Ameriprise Financial (AMP)

Company Profile

At Ameriprise Financial has been helping people feel confident about their financial future for more than 125 years. With extensive advisory, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

Company profile

Ticker

AMP

Exchange

NYSE

Website

www.ameriprise.com

CEO

James Cracchiolo

Incorporated

Delaware

Location

Minnesota

Fiscal year end

Dec 31

Sector

Finance and Insurance > Investment Advice

Industry (SIC)

Investment Advice

Oaktree Capital • Carlyle Group Inc • Apollo Global Management Inc - • Blackstone • Invesco • Franklin Resources • Legg Mason • Affiliated Managers • Sculptor Capital Management • Brookfield Asset Management ...

Former names

AMERICAN EXPRESS FINANCIAL ADVISORS, AMERICAN EXPRESS FINANCIAL CORP, IDS FINANCIAL CORP/MN/

SEC CIK

0000820027

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Ameriprise Certificate Company • AMPF Holding, LLC • American Enterprise Investment Services Inc. • Ameriprise Financial Services, LLC. • Columbia Management Investment Advisers, LLC • RiverSource Life Insurance Company • RiverSource Life Insurance Co. ...

IRS number

133180631

SEC advisor number

801-14721

Address

Ameriprise Financial
1099 AMERIPRISE FINANCIAL CENTER
MINNEAPOLIS
MN 55474

Phone

612-671-8001

AMP stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Average target

$362.50

Low target

$340.00

High target

$385.00

Latest filings (excl ownership)

View all

2 May 23

Registration of securities for employees (post-effective amendment)

28 Apr 23

S-8

Registration of securities for employees

28 Apr 23

8-K

Departure of Directors or Certain Officers

28 Apr 23

8-K

Results of Operations and Financial Condition

24 Apr 23

8-K

Ameriprise Financial, Inc. Reports 2021 and 2022 Recast Results under LDTI

13 Apr 23

DEFA14A

Additional proxy soliciting materials

23 Mar 23

DEFA14A

Additional proxy soliciting materials

Annual report to shareholders

17 Mar 23

Transcripts

View all

AMP

Earnings call transcript

2023 Q1

25 Apr 23

AMP

Earnings call transcript

2022 Q4

26 Jan 23

AMP

Earnings call transcript

2022 Q3

26 Oct 22

AMP

Earnings call transcript

2022 Q2

27 Jul 22

AMP

Earnings call transcript

2022 Q1

26 Apr 22

AMP

Earnings call transcript

2021 Q4

27 Jan 22

AMP

Earnings call transcript

2021 Q3

27 Oct 21

AMP

Earnings call transcript

2021 Q2

27 Jul 21

AMP

Earnings call transcript

2021 Q1

27 Apr 21

AMP

Earnings call transcript

2021 Q1

27 Apr 21

Latest ownership filings

View all

13F-HR/A

Quarterly holdings report by institutional manager (amended)

22 May 23

13F-HR

Quarterly holdings report by institutional manager

15 May 23

Robert Francis Sharpe JR

CHRISTOPHER J WILLIAMS

Eiger BioPharmaceuticals, Inc.

10 Apr 23

Financial summary

Financial statements Chart AMP financial data

Quarter (USD)	Mar 23	Dec 22	Sep 22	Jun 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q1 2023

AMP institutional ownership history Ownership history

81.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	988	983	+0.5%
Opened positions	101	156	-35.3%
Closed positions	96	71	+35.2%
Increased positions	327	305	+7.2%
Reduced positions	379	328	+15.5%

13F shares	Current	Prev Q	Change
Total value	25.69 tn	27.08 tn	-5.2%
Total shares	85.23 mm	87.37 mm	-2.5%
Total puts	184.70 k	114.10 k	+61.9%
Total calls	164.08 k	142.60 k	+15.1%
Total put/call ratio	1.1	0.8	+40.7%

Largest owners	Shares	Value	Change
Vanguard	13.88 mm	$4.25 tn	-0.0%
BLK Blackrock	9.32 mm	$2.86 tn	+3.6%
STT State Street	4.62 mm	$1.42 tn	-5.0%
Aristotle Capital Management	3.87 mm	$1.19 tn	-3.6%
JPM JPMorgan Chase & Co.	2.88 mm	$884.05 bn	-14.8%
Geode Capital Management	2.41 mm	$736.75 bn	+0.1%
MS Morgan Stanley	2.30 mm	$703.82 bn	-3.3%
Ubs Global Asset Management Americas	1.99 mm	$609.10 bn	-0.6%
BK Bank Of New York Mellon	1.83 mm	$560.31 bn	+1.0%
Boston Partners	1.80 mm	$551.88 bn	-9.5%

Largest transactions	Shares	Bought/sold	Change
Norges Bank	0.00	-1.25 mm	EXIT
Envestnet Asset Management	1.49 mm	+1.12 mm	+298.4%
Viking Global Investors	941.04 k	-706.82 k	-42.9%
TFC Truist Financial	583.49 k	+502.19 k	+617.7%
JPM JPMorgan Chase & Co.	2.88 mm	-499.66 k	-14.8%
BLK Blackrock	9.32 mm	+322.61 k	+3.6%
Lord, Abbett & Co.	791.46 k	-309.31 k	-28.1%
GS Goldman Sachs	678.67 k	-283.21 k	-29.4%
T. Rowe Price	221.60 k	-277.22 k	-55.6%
BMO Bank of Montreal	0.00	-272.31 k	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

AMP insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
27 Apr 23	Sharpe Robert Francis JR	Common Stock	Gift	Dispose G	No	No	0	75	0.00	3,625
27 Apr 23	Williams Christopher J	Phantom Stock (Retainer Deferral) Common Stock	Grant	Acquire A	No	No	302.41	136.404	41.25 k	2,949.229
26 Apr 23	Walter W Edward	Phantom Stock (Annual) Common Stock	Grant	Acquire A	No	No	0	649.55	0.00	5,645.007
26 Apr 23	Sharpe Robert Francis JR	Phantom Stock (Annual) Common Stock	Grant	Acquire A	No	No	0	649.55	0.00	37,168.793
26 Apr 23	Armando Pimentel Jr	Phantom Stock (Annual) Common Stock	Grant	Acquire A	No	No	0	649.55	0.00	1,024.181
26 Apr 23	Neal Blixt Dianne	Phantom Stock (Annual) Common Stock	Grant	Acquire A	No	No	0	649.55	0.00	11,284.076
26 Apr 23	Williams Christopher J	Phantom Stock (Annual) Common Stock	Grant	Acquire A	No	No	0	649.55	0.00	8,006.468