AMP · Ameriprise Financial Inc
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted operating net revenue per advisor (TTM) non-GAAP | 1,203K | Q2 2026 | — |
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| Assets Under Management and Advisement | $759B | Q2 2026 | — |
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| Assets under management, administration and advisement | 1.8 | Q2 2026 | — |
| Bank assets | $25.5B | Q2 2026 | — |
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| Cash sweep balances | $28.8B | Q2 2026 | — |
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| Experienced advisor recruiting | 79 | Q2 2026 | — |
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| Global Retail net AUM flows, ex. legacy insurance partners | -$1.4B | Q2 2026 | — |
| Net pretax adjusted operating margin non-GAAP | 42.7% | Q2 2026 | — |
| Pretax adjusted operating margin non-GAAP | 27% | Q2 2026 | — |
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| Return of capital to shareholders non-GAAP | $932M | Q2 2026 | — |
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| Total client assets | $1,248B | Q2 2026 | — |
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| Wrap assets | $732B | Q2 2026 | — |
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| Adjusted Operating Return on Equity, ex. AOCI non-GAAP | 54.3% | Q1 2026 | — |
| Total client net flows non-GAAP | 4.2B | Q1 2026 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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AMP
this stock
Ameriprise Financial Inc
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$47.55B | +6.4% | +5.5% | 13.2 | 3.6% |
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BLK
BlackRock, Inc.
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$343.81B | -2.6% | +16.2% | 26.6 | 0.6% |
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BX
Blackstone Inc.
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$96.57B | -14.7% | +9.2% | 33.3 | 3.2% |
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BN
BROOKFIELD Corp /ON/
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$93.07B | -9.9% | — | — | 0.7% |
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KKR
KKR & Co. Inc.
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$89.21B | -21.9% | -11.0% | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AMP | -2.5% | +12.8% | +0.1% | +13.4% | +6.4% |
| SPY | -1.7% | +0.7% | +6.4% | -1.2% | +8.3% |
| vs SPY | -0.8% | +12.2% | -6.3% | +14.5% | -1.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.