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Ameriprise Financial
Ameriprise Financial (AMP) investor relations material
Ameriprise Financial Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary7 Nov, 2025
Strategic positioning and business model
Over 130 years of client-focused operations with a differentiated value proposition and strong market presence, including $1.7 trillion in assets under management and administration and over 10,000 advisors in the U.S.
Diversified business mix across Wealth Management, Asset Management, and Retirement & Protection Solutions, generating multiple revenue streams and strong free cash flow.
Integrated model leverages synergies between business units, enhancing client retention and operational efficiency.
Maintains a robust balance sheet, high-quality investment portfolio, and conservative debt levels, supporting resilience in volatile markets.
Recognized as the #1 performer in total shareholder return within the S&P 500 Financials Index since its 2005 spin-off.
Financial performance and shareholder value
Achieved 7% revenue growth and 12% EPS growth year-over-year (TTM Q3 2025 vs. TTM Q3 2024), with a 9% revenue CAGR and 18% EPS CAGR over five years.
Returned $23 billion to shareholders over the past decade, representing ~90% of operating earnings, and reduced share count by 46%.
Best-in-class return on equity at 52.8%, ranking in the 95th percentile among S&P 500 Financials.
Wealth Management segment delivered a 15% CAGR in pretax adjusted operating earnings and a margin increase from 17.1% to 29.0% (2015–2025).
Consistent capital return strategy supported by strong free cash flow and excess capital.
Client and advisor experience
Delivers a highly rated client experience, with a 4.9/5 satisfaction score and recognition for putting client interests first.
Advisor network generates over 85% of firmwide revenue, supported by best-in-class technology and resources.
11% annual revenue per advisor growth and high advisor satisfaction with firm support and technology.
Ongoing technology investments (~$1B over five years) drive digital experience, efficiency, and cybersecurity.
Externally recognized by J.D. Power, Hearts & Wallets, and Forbes for customer service and company excellence.
What specific factors enabled the AWM earnings mix shift?
How does excess capital support shareholder value?
Detail RPS actions to enhance risk profile.
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Next Ameriprise Financial earnings date
Q4 202529 Jan, 2026
Ameriprise Financial
Next Ameriprise Financial earnings date
Q4 202529 Jan, 2026
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Frequently asked questions
Financial Services
Ameriprise Financial, Inc. is a diversified financial services company primarily known for its focus on retirement-related financial planning and management. Ameriprise provides a range of financial products and services, including wealth management, asset management, insurance, annuities, and estate planning. Ameriprise primarily operates through three subsidiaries: Ameriprise Financial, Columbia Management, and RiverSource. The company is headquartered in Minneapolis, Minnesota, and its shares are traded on NYSE.
Investors Syndicate
Ameriprise Financial's history dates back to 1894 when it was founded as Investors Syndicate in Minneapolis, Minnesota, with 1,000 people each investing $5. It initially focused on mutual funds, later expanding into insurance as well as other financial services, and grew steadily as the decades rolled on. American Express acquired the company in 1984 and integrated its services under the name American Express Financial Advisors. In 2005 the company underwent a significant change when it spun off from American Express, becoming an independent entity and going public. Today, the company competes with industry giants such as Morgan Stanley and Goldman Sachs.
Wealth Management
The company is primarily known for its wealth management services, which are centered around personalized financial planning. Advisors work closely with clients to understand their financial goals, risk tolerance, and investment preferences. The service includes portfolio management, where clients receive tailored investment advice and strategies. Retirement planning is a significant focus, helping clients prepare for future financial needs. Additionally, Ameriprise offers tax planning and estate planning services, ensuring that clients' financial strategies are tax-efficient and aligned with their long-term objectives, including wealth preservation and transfer.
Other Services
Beyond wealth management, Ameriprise Financial provides a diverse range of services. In asset management, the company offers mutual funds and tailored investment solutions, focusing on equities, fixed income, alternative investments, and retirement financial services. Its insurance services encompass life, disability, and long-term care insurance, and Ameriprise provides specialized services for small businesses, including retirement plans and business insurance.
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