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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 10.0% |
| Our one-year growth estimate | diamond | 4.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 5.4 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 35 industry peers
AMP — debt issuance
Dated 2026-06-09
Other Events. On June 9, 2026, Ameriprise Financial, Inc. (the “Company”) issued $300,000,000 aggregate principal amount of its 4.800% Senior Notes due 2031 (the “2031 Notes”) and $450,000,000 aggregate principal amount of its 5.350% Senior Notes due 2036 (the “2036 Notes” and, together with the 2031 Notes, the “Notes”). The Notes were sold pursuant to the Underwriting Agreement (the “Underwriting Agreement”) that the Company entered into on June 4, 2026 with BofA Securities, Inc., Citigroup…
Why it matters: High cash returns show strong cash flow and that management trusts the business.
Supportive ifAmeriprise will raise its quarterly dividend by at least 6% in Q2 2026.
Worry ifNo dividend increase or a decrease in the capital return percentage in Q2 2026.
Why it matters: Earnings growth shows strong client interest and good use of funds.
Supportive ifIn Q2 2026, adjusted operating earnings per diluted share rose by over 15% from last year.
Worry ifQ2 2026 adjusted operating earnings per diluted share growth is less than 5%.
Why it matters: Better client net flows show stronger client engagement and more asset growth.
Supportive ifTotal client net flows exceed $4 billion in Q3 2026.
Worry ifTotal client net flows remain below $3 billion in Q3 2026.
Why it matters: The plan to return money to investors can change how much people trust the company. It can also change the stock's value.
Supportive ifAnnouncement of a new capital return plan or increase in dividend payout in Q2 2026.
Worry ifNo increase in dividend or capital return plan announced in Q2 2026.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$101 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $265 loss on $10,000 · 2.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,087 loss on $10,000 · 20.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The new CIO will shape investment strategy at Columbia Threadneedle. This impacts performance and client trust.
Watch forA new leader will be announced before William Davies retires on June 30, 2026.
Also watch forNo successor named by the time of Davies' retirement.
Why it matters: Slower asset growth may mean clients are less engaged. This could hurt future revenues.
Worry ifTotal client assets grow less than 12% year over year in Q3.
Less concerning ifTotal client assets grow at or above 12% year over year in Q3.
Why it matters: Reaching this milestone would confirm strong asset growth and client engagement trends.
Supportive ifTotal client assets reported at or above $1.9 trillion by the end of 2026.
Worry ifTotal client assets reported below $1.8 trillion by the end of 2026.
Why it matters: Ameriprise needs to grow its assets. This helps increase its income and profits.
Supportive ifQ2 2026 earnings report shows assets under management growing by more than 10% year over year.
Worry ifAssets under management decline or grow less than 5% year over year in Q2 2026.
Why it matters: More advisors help with hiring and getting work done. This is important for Ameriprise.
Supportive ifAdvisor headcount increases by more than 75 in Q3.
Worry ifAdvisor headcount increases by less than 50 in Q3.
Why it matters: The new CIO will shape investment strategies at Columbia Threadneedle. This change can impact client confidence and investment performance.
Watch forAnnouncement of a new CIO with a strong track record in asset management.
Also watch forNo announcement of a new CIO by the end of Q3 2026.
Why it matters: Better net flows show improved client retention and investment results.
Supportive ifNet outflows in asset management drop to below $5 billion.
Worry ifNet outflows remain above $6 billion.
Why it matters: Strong net client flows show healthy demand for Ameriprise's services and can boost asset growth.
Supportive ifNet client flows in the Advice & Wealth Management segment exceed $10 billion for Q2 2026.
Worry ifNet client flows in the Advice & Wealth Management segment fall below $5 billion for Q2 2026.
Why it matters: A slowdown in earnings growth may mean weaker asset management. It may also mean less client engagement.
Worry ifQ3 adjusted operating earnings per share growth prints below 15% year over year.
Less concerning ifQ3 adjusted operating earnings per share growth exceeds 15% year over year.
Why it matters: The new CIO's vision may change how Columbia Threadneedle invests. This could affect performance.
Watch forAnnouncement of a new CIO for Columbia Threadneedle before Q3 ends.
Also watch forNo announcement of a new CIO by the end of Q3 2026.