Ameriprise Financial (AMP) investor relations material

Strategic positioning and business model

• Over 130 years of client-focused operations with a differentiated value proposition and strong market presence.

• $1.8 trillion in total assets under management, administration, and advisement; 25th largest global asset manager.

• Integrated business model leverages synergies across Wealth Management, Asset Management, and Retirement & Protection Solutions.

• Strong balance sheet with $2.1B excess capital, $2.8B liquidity, and AA-rated investment portfolio.

• Consistent free cash flow generation (~90%) and conservative debt levels support ongoing investment and capital return.

Financial performance and shareholder value

• Revenue grew 10% and EPS 15% year-over-year (TTM Q2 2026 vs. TTM Q2 2025); 5-year revenue CAGR of 9% and EPS CAGR of 17%.

• $25B returned to shareholders over 10 years, representing ~90% of operating earnings; 45% reduction in share count.

• Best-in-class ROE of 55.1%, ranking in the 94th percentile among S&P 500 Financials.

• #1 in total shareholder return in the S&P 500 Financials Index since 2005 spin-off (+1,823%).

• Wealth Management pretax adjusted operating margin increased from 17.7% (2016) to 29.4% (2026).

Client and advisor experience

• 4.9/5 overall client satisfaction; recognized for “always putting my interests first.”

• 87%+ of firmwide revenue driven by advisor network; 10% annual revenue per advisor growth over 5 years.

• 9 out of 10 recruited advisors report better integrated technology than prior firms.

• Recognized by J.D. Power, Forbes, TIME, and Fortune for customer service, innovation, and brand strength.

• Industry-leading digital and technology investments, including $1B annual tech spend and 4.8/5 app rating.