Ameriprise Financial has evolved into a diversified financial services provider that generates roughly 65% of its operating income from advice and wealth management. With nearly $1.2 trillion in segment assets under management and advisory at year-end 2025, and with roughly 10,600 affiliated and employee advisors, Ameriprise is one of the larger US-based wealth managers. It also boasts a reasonably large asset management franchise in Columbia Threadneedle, which boasted $678 billion in assets under management at year-end 2025. The firm's third key segment is its retirement and protection services business, which sells insurance products to the firm's advisory clients. After eliminations, Ameriprise had $1.69 trillion in assets under management and advisory across segments at year-end 2025.
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The chart shows the growth of an initial investment of $10,000 in Ameriprise Financial, Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Ameriprise Financial, Inc. (AMP) has returned -11.44% so far this year and 5.59% over the past 12 months. Looking at the last ten years, AMP has achieved an annualized return of 16.48%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Ameriprise Financial, Inc. (AMP) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.59% | -10.69% | -3.59% | -3.24% | ||||||||
| 2025 | 1.47% | 0.71% | -10.52% | -2.61% | 8.18% | 5.68% | -2.39% | 1.28% | -3.62% | -7.54% | 1.00% | 8.51% |
| 2024 | 2.10% | 5.17% | 7.55% | -5.94% | 6.03% | -1.87% | 0.01% | 4.18% | 4.94% | 8.76% | 12.32% | -7.45% |
| 2023 | 11.68% | -1.93% | -10.37% | -0.59% | -2.66% | 10.64% | 5.27% | -2.59% | -2.84% | -3.87% | 11.96% | 7.55% |
| 2022 | 0.21% | -2.08% | 2.01% | -12.53% | 3.35% | -13.90% | 14.19% | 0.48% | -5.52% | 20.86% | 6.52% | -6.18% |
| 2021 | 1.32% | 10.72% | 3.32% | 10.40% | -0.53% | -5.43% | 2.87% | 5.12% | -3.06% | 13.79% | -4.57% | 1.76% |
| 2020 | -1.27% | -15.38% | -27.90% | 19.87% | 25.92% | 6.40% | 2.12% | 1.54% | -0.95% | 3.63% | 13.05% | 2.54% |
| 2019 | 22.39% | 3.45% | -3.77% | 13.26% | -5.90% | 5.22% | -1.39% | -10.97% | 15.54% | 2.06% | 8.78% | 1.14% |
| 2018 | -1.14% | -7.22% | -5.37% | -5.00% | -1.01% | -0.77% | 5.09% | -2.93% | 4.22% | -14.74% | 1.24% | -21.10% |
| 2017 | -0.75% | 15.74% | -3.63% | -1.61% | -6.31% | 4.63% | 12.71% | -4.85% | 7.06% | 5.57% | 3.49% | 3.77% |
| 2016 | 2.35% | 5.81% | -10.72% | 6.93% | 5.24% | -1.69% | -10.84% | 28.37% | -3.89% |
The charts below present risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of AMP compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Ameriprise Financial, Inc. volatility is 1.16%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 190.90B | 181.40B | 175.19B | 158.47B | 175.98B | 165.88B | 151.83B | 137.22B | 147.47B | 139.82B | 145.34B | 148.81B | 144.58B | 134.73B | 133.99B |
| Equity Attributable To Parent (USD) | 6.55B | 5.23B | 4.73B | 3.61B | 5.69B | 5.87B | 5.73B | 5.59B | 6.00B | 6.29B | 7.22B | 8.12B | 8.19B | 9.09B | 10.26B |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | 1.19B | 1.18B | 1.04B | 620.00M | 706.00M |
| Equity (USD) | 6.55B | 5.23B | 4.73B | 3.61B | 5.69B | 5.87B | 5.73B | 5.59B | 6.00B | 6.29B | 8.41B | 9.31B | 9.23B | 9.71B | 10.96B |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 184.36B | 176.18B | 170.46B | 154.86B | 170.29B | 160.02B | 146.10B | 131.63B | 141.47B | 133.53B | 136.94B | 139.51B | 135.34B | 125.02B | 123.03B |
| Liabilities (USD) | 184.36B | 176.18B | 170.46B | 154.86B | 170.29B | 160.02B | 146.10B | 131.63B | 141.47B | 133.53B | 136.94B | 139.51B | 135.34B | 125.02B | 123.03B |
| Fixed Assets (USD) | 744.00M | 733.00M | 681.00M | 630.00M | 590.00M | 602.00M | 610.00M | 635.00M | 626.00M | 607.00M | 724.00M | 667.00M | 705.00M | 753.00M | 774.00M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 190.90B | 181.40B | 175.19B | 158.47B | 175.98B | 165.88B | 151.83B | 137.22B | 147.47B | 139.82B | 145.34B | 148.81B | 144.58B | 134.73B | 133.99B |
| Assets (USD) | 190.90B | 181.40B | 175.19B | 158.47B | 175.98B | 165.88B | 151.83B | 137.22B | 147.47B | 139.82B | 145.34B | 148.81B | 144.58B | 134.73B | 133.99B |
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