of capital to shareholders in the quarter, approximately 81 percent of adjusted operating earnings.”
“Returned $768 million of capital to shareholders in the quarter.”
“Returned $713 million of capital to shareholders in the quarter.”
“General and administrative expenses increased $28 million, driven by volume-related expenses and investments for growth including AI transformation.”
“General and administrative expenses increased $15 million, primarily driven by volume-related expenses and investments for growth.”
“General and administrative expenses increased 13 percent driven by higher performance fee compensation and foreign exchange impact.”
“General and administrative expenses improved 3 percent reflecting benefits from strategic initiatives to drive operational transformation.”
“General and administrative expenses improved 1 percent reflecting benefits from ongoing initiatives to drive operational transformation.”
“General and administrative expenses improved 5 percent reflecting benefits from initiatives to enhance operational efficiency.”
“General and administrative expenses increased 5 percent reflecting growth investments and volume-related expenses.”
“General and administrative expenses were well managed demonstrating focus on operational efficiency and effectiveness.”
“The company added 79 experienced advisors in the quarter; adjusted operating net revenue per advisor increased 12 percent.”
“The company added 61 experienced advisors; adjusted operating net revenue per advisor increased 10 percent.”
“Experienced advisor recruiting remained strong with 91 experienced advisors moving their practices to Ameriprise.”
“Experienced advisor recruiting accelerated with 90 experienced advisors moving their practices to Ameriprise.”
“The company added 73 experienced advisors in the quarter.”
“The company added 82 experienced advisors in the quarter.”
“Advisor headcount increased to 10,427, reflecting addition of 91 experienced advisors and strong retention.”
“Advisor headcount increased to 10,368, reflecting addition of 71 experienced advisors and strong retention.”